Probate Specialist

1 month ago


Santa Ana CA United States Copenbarger & Copenbarger Full time
 


 

Compensation: Roughly $130,000 to $150,000 annually based on experience plus bonus opportunity

Location: In office position based out of our Santa Ana, CA office. Some travel required.

Job Type: Full-time W-2 position with benefits


Copenbarger's Great Benefit Offerings:

  • Health with employer-covered options
  • Dental with employer-covered options
  • Vision Insurance
  • 401(k)
  • PTO/Paid vacation time, paid holidays, and paid sick time
  • Bonus volunteer days off for specific events
  • Parental leave
  • Continuing education reimbursement
  • Flexible working arrangements/work-from-home days
  • Referral program

 

Trust & Estate Administration Attorney Job Summary:

Copenbarger & Copenbarger LLP, a full-service estate planning and elder law firm, is seeking a Trust and Estate Administration Associate Attorney to join our practice in our Orange County location. This is an excellent opportunity to join a top-rated firm that offers great benefits and a competitive salary, values work-life balance while working among industry-recognized attorneys, and a wonderful family-like work environment

The ideal candidate will have experience in trust & estate administration law and an understanding of trust and estate accounts, conservatorships, as well as the entire administration process.

The firm is seeking someone who’s personable and comfortable in a client-facing role, as you’ll be regularly liaising with clients and internal staff.

 

Trust & Estate Administration Attorney Responsibilities:

  • Day-to-day includes meeting with individuals who lost a loved one and sensitively guiding them through the correct legal processes (such as probate, guardianship, conservatorship, etc.). This position is not involved in the trust/estate planning process but specifically the administrative end.
  • Administer wills and trusts; prepare probate administration documents, conservatorship administration documents, estate administration documents, and accounts
  • Gather, inventory, identify, and value assets
  • Distribution, allocation, and funding of sub-trusts
  • Drafting court documents (such as 850 petitions & 17200 petitions)
  • Preparation and review of accounts, estate tax returns, and federal and state fiduciary income tax returns
  • Conduct legal research as necessary
  • Working with paralegals, legal assistants, other attorneys, and judges as necessary
  • Complete legal analyses of issues in claims, requiring knowledge and understanding of applicable case law and statutes
  • Engage in direct communications via telephone and e-mail with attorneys, staff, and clients
  • Participate in litigation-related events including but not limited to depositions, conferences, and hearings
  • Oversee guardianship and probate matters from filing to discharge, including the use of restricted depository accounts and the creation of accountings
  • Properly track and record time billed on claim-related tasks, reaching monthly goals following the initial training period

 

Trust & Estate Administration Attorney Requirements:

  • 5+ years of trust and estate administration law experience
  • Completed JD/Juris Doctorate
  • California Bar Admission/Member in good standing
  • Must be comfortable consulting with clients directly throughout their estate administration needs
  • LLM in Tax or Estate Planning is a plus
  • Must be able to write in a clear, logical, and grammatically correct manner, integrating legal analyses into work
  • Excellent organization, computer skills, and math skills
  • Ability to analyze facts and discovery to apply to statutes and case law on point
  • Ability to verbally present case facts, legal analyses, and recommendations
  • Ability to work independently or with a team

 

Why Join Copenbarger & Copenbarger:

"Firm with a Heart" and "The Company Who Cares"...we hold a Glassdoor rating of 4.5 stars, and we're proud of being a place employees want to work for

Established in 1979, you’ll be joining a firm that’s both well-respected in the community and that treats our employees as we do our clients: like gold. We serve clients statewide across California, specializing in estate planning, taxation, litigation, business formation, and more. Copenbarger and Copenbarger has received recognition including Martindale-Hubbell's Peer Review award, Martindale-Hubbell's Client Champion Gold award, Lawyers of Distinction award, Who’s Who award, multiple Top Attorneys of North America awards, and more. However not only do we work hard to be the best at our practice, we have fun doing it If you're looking for a family-like culture with real work-life balance, "Bro"-dal showers, company outings, and its own party-planning committee you can join, you've found the place (and please, don't be shy to ask more)

