Trust Administration & Estate Planning Attorney

Botti & Morison Estate Planning Attorneys LTD; Ventura (CA); Hybrid; USD 108,000 - 132,000; Full time

Benefits offered by this job

401(k)

Flexible schedule

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

Botti & Morison Estate Planning Attorneys LTD in Ventura, CA seeks an experienced Estate Planning and Trust Administration Attorney to manage the firm’s trust administration while advising on estate planning, drafting documents, and researching concerns. This hybrid, part-time or full-time position offers flexibility for some remote work.

The role requires a Juris Doctor from an accredited law school and active California Bar admission, with a minimum of 2 years in trust administration and

Qualifications

• Juris Doctor (JD) from an accredited law school.
• Active California State Bar in good standing.
• Minimum 2 years of trust administration experience.
• Excellent negotiation and communication skills.
• Strong attention to detail and ability to handle complex documents.
• Ability to work independently and collaboratively.

Responsibilities

• Manage and oversee the firm’s Trust Administration Department.
• Guide trustees and beneficiaries through the full trust administration process.
• Provide accurate, practical legal advice on trust, estate, and tax matters.
• Negotiate with beneficiaries, opposing counsel, and other parties to resolve issues.
• Manage a caseload of estate planning matters.
• Conduct legal research and draft documents including wills, trusts, powers of attorney, and other estate planning instruments.
• Advise clients on estate planning strategies tailored to their needs and objectives.
• Represent clients in trust administration, probate proceedings and litigation, including court appearances as necessary.
• Collaborate with colleagues and support staff to ensure timely and efficient delivery of legal services

Skills

Estate planning

Trust administration

Negotiation

Communication

Attention to detail

Independent working

Time management

Collaboration

Education

Juris Doctor (JD)

Job description

Job Summary

We’re looking for an experienced Estate Planning and Trust Administration Attorney. The attorney will be responsible for managing trust administration along with tasks related to estate planning, including providing legal advice, conducting research, and drafting documents. This role is primarily located in Ventura, CA, with flexibility for some remote work. This is being offered as a part-time or full time position, your choice.

What You’ll Do

• Manage and oversee the firm’s Trust Administration Department
• Guide trustees and beneficiaries through the full trust administration process
• Provide accurate, practical legal advice on trust, estate, and tax matters
• Negotiate with beneficiaries, opposing counsel, and other parties to resolve issues
• Manage a caseload of estate planning matters.
• Conduct legal research and draft legal documents including wills, trusts, powers of attorney, and other estate planning instruments.
• Advise clients on estate planning strategies tailored to their unique needs and objectives.
• Represent clients in trust administration, probate proceedings and litigation, including court appearances as necessary.
• Collaborate with colleagues and support staff to ensure timely and efficient delivery of legal services

Qualifications

• Juris Doctor (JD) from an accredited law school
• Active member in good standing of the California State Bar
• Minimum 2 years of experience in trust administration and strong understanding of estate planning principles, including wills, trusts, and estate taxation
• Excellent negotiation and communication skills
• Strong attention to detail and the ability to handle complex documents
• Ability to work independently and collaboratively
• Strong organizational and time management skills
• Probate and Trust Litigation Experience a bonus

Pay: From $120,000.00 per year

Benefits

• 401(k)
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person