Trust And Estates Attorney

Company: Law Office of Susan A. Katzen
Location: Newport Beach
Posted on: March 15, 2023

Job Description:

Are you an attorney with experience in Estate Planning, Special Needs Planning, Trust Administration, Probate, and/or Conservatorships? Do you want to work at a firm where your work really matters? This is not the typical small law firm! Our entrepreneurial law firm is small enough that everyone is a critical part of the team, yet big enough to offer the security and benefits you want. Work where you know the Owner, have daily interaction with clients, and help us grow the firm. -

We are a growing Trust, Estates, and Special Needs law firm located in Newport Beach that is seeking a positive and compassionate full-time Associate Trust and Estates Attorney who is looking for a career position where he/she can grow with a firm, be challenged, and work in a familial and collaborative environment. This is not just a job, but a special opportunity to have a fulfilling and satisfying career with a firm known in the community for providing a high standard of legal services and helping clients and their families come out of significant life-changing situations, knowing that they have a team behind them that really cares and advocates for them. We are dedicated to providing thoughtful and practical solutions to support and protect our clients now and in the future, and through life's changes and challenges.

The Law Office of Susan A. Katzen provides exceptional personalized legal services and peace of mind that empowers clients to plan for and protect the two most important things in their lives: the people they love-especially those loved ones with a disability-and the assets they possess to ensure family harmony. -

Our ideal candidate is a self-starter, dependable, organized, and detail-oriented. -We are looking for someone who is a great communicator, both verbally and in writing, and takes initiative, and who can work quickly and efficiently in a fast-paced environment. This individual is able to work independently or in a team environment, and serve our clients with love, care, and compassion, so our firm can provide an exceptional client experience.

Why work with us? -Our firm values its employees and their individual success. We provide company-paid continuing education, State Bar Dues, malpractice insurance, personal and professional development opportunities, and team-building events. We also offer schedule flexibility; paid vacation, sick days, and holidays; health insurance; and, a 401K plan with employer matching. You would be an exempt employee.

We work every day to cultivate trusted relationships with our clients, our employees, our advisors, and our community. We have a friendly, casual work atmosphere yet professional, and believe that every team member deserves work-life balance. We have a superstar team, and truly are passionate about our work. We also love to give back to the special needs community so volunteer opportunities are available throughout the year. We are looking for the right person to join us in this position and help us support and care for our clients.

We practice exclusively in the areas of estate and special needs planning, trust administration, settlement planning, probate, guardianships, and conservatorships.

Responsibilities:
Our ideal Trust and Estates Attorney would have demonstrated experience in the following:
--- 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
--- Overseeing Court Supervised Trust Administrations, Probate cases, and Conservatorship cases from inception to closure of the case
--- Reviewing Probate Notes and Tentative Rulings and addressing the same via Supplements
--- Collaborating with the Owner and Senior Associate Attorney to ensure case progress through the pipeline
--- Delegating work to paralegals, legal assistants, and law clerks, and monitoring their work
--- Leading and participating in initial consultations and client meetings
--- Drafting comprehensive Estate Plans
--- Cultivating relationships with the firm's 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 but not limited to, 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

Qualifications:
Qualifications
--- Minimum of two (3) years experience in two (2) the following areas: Estate Planning, Special Needs Planning, Trust Administration, Conservatorships, and/or Probate
--- Licensed with the California State Bar
--- Has the capacity to handle matters and clients independently (after a period of orientation and monitored work)
--- Shows compassion when dealing with clients and has a talent for winning their confidence and respect
--- Is willing to work hard to see that clients receive top-notch service and results
--- Has strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software
--- MUST have emotional intelligence and empathy. Our ideal Associate Attorney must have compassion for our clients and for humankind, and cannot be someone who does not take criticism well or cannot deal well with people
--- We are strong believers in the team approach and our office is a team environment, so if you are not a team player, this is not the job for you

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About Company:
The Law Office of Susan A. Katzen provides personalized legal services and peace of mind that empowers our clients to plan for and protect the two most important things in their lives: the people they love-especially those loved ones with a disability-and the assets they possess to ensure family harmony.

Why work with us? We value our employees and their individual success! We provide:

Continuing educationProfessional and personal development opportunitiesPaid vacationPaid sick daysPaid holidaysHealth Insurance Benefits401K plan with employer matching (after the qualification period)

We also love to give back to the community! Volunteer opportunities are available throughout the year.

Keywords: Law Office of Susan A. Katzen, Newport Beach , Trust And Estates Attorney, Legal , Newport Beach, California