Firm Attorney's Awards and Recognition List:

  • Martindale-Hubbell's Peer Review 2023
  • Martindale-Hubbell's Client Champion Gold 2023
  • Who’s Who Continental 2022
  • Top 500 Most Influential Professionals 2022
  • Top Attorneys of North America 2021-2022
  • Client Champion Award Martindale-Hubbell 2019 & 2021
  • Recognizing Excellence in Estate Planning 2021 & 2018
  • Silicon Valley Business Journal’s 40 Under 40 2021
  • Legions of Honor 2021
  • ...What's next when you come on board and grow with us?

  • Program Specialist

    1 week ago


    San Francisco, CA, United States CYCSF Full time

    JOB DESCRIPTION The Community Youth Center of San Francisco (CYC) provides education, leadership development, behavioral health, intervention, street outreach, and workforce development services to San Francisco youth and their families. CYC envisions empowering young people to reach their highest potential as individuals and to develop a positive...

  • Detention Officer

    4 weeks ago


    Estancia, NM, United States Core Civic Full time

    $22.95 per hourNew employees hired between August 1, 2024 through November 30, 2024, will be eligible for a retention bonus up to $3,000.At CoreCivic, our employees are driven bya deep sense of service, high standards of professionalism and a responsibilityto better the public good. We are currently seeking a Detention Officer who has a passion for providing...

  • Correctional Officer

    3 weeks ago


    Boone, CO, United States Core Civic Full time

    $24.49 per hourAt CoreCivic, our employees are driven by a deep sense of service, high standards of professionalism and a responsibility to better the public good. We are hiring immediately for a Correctional Officer who has a passion for providing the highest quality care in an institutional, secure setting. As a CoreCivic employee, you can expect: -...


  • Phoenix, AZ, United States Core Civic Full time

    $27.00 / per hourAt CoreCivic, our employees are driven bya deep sense of service, high standards of professionalism and a responsibilityto better the public good. We are currently seeking a Senior Correctional Officer whohas a passion for providing the highest quality care in an institutional,secure setting. Come join a team that is dedicated to making an...

  • Detention Officer

    4 weeks ago


    Estancia, NM, United States Core Civic Full time

    $22.95 per hourNew employees hired betweenAugust 1, 2024 through November 30, 2024, will be eligible for a retention bonus up to $3,000.At CoreCivic, our employees are driven bya deep sense of service, high standards of professionalism and a responsibilityto better the public good. We are currently seeking a Detention Officer who has a passion for providing...

  • Correctional Officer

    3 weeks ago


    Sugar City, CO, United States Core Civic Full time

    $24.49 per hourAt CoreCivic, our employees are driven by a deep sense of service, high standards of professionalism and a responsibility to better the public good. We are hiring immediately for a Correctional Officer who has a passion for providing the highest quality care in an institutional, secure setting. As a CoreCivic employee, you can expect: -...

  • Correctional Officer

    4 weeks ago


    Sugar City, CO, United States Core Civic Full time

    $24.49 per hourAt CoreCivic, our employees are driven by a deep sense of service, high standards of professionalism and a responsibility to better the public good. We are hiring immediately for a Correctional Officer who has a passion for providing the highest quality care in an institutional, secure setting. As a CoreCivic employee, you can expect: -...

  • Correctional Officer

    3 weeks ago


    Sugar City, CO, United States Core Civic Full time

    $24.49 per hourAt CoreCivic, our employees are driven by a deep sense of service, high standards of professionalism and a responsibility to better the public good. We are hiring immediately for a Correctional Officer who has a passion for providing the highest quality care in an institutional, secure setting. As a CoreCivic employee, you can expect: -...

  • Correctional Officer

    3 weeks ago


    Sugar City, CO, United States Core Civic Full time

    $24.49 per hourAt CoreCivic, our employees are driven by a deep sense of service, high standards of professionalism and a responsibility to better the public good. We are hiring immediately for a Correctional Officer who has a passion for providing the highest quality care in an institutional, secure setting. As a CoreCivic employee, you can expect: -...

