Estate Planning Attorney

3 weeks ago


Newport Beach, United States Law Office of Susan A. Katzen Full time
About the Opportunity
We are seeking an experienced Estate Planning Attorney to join our team at the Law Office of Susan A. Katzen in Newport Beach, CA. As a Senior Trusts Attorney, you will play a vital role in delivering exceptional legal services to our clients.

Our ideal candidate possesses a minimum of 7-10 years of experience in Estate Planning, Special Needs Planning, Trust Administration, Conservatorships, or Probate and is licensed with the California State Bar.

The successful applicant will be responsible for reviewing and revising various legal documents pertaining to Probate Law, overseeing Trust Administrations, Probate cases, and Conservatorship cases throughout the entire process, and addressing Probate Notes and Tentative Rulings by supplying Supplements as needed.

This role requires strong communication skills, excellent verbal and written abilities, and the ability to thrive in a dynamic environment while working effectively with a team.

Key Responsibilities:
  • Review and revise various legal documents pertaining to Probate Law
  • Oversee Trust Administrations, Probate cases, and Conservatorship cases
  • Address Probate Notes and Tentative Rulings
  • Collaborate closely with the Owner and other Senior Associate Attorney to ensure case progression


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