Estate Attorney

Job Overview:
A top estate planning law firm in San Diego is seeking an experienced Estate Attorney to join their team. The ideal candidate will be professional, detail-oriented, and able to handle multiple tasks with minimal supervision. This full-time position offers an excellent opportunity to work with a skilled team in a supportive and dynamic environment, focusing on probate and trust administration, with no litigation or overtime required.

Location:

• San Diego, CA

Duties:

• Meet with clients to discuss services and review drafted documents.
• Draft, review, and interpret legal documents, including probate inventories, court filings, and trust administration accountings.
• Prepare summaries and accountings for clients.
• Work with clients to set deadlines and follow up to ensure tasks are completed.
• Utilize cloud-based applications such as Microsoft Office and CRM software (Act).
• Perform other duties as needed within the scope of estate planning.
• No litigation or overtime required.

Requirements:

• 3+ years of experience in probate and trust administration in a law firm.
• In-depth understanding of the trust and estate administration process from start to finish.
• Ability to handle multiple cases and tasks simultaneously while maintaining attention to detail.
• Strong communication skills and the ability to work independently with minimal supervision.
• Must be highly organized, adaptable, and professional.
• Familiarity with Microsoft Office (Word, Excel, Outlook) and Google Spreadsheets.
• California Notary Public certification is a plus.

Education:

• Juris Doctor (JD) from an accredited law school.

Certifications:

• Active Bar License (Required)
• California Notary Public (Preferred)

Skills:

• Expertise in wills, trusts, and estate law.
• Strong written and verbal communication skills.
• Proficiency with cloud-based applications and CRM software.
• Highly organized with the ability to manage multiple cases.
• Ability to work independently and under pressure.
• Client-focused with a professional and friendly demeanor.

Benefits:

• Competitive salary based on experience.
• Paid holidays (as outlined in the company handbook).
• Paid time off (accrual rate increases with tenure).
• 401(k) plan with employer matching.
• Opportunity for career growth in a well-established firm.