  • Correctional Officer

    2 weeks ago


    Sugar City, CO, United States Core Civic Full time

    $24.49 per hourAt CoreCivic, our employees are driven by a deep sense of service, high standards of professionalism and a responsibility to better the public good. We are hiring immediately for a Correctional Officer who has a passion for providing the highest quality care in an institutional, secure setting. As a CoreCivic employee, you can expect: -...


  • Santa Rosa, California, United States Center Point - DAAC Full time

    Job Title: Bilingual Addiction SpecialistLocation: Sonoma County, CAHourly Rate: $28.00 - $33.00 per hourHours: Part-time (10-20 hours a week)Fluent bilingual speakers (Spanish/English) receive $2/hour differential.Job Summary:We are seeking a compassionate and experienced Registered or Certified Bilingual Spanish/English Substance Abuse Counselor to join...


  • Santa Barbara, California, United States University of California, Santa Barbara Full time

    At the University of California, Santa Barbara, we're committed to delivering exceptional service to our students and community.The Business Systems Analyst will play a key role in driving this mission by analyzing and improving business processes and systems. This individual will work closely with various departments to enhance and modernize existing...


  • Santa Fe, New Mexico, United States Optum Full time

    Unlock a Rewarding Career in Home HealthcareWe are seeking a skilled Nurse Practitioner or Physician Assistant to join our team as a Home Health Specialist. In this role, you will have the opportunity to work with patients in their own homes, providing essential care and support.About the Role:Conduct comprehensive assessments of patients' physical and...


  • Minneapolis, MN, United States Ballard Spahr LLP Full time

    Department: Business and Transactions Ballard Spahr LLP, a national law firm with over 600 lawyers in 15 offices across the country, is seeking an Estate Specialist/Tax Accountant to prepare the tax filings for clients of our Private Client Services practice. The selected individual must have substantial experience in the preparation of Federal gift tax...

  • Correctional Officer

    4 weeks ago


    Saint Charles, MO, United States Whalls Group Full time

    If you've always wanted to make a difference in your community, one of Missouri's most respected counties is looking for Correction Officers for immediate hire. This is a permanent, full-time, long-term career opportunity in the criminal justice field. Starting pay $21.15 /hr., with room for advancement built in. This position is located in Clayton, MO. You...


  • Hartsville, TN, United States Core Civic Full time

    $26.04 per. hourAt CoreCivic, our employees are driven bya deep sense of service, high standards of professionalism and a responsibilityto better the public good. We are currently seeking a Senior Correctional Officer whohas a passion for providing the highest quality care in an institutional,secure setting. Come join a team that is dedicated to making an...

  • Correctional Officer

    3 weeks ago


    Lebanon, TN, United States Core Civic Full time

    $21.94 -$23.94 per hourAt CoreCivic, our employees are driven by a deep sense of service, high standards of professionalism and a responsibility to better the public good. We are hiring immediately for a Correctional Officer who has a passion for providing thehighest quality care in an institutional, secure setting. As a CoreCivic employee, you can expect: -...


  • Tucson, AZ, United States Core Civic Full time

    $27.00 / per hourAt CoreCivic, our employees are driven bya deep sense of service, high standards of professionalism and a responsibilityto better the public good. We are currently seeking a Senior Correctional Officer whohas a passion for providing the highest quality care in an institutional,secure setting. Come join a team that is dedicated to making an...


  • Tucson, AZ, United States Core Civic Full time

    $27.00 / per hourAt CoreCivic, our employees are driven bya deep sense of service, high standards of professionalism and a responsibilityto better the public good. We are currently seeking a Senior Correctional Officer whohas a passion for providing the highest quality care in an institutional,secure setting. Come join a team that is dedicated to making an...


  • Tucson, AZ, United States Core Civic Full time

    $27.00 / per hourAt CoreCivic, our employees are driven bya deep sense of service, high standards of professionalism and a responsibilityto better the public good. We are currently seeking a Senior Correctional Officer whohas a passion for providing the highest quality care in an institutional,secure setting. Come join a team that is dedicated to making an...