Trusts, Estates

3 weeks ago

Newport Beach, United States Law Office of Susan A. Katzen Full time
Description

Are you a talented attorney specializing in Estate Planning, Special Needs Planning, Trust Administration, Probate, or Conservatorships? Seeking an opportunity to make a significant impact at a respected firm? We are currently looking for a full-time Associate Attorney who is passionate about building a long-lasting career and joining a supportive team. This position transcends traditional employment; it provides a unique chance to cultivate a rewarding career at a well-regarded firm recognized for its exceptional legal services in the local area. Our ideal candidate is a driven individual who is reliable, highly organized, and meticulous. We are in search of a proficient communicator with outstanding verbal and written abilities, a proactive nature, adept at thriving in a dynamic setting, and capable of excelling both independently and collaboratively.

Responsibilities

• Draft, review, and edit various legal documents related to Probate Law such as Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions
• Manage Trust Administrations, Probate cases, and Conservatorship cases from beginning to end
• Address Probate Notes and Tentative Rulings by providing Supplements
• Work closely with the Owner and Senior Associate Attorney to ensure the progress of cases
• Delegate tasks to paralegals, legal assistants, and law clerks, overseeing their work
• Lead initial consultations and client meetings
• Maintain strong client relationships through consistent and timely communication
• Represent clients at hearings
• Coordinate with the billing department to prepare and send out invoices

Qualifications

Our ideal Associate Attorney would have demonstrated experience in the following:
• Minimum of four (4) years experience in any two of 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)
• Is dedicated to ensuring 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 cannot deal well with people
• Ability to work in the office (this is not a remote position)

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