Probate & Trust Administration Attorney

4 weeks ago

Ventura, United States Hermance Law Full time
Job DescriptionJob Description

We are seeking a versatile and experienced Probate Trust Administration Attorney to join our distinguished estate planning law firm on a part-time basis. This role encompasses both probate and trust administration responsibilities as well as potential litigation involvement. The ideal candidate will be adept at navigating the complexities of estate administration, providing expert legal advice, and representing clients in both transactional and contentious matters.

Compensation:

$35 - $50 hourly

Responsibilities:

  • Maintain a large caseload and manage cases from inception through closing 
  • Assist clients in the administration of trusts, ensuring proper distribution of assets to beneficiaries
  • Independently handle day-to-day decision-making on assigned cases 
  • Negotiate and draft settlement agreements when applicable 
  • Develop case strategy and provide leadership and direction to Paralegals and Legal Assistants regarding casework 
  • Regularly consult with clients and third parties to effectively move cases forward and to a successful conclusion  
  • Perform monthly case reviews to ensure clients receive proactive communication 
  • Enter client notes and billable time into the Case Management System 
  • Conduct intense point-related research and analyze case-specific legal issues to prepare documentation 
  • Attend court hearings, mediations, and settlement conferences to advocate for clients’ interests 
  • Work collaboratively with the team, including staff members at all levels of experience and knowledge 
  • Cultivate relationships with the Firm’s clients 
  • Adhere to the Firm’s policies and procedures 
Qualifications:

  • Graduate from an accredited law school and be licensed to practice law for the state(s) in which working
  • Be in good standing with the California Bar Association
  • Litigation experience in probate and trust administration 
About Company

We are a boutique law firm that focuses on estate planning, probate, and trust administration. We pride ourselves on delivering a personalized, seamless client experience by combining expert legal knowledge with cutting-edge technology.

At our firm, teamwork is at the heart of everything we do. Our mission is simple: to understand and meet each client's unique needs with compassion, empathy, and respect. Together, we work tirelessly to provide unwavering support for clients and their families, ensuring a smooth journey through the complexities of estate matters.

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