Trust & Estate Administration Attorney

Jobot; Irvine (CA); On-site; USD 150,000 - 275,000; Full time

Benefits offered by this job

Medical Benefits

401k

PTO

Competitive pay

Job summary

Jobot is seeking a trusted attorney with a focus on trusts and estates administration in Irvine, CA. The role requires a J.D. from an accredited law school, active CA Bar membership, and at least three years of relevant experience.

Preference given to candidates with an LLM in Taxation and strong writing abilities. Responsibilities include guiding trustees, preparing court filings, valuing assets, and coordinating with paralegals and other attorneys to ensure efficient case management.

Qualifications

• J.D. from an accredited law school and CA Bar in good standing.
• Minimum 3 years of experience in trust and estate administration.
• LL.M. in Taxation strongly preferred.
• Ability to write clearly and integrate legal analyses.
• Excellent organization, computer, and math skills.
• Ability to analyze facts and apply statutes and case law.
• Strong verbal presentation of case facts and analyses.
• Ability to work independently or in a team.

Responsibilities

• Counsel trustees through all phases of the trust administration process.
• Prepare trust administration documents including distributions and sub-trust funding.
• Gather, inventory, identify, and value trust and estate assets.
• Prepare or review trust accountings, estate and gift tax returns.
• Draft and file court documents (probates, 850 petitions, 17200 petitions).
• Oversee court matters from petition to signed orders.
• Conduct legal research and analysis to support trust/estate matters.
• Collaborate with paralegals, legal assistants, and attorneys for case management.
• Communicate directly with clients and advisors.

Skills

Legal writing

Analytical thinking

Communication

Team collaboration

Attention to detail

Computer skills

Math skills

Independent work

Education

J.D. from an accredited law school

LL.M. in Taxation

California Bar admission in good standing

Tools

Microsoft Office

Job description

Firm providing legal services in the areas on charitable planning, tax, estate, etc.

Salary: $150,000 - $275,000 per year.

Benefits

• Medical Benefits
• 401k
• PTO
• Competitive pay

Responsibilities and Duties Include:

• Counsel trustees through all phases of the trust administration process
• Prepare trust administration documents, including documents related to the distribution and allocation of assets among beneficiaries and funding of sub-trusts
• Gather, inventory, identify, and value trust and estate assets
• Prepare and/or review trust accountings, estate tax returns, and gift tax returns
• Draft and file court documents (such as probates, 850 petitions, and 17200 petitions)
• Oversee court matters from the filing of a petition through receipt of signed court orders
• Conduct legal research and analysis as necessary to support trust and estate matters
• Collaborate with paralegals, legal assistants, and other attorneys to ensure efficient case management
• Communicate directly with clients and advisors

Requirements

• J.D. from an accredited law school; a member in good standing of the California Bar
• Minimum 3 years of experience working as an attorney in trust and estate administration
• Completed LLM in Taxation is strongly preferred
• Ability to write in a clear, logical, and grammatically correct manner, integrating legal analyses into work
• Excellent organization, computer skills, and math skills
• Ability to analyze facts and discovery to apply to statutes and case law on point
• Ability to verbally present case facts, legal analyses, and recommendations
• Ability to work independently or with a team

Equal Opportunity Employer

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Background Check Policy

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.