Trust and Estates Attorney Job in Newport Beach, CA Near Me - 272236 | BCGSearch.com

Trust and Estates Attorney

Type Full-Time

Location California - Newport Beach

Job ID 2F5X272236

Experience Level Midlevel Associate

Job Experience Min. 3 - Max. 8 Years

Ranking 1 : Mostly Consumer $

Estimated Salary Consumer Facing Salary (Tends to be on Lower End to Lowest in Market (Varies by Firm))

Practice Areas Trusts and EstatesProbateEstate & Tax PlanningLitigation - Trusts & Estates - DefenseLitigation - Trusts & Estates - PlaintiffsTrusts and Estates - General

2023-03-09 06:04:40

Newport Beach office of a BCG Attorney Search Top Ranked Law Firm seeks trust and estates attorney with 3 years of experience in two of the following areas: Estate Planning, Special Needs Planning, Trust Administration, Conservatorships, and/or Probate. The candidate should have experience in preparing, reviewing, and editing Accounting Petitions, Petitions for Instructions, Probate Petitions, Conservatorship Petitions, Ex Parte Applications, Declarations, and other pleadings in the area of Probate Law. Must have experience in overseeing court-supervised trust administrations, probate cases, and conservatorship cases from inception to closure of the case. Experience in reviewing Probate Notes and Tentative Rulings and addressing the same via Supplements essential. Should have experience in Collaborating with the Owner and Senior Associate Attorney to ensure case progress through the pipeline. Experience in Delegating work to paralegals, legal assistants, and law clerks, and monitoring their work needed. Should have experience in: Leading and participating in initial consultations and client meetings; Drafting comprehensive Estate Plans; Cultivating relationships with the firms existing and future clients by maintaining consistent and timely communication; Appearing at hearings, either in person or online; Communicating with Clients and ancillary parties, including Trustees, Financial Advisors, bond companies, attorney firms, and settlement consultants, to provide case status and to obtain information and documentation needed; Coordinating with the billing department for generating invoices on matters. Must be Licensed by the California State Bar. Should have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software.

The ideal candidate must be a self-starter, dependable, organized, and detail-oriented. The firm offers company-paid continuing education, State Bar Dues, malpractice insurance, personal and professional development opportunities, and team-building events. Also offer schedule flexibility; paid vacation, sick days, and holidays; health insurance; and, a 401K plan with employer matching.

This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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