Trust and Estate Planning Attorney

Evolve HR LLC; Camarillo (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

A growing, client-focused law firm in Camarillo, CA is seeking an experienced Trust and Estate Attorney to join its team. This role offers meaningful, sophisticated client work within a collaborative environment that values high-quality counsel and strong client relationships.

With an annual billable-hour target of about 1,500 hours, you will independently manage substantive matters from initial consult through completion, while helping clients with estate planning, trusts, probate, and related

Qualifications

• Juris Doctor (J.D.) from an accredited law school.
• Active California license to practice law.
• Approximately 1–5 years of practicing attorney experience preferred, with 1+ years of meaningful estate planning, trust administration, and/or probate experience considered ideal.
• Strong knowledge of estate planning documents, strategies, and applicable laws.
• Experience with trusts, probate, trust administration, business formation, tax planning, or related areas is highly desirable.
• Strong drafting, legal research, analytical, and problem-solving skills.
• Excellent written and verbal communication skills.
• Demonstrated ability to independently manage matters, deadlines, client communications, and competing priorities with limited day-to-day supervision.

Responsibilities

• Advise clients regarding estate planning strategies based on their individual, family, financial, and business circumstances.
• Draft, review, and revise estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, advance health care directives, and related documents.
• Counsel clients regarding trust formation, asset protection, wealth transfer, and other estate planning considerations.
• Conduct client consultations and explain complex legal concepts in a clear, practical, and approachable manner.
• Independently manage estate planning matters from initial consultation through document preparation, execution, and completion.
• Review existing estate plans and recommend updates based on changes in client circumstances or applicable law.
• Assist clients with business formation matters, including entity selection, formation documents, and related legal filings, as appropriate based on experience and firm needs.
• Assist with trust administration, probate, and related estate matters, including limited conflict or contested matters, as appropriate based on experience and firm needs.
• Conduct legal research and remain current regarding developments affecting estate planning and related practice areas.
• Maintain organized and accurate client files, documentation, deadlines, and communications.
• Collaborate with attorneys, paralegals, administrative professionals, financial advisors, CPAs, and other outside professionals as appropriate.
• Build and maintain strong, long-term client relationships and contribute to the continued growth and reputation of the firm through exceptional client service and professional relationships.
• Provide responsive, professional, and compassionate service to clients and their families.
• Maintain the highest standards of confidentiality, ethics, professionalism, and client service.

Skills

Estate planning

Trust administration

Probate

Drafting

Legal research

Client communication

Time management

Education

Juris Doctor (J.D.)

California Bar license

Job description

A growing, client-focused law firm in Camarillo is seeking an experienced Trust and Estate Attorney to join its team. This is an excellent opportunity for an attorney looking for meaningful and sophisticated client work within a collaborative environment that values high-quality legal counsel, strong client relationships, and a sustainable approach to practice.

With an annual billable-hour expectation of approximately 1,500 hours, the firm offers an opportunity to independently manage substantive matters, develop long-term client relationships, and contribute to the continued growth of the practice while maintaining greater balance than is often found in traditional firm environments.

The ideal candidate will have meaningful experience in estate planning, trust administration, probate, and related matters and be knowledgeable, personable, detail-oriented, and comfortable taking ownership of client matters from initial consultation through completion. Experience in business formation, trust administration, probate, and limited contested or conflict matters is also valued.

Key Responsibilities

• Advise clients regarding estate planning strategies based on their individual, family, financial, and business circumstances.
• Draft, review, and revise estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, advance health care directives, and related documents.
• Counsel clients regarding trust formation, asset protection, wealth transfer, and other estate planning considerations.
• Conduct client consultations and explain complex legal concepts in a clear, practical, and approachable manner.
• Independently manage estate planning matters from initial consultation through document preparation, execution, and completion.
• Review existing estate plans and recommend updates based on changes in client circumstances or applicable law.
• Assist clients with business formation matters, including entity selection, formation documents, and related legal filings, as appropriate based on experience and firm needs.
• Assist with trust administration, probate, and related estate matters, including limited conflict or contested matters, as appropriate based on experience and firm needs.
• Conduct legal research and remain current regarding developments affecting estate planning and related practice areas.
• Maintain organized and accurate client files, documentation, deadlines, and communications.
• Collaborate with attorneys, paralegals, administrative professionals, financial advisors, CPAs, and other outside professionals as appropriate.
• Build and maintain strong, long-term client relationships and contribute to the continued growth and reputation of the firm through exceptional client service and professional relationships.
• Provide responsive, professional, and compassionate service to clients and their families.
• Maintain the highest standards of confidentiality, ethics, professionalism, and client service.

Qualifications

• Juris Doctor (J.D.) degree from an accredited law school.
• Active and in-good-standing license to practice law in California.
• Approximately 1-5 years of practicing attorney experience preferred, with 1+ years of meaningful estate planning, trust administration, and/or probate experience considered ideal.
• Strong knowledge of estate planning documents, strategies, and applicable laws.
• Experience with trusts, probate, trust administration, business formation, tax planning, or related areas is highly desirable.
• Experience handling limited contested or conflict matters is a plus.
• Strong drafting, legal research, analytical, and problem-solving skills.
• Excellent written and verbal communication skills.
• Demonstrated ability to independently manage matters, deadlines, client communications, and competing priorities with limited day-to-day supervision.
• Strong organizational skills and attention to detail.
• Sound professional judgment and a high degree of professionalism.
• Client-focused approach with the ability to build trust and communicate effectively regarding sensitive personal, family, business, and financial matters.

What We're Looking For

Beyond technical legal experience, we are looking for someone who genuinely enjoys working with clients and appreciates the personal nature of trust and estate law.

The right attorney will be warm and approachable with clients, confident in their legal judgment, proactive in managing matters, and comfortable taking ownership without requiring significant day-to-day oversight.

We value someone who wants to be part of a collaborative firm, contributes positively to the team, and is interested in building lasting relationships with clients and professional partners in the community.

This is an opportunity for an experienced attorney who wants to contribute meaningfully, develop long-term client relationships, and grow alongside the firm.

Work Environment & Expectations

• Full-time, on-site position based in Camarillo, California.
• Annual billable-hour expectation of approximately 1,500 hours.
• Collaborative, professional, and client-focused firm environment.
• Opportunity to independently manage matters and develop long-term client relationships.
• Commitment to responsive communication, high-quality work, and exceptional client service.

The firm is an equal opportunity employer and considers qualified applicants without regard to protected characteristics in accordance with applicable law.