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 in Irvine seeks an experienced trust and estate attorney to guide trustees through all phases of administration. You will draft and review trust documents, value assets, and file relevant tax and estate papers while coordinating with a legal team. A CA Bar admission and a J.D.

are required, with an LLM in Taxation strongly preferred. Responsibilities include court filings, asset distributions, and direct client communication; the role emphasizes rigorous analysis, organization, and

Qualifications

• J.D. from an accredited law school and CA Bar in good standing.
• Minimum 3 years of experience in trust and estate administration.
• LLM in Taxation strongly preferred.
• Clear, logical legal writing with analyses integrated into work.
• Excellent organization, computer skills, and math skills.
• Ability to work independently or with a team.

Responsibilities

• Counsel trustees through all phases of trust administration.
• Prepare trust administration documents and asset distributions.
• Value trust and estate assets; prepare related returns.
• Draft and file court documents such as probates and petitions.
• Oversee court matters from petition to signed orders.
• Conduct legal research to support trust and estate matters.
• Collaborate with paralegals, assistants, and other attorneys.
• Communicate directly with clients and advisors.

Skills

Legal writing

Analytical ability

Team collaboration

Independent work

Education

J.D. from an accredited law school

LLM in Taxation

Job description

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

This Jobot Job is hosted by: Mallory Schreiner

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

Benefits

• Medical Benefits
• 401k
• PTO
• Competitive pay

Responsibilities

• 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

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.

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