Description:

Job Overview: *Must be Member of California State Bar in good standing*
Are you a motivated and detail-oriented Estate Planning and Trust Administration Attorney? We want you to join our growing trust administration and estate planning team. This role is ideal for a junior to mid-level attorney passionate about helping families secure their legacies. You'll gain hands-on experience in estate planning, trust administration, and probate while being supported by a collaborative and experienced team.

(Open to Of-Counsel arrangements upon request)

Responsibilities:

Meet with clients to provide thoughtful, personalized trust administration and estate planning guidance
Conduct legal research using CEB and apply findings to estate matters
Represent clients in probate and trust administration proceedings, including court appearances
Collaborate with other attorneys and team members to develop strategies for complex cases
Draft, review, and revise estate plans, trust documents, wills, and court petitions
Efficiently manage multiple client matters and deadlines simultaneously
Utilize our software tools to maintain case and client details
Accurately record billable time and assist with invoicing when needed
Provide legal opinions and stay current with changes in estate and elder law

Requirements:

J.D. from an accredited law school and active membership in the California Bar
Minimum of 3 years of legal experience required; prior experience in estate planning, probate, trust administration, or conservatorships is strongly preferred.
Strong written and verbal communication skills
High attention to detail and excellent organizational abilities
Ability to work both independently and collaboratively
Familiarity with legal practice management software and research tools. Experience with Clio, Lawmatics, Microsoft Office Suite, and/ Smartsheet is a plus
Willingness to attend court hearings and in-person client meetings as needed
Additional language proficiency (Spanish, Mandarin, Hindi, Vietnamese, Urdu, etc.) is a plus

Location & Schedule:
This full-time role is based in Milpitas, CA. Hybrid flexibility may be considered after six months, depending on performance, client needs and case assignments.

Full time remote attorneys may be considered, depending on experience.