Estate Planning / Trust Administration Attorney

Job Overview

A law firm is seeking an experienced Estate Planning and Trust Administration Attorney in Newport Beach, CA. This position is ideal for a professional with a strong background in estate planning and trust administration, who is motivated to grow within a firm that values work-life balance and entrepreneurial spirit. The role offers potential for partnership and opportunities to contribute to the firm’s development and culture.

Location

• Newport Beach, CA

Duties

General Work:

• Provide legal advice to clients to achieve their estate planning goals.
• Manage multiple legal matters independently or collaboratively with a team.
• Assign tasks to associates and support staff for efficient case management.
• Prepare case theories, memorandums, and reports for senior management.
• Conduct due diligence in matters related to contracts and agreements.

Client Management:

• Consult with leadership on complex client matters.
• Build and maintain strong client relationships through effective communication.
• Understand clients’ businesses, economic drivers, and specific requirements to provide tailored advice.

Business Development:

• Participate in marketing initiatives and contribute to business development efforts.
• Network and prospect for new clients through outreach, writing, and speaking engagements.
• Engage in corporate social responsibility, pro bono work, and other firm activities to enhance the firm’s culture.
• Mentor associates and legal assistants to strengthen their professional skills.

Requirements

• Six (6) to twelve (12) years of experience in estate planning and trust administration.
• Demonstrated expertise in drafting various types of trusts for both taxable and nontaxable estates.
• Active membership in good standing with the California State Bar.
• Proven ability to manage complex client matters with professionalism and attention to detail.

Education

• Juris Doctor (J.D.) from an accredited law school.
• LL.M. in Taxation preferred but not required.

Certifications

• Active California State Bar license.

Skills

• Strong written and verbal communication skills.
• Exceptional attention to detail and professionalism.
• Ability to work both independently and collaboratively in a team setting.
• Excellent organizational and time-management skills.
• Client-focused approach with a commitment to providing high-quality legal service.

Benefits

• Opportunity for partnership within the firm.
• Supportive work environment promoting work-life balance.
• Engagement in meaningful professional and personal development initiatives.

This law firm is located in Newport Beach, California and its three main values are experience, quality, and service. This firm has been practicing for over 35 years and continues to focus on representation of business entities and individual entrepreneurs. Some of this firm's practice areas include mergers and acquisitions, private offerings, real estate acquisitions and development, estate and probate administration, trusts and wills, labor law, taxation, environmental law, and corporate formation and restructuring. The main goal of this firm is to make sure all clients are happy and satisfied with their legal experience.