Wills, Trusts, Probates Associate Attorney

Job Title: Associate Attorney – Estate Planning, Trusts & Probate

Job Location: Lemon Grove, CA

Job Overview:
A reputable law firm based in Lemon Grove, CA, is seeking a dedicated Associate Attorney with experience in estate planning, trust administration, and probate matters. This role offers the opportunity to contribute to a collaborative legal practice focused on delivering customized solutions to individuals and families. The position involves client-facing work, court appearances, and cross-functional collaboration with financial and legal professionals.

Duties:

• Draft estate planning documents, including wills, living trusts, durable powers of attorney, and health care directives

• Advise clients on asset protection strategies and estate tax minimization techniques

• Administer trusts and handle all procedural aspects of probate cases

• Represent clients in probate court and related legal proceedings

• Perform detailed legal research on estate planning and tax law developments

• Consult with clients to assess needs and propose comprehensive estate strategies

• Coordinate with external advisors, such as accountants and financial planners, to ensure cohesive execution of estate plans

Requirements:

• Minimum 1 year of hands-on experience in estate planning, probate, and trust administration

• Familiarity with court procedures in probate and conservatorship matters

• Ability to work independently while maintaining responsiveness to client needs

• Strong organizational skills with attention to detail and case timelines

• Proficiency in managing a caseload and maintaining deadlines

Education:

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

Certifications:

• Licensed to practice law and in good standing with the State Bar of California

Skills:

• Strong drafting and writing capabilities in estate documents and court filings

• Excellent verbal communication and client relationship skills

• Research proficiency, particularly in estate tax and trust law

• Collaborative mindset for working with multidisciplinary professionals

• Ability to manage sensitive matters with discretion and empathy