Trust Administration & Estate Planning Attorney

Botti Law Group, Ltd.; Ventura (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible schedule

Health insurance

401(k)

Paid time off

Bar dues

CLE reimbursement

Job summary

Botti Law Group, Ltd. in Ventura, CA seeks an experienced Estate Planning and Trust Administration Attorney. This role supports trust administration and estate planning work, with hybrid flexibility for some remote work. Part-time or full-time options are available, accommodating a flexible schedule for experienced attorneys.

The attorney will advise clients, draft documents, conduct research, and collaborate with staff to deliver efficient legal services in a dynamic Central Coast practice.

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.

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.
• Draft legal 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.

Skills

Negotiation

Communication

Attention to detail

Independent & collaborative

Organizational skills

Time management

Client counseling

Education

Juris Doctor (JD)

Job description

Company Description

Botti Law Group is a full-service estate planning law firm dedicated to helping families protect what matters most. We provide comprehensive estate services, including estate planning, trust administration, and probate, from our main office in Ventura and our branch offices in Westlake Village, Valencia, Santa Barbara, San Luis Obispo, and Bakersfield. We’re small enough that every attorney’s work makes a real difference, and established enough to offer a steady, growing client base across the Central Coast and Southern California.

Role Description

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

Why Join Us

• Flexible schedule: part-time or full-time, your choice
• Benefits, e.g., health insurance, 401(k), paid time off, bar dues, CLE reimbursement