Estate Planning Attorney

4 hours ago

Newport Beach, California, United States Law Office of Susan A. Katzen Full time
Job Title: Trusts, Estates

We are seeking a highly skilled and experienced Associate Attorney to join our team at the Law Office of Susan A. Katzen. As a key member of our Estate Planning and Trust Administration department, you will be responsible for providing exceptional legal services to our clients.

Responsibilities:
  • Draft, review, and edit various legal documents related to Probate Law, including Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions.
  • Manage Trust Administrations, Probate cases, and Conservatorship cases from beginning to end, ensuring timely and efficient resolution.
  • Address Probate Notes and Tentative Rulings by providing Supplements, demonstrating your expertise in Probate Law.
  • Work closely with the Owner and Senior Associate Attorney to ensure the progress of cases, leveraging your strong communication and collaboration skills.
  • Delegate tasks to paralegals, legal assistants, and law clerks, overseeing their work and ensuring high-quality results.
  • Lead initial consultations and client meetings, providing exceptional client service and building strong relationships.
  • Maintain strong client relationships through consistent and timely communication, ensuring client satisfaction and loyalty.
  • Represent clients at hearings, advocating for their interests and achieving successful outcomes.
  • Coordinate with the billing department to prepare and send out invoices, ensuring accurate and timely billing.
Qualifications:
  • 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.
  • Ability to handle matters and clients independently, with a strong capacity for self-motivation and initiative.
  • Dedication to ensuring that clients receive top-notch service and results, with a focus on client satisfaction and loyalty.
  • Strong computer skills, with extensive experience using MS Office Suite, timekeeping, and case management software.
  • Emotional intelligence and empathy, with the ability to work effectively with clients and colleagues.

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and experienced Associate Attorney looking for a new challenge, we encourage you to apply.

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