Estate Planning Attorney

4 weeks ago


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

We are seeking a highly skilled and dedicated Attorney to join our team at the Law Office of Susan A. Katzen. As a Trusts, Estates, and Special Needs law firm, we provide exceptional personalized legal services and peace of mind to our clients.

Key Responsibilities
  • Review and revise various legal documents pertaining to Probate Law, including Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions.
  • Oversee Trust Administrations, Probate cases, and Conservatorship cases throughout the entire process.
  • Address Probate Notes and Tentative Rulings by supplying Supplements as needed.
  • Collaborate closely with the Owner and Senior Associate Attorney to ensure case progression.
  • Assign duties to paralegals, legal assistants, and law clerks while supervising their tasks.
  • Conduct initial consultations and meetings with clients.
  • Sustain strong client connections through regular and prompt communication.
  • Advocate for clients during hearings.
  • Coordinate with the billing department to create and dispatch invoices.
Requirements
  • A minimum of four (4) years of experience in Estate Planning, Special Needs Planning, Trust Administration, Conservatorships, or Probate.
  • Licensed with the California State Bar.
  • Demonstrated ability to handle legal matters and clients independently after an orientation and supervision period.
  • Dedication to delivering top-notch service and achieving excellent results for clients.
  • Proficient in using MS Office Suite, timekeeping, and case management software with strong computer skills.
  • Emotional intelligence and empathy towards clients and individuals.
  • Ability to work effectively in the office environment.
About Our Firm

We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm 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 and the assets they possess.



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