Estate Planning Attorney
3 days ago
We are seeking a highly skilled and motivated Associate Attorney to join our team at the Law Office of Susan A. Katzen. As a key member of our Estate Planning 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.
- 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.
- 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).
-
Estate Planning Attorney
6 hours ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled Estate Planning/Tax Attorney to join our team at Jobot. As an Estate Planning/Tax Attorney, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and drafting.Responsibilities:* Provide...
-
Estate Planning Attorney
3 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning AttorneyJobot is seeking an experienced Estate Planning Attorney to join our team. As an Estate Planning Attorney, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.Responsibilities:Develop and implement estate plans, including...
-
Estate Planning Attorney
8 hours ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning AttorneyAbout the Role:Jobot is seeking an experienced Estate Planning Attorney to join our team. As an Estate Planning Attorney, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.Responsibilities:1. Provide legal advice to...
-
Estate Planning Attorney
3 days ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning/Tax AttorneyAre you a dedicated and detail-oriented attorney with a passion for estate planning? We are seeking a skilled professional to join our team at Jobot.About the Role:Provide top-notch estate planning services to high net-worth clients and everyday families.Develop and implement comprehensive estate plans, including...
-
Estate Planning Attorney
3 days ago
Newport Beach, California, United States Meier Law Firm Full timeJoin Our Team as an Experienced Estate Planning AttorneyWe are seeking a highly skilled and knowledgeable estate planning attorney to join our team at the Meier Law Firm. As a key member of our leadership team, you will be responsible for providing exceptional legal services to our clients, ensuring their estate planning needs are met with compassion and...
-
Estate Planning Attorney
1 day ago
Newport Beach, United States Meier Law Firm Full timeJob OpportunityWe are seeking a highly skilled and experienced estate planning attorney to join our team at the Meier Law Firm. As a key member of our leadership team, you will be responsible for performing general estate planning, probate, and trust administration services.The ideal candidate will have a strong background in estate planning and a proven...
-
Estate Planning Attorney
4 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled and experienced Estate Planning/Tax Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and...
-
Estate Planning Attorney
4 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning AttorneyAbout the Role:We are seeking an experienced Estate Planning Attorney to join our team at Jobot. As an Estate Planning Attorney, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.Responsibilities:Develop and implement...
-
Estate Planning Attorney
3 weeks ago
Newport Beach, United States Jobot Full timeJob OpportunitySouthern California-based law firm seeks an experienced Estate Planning Attorney to join their team. As a full-service firm, they provide transactional and litigation services across various practice areas.About the RoleProvide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation...
-
Estate Planning Attorney
4 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled and experienced Estate Planning/Tax Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and...
-
Estate Planning Attorney
4 weeks ago
Newport Beach, California, United States Jobot Full timeJob Title: Estate Planning/Tax AttorneyAbout the Role:We are seeking a highly skilled and experienced Estate Planning/Tax Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing top-notch legal services to our clients, including estate planning, trust administration, probate, and...
-
Estate Planning Attorney
4 weeks ago
Newport Beach, United States Jobot Full timeJob OpportunityWe are seeking an experienced Estate Planning Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.Responsibilities:Develop and implement estate plans, including drafting and...
-
Trust and Estate Planning Attorney
3 days ago
Newport Beach, United States Royalty Hospitality Staffing Full timeUnlock Your Potential as a Trust and Estate Planning AttorneyAre you a skilled attorney looking to make a meaningful impact in the lives of individuals and families? Do you have a passion for estate planning and trust administration? We're seeking a talented Trust and Estate Planning Attorney to join our team at Royalty Hospitality Staffing.About the RoleAs...
-
Estate Planning Attorney
3 weeks ago
Newport Beach, United States Meier Law Firm Full timeJob OpportunityThe Meier Law Firm is seeking a highly skilled and experienced estate planning attorney to join our team. As a key member of our leadership team, you will be responsible for providing exceptional legal services to our clients with compassion and care.Responsibilities:Conduct in-person planning sessions for potential clients and determine legal...
-
Estate Planning Attorney
3 days ago
Newport Beach, California, United States FERRUZZO & FERRUZZO, LLP Full timeFerruzzo & Ferruzzo, LLP - Estate Planning AttorneyWe are seeking an experienced Estate Planning / Trust Administration Attorney to join our team at Ferruzzo & Ferruzzo, LLP. As a key member of our firm, you will be responsible for providing exceptional client service, managing multiple legal matters, and developing strong relationships with clients.Key...
-
Estate Planning Attorney
3 weeks ago
Newport Beach, California, United States Ferruzzo and Ferruzzo, LLP Full timeJob OpportunityFerruzzo & Ferruzzo, LLP is seeking an experienced Estate Planning / Trust Administration Attorney to join our team. As a dynamic and entrepreneurial individual, you will have the opportunity to grow and potentially become a partner in our firm.We are looking for a candidate with six (6) to twelve (12) years of experience in estate planning...
-
Estate Planning Attorney
1 month ago
Newport Beach, California, United States Jobot Full timeAbout the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Jobot. As a key member of our legal team, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.ResponsibilitiesDevelop and implement estate plans, including drafting and...
-
Estate Planning Attorney
2 weeks ago
Newport Beach, California, United States Jobot Full timeAbout the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Jobot. As a key member of our legal team, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.ResponsibilitiesDevelop and implement estate plans, including drafting and...
-
Estate Planning Attorney
7 days ago
Newport Beach, California, United States Jobot Full timeAbout the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Jobot. As a key member of our legal team, you will be responsible for providing comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.ResponsibilitiesDevelop and implement estate plans, including drafting and...
-
Estate Planning and Probate Attorney
4 weeks ago
Newport Beach, United States Soto Law Group, APC Full timeJob Title: Estate Planning and Probate AttorneyWe are seeking a highly skilled and experienced Estate Planning and Probate Attorney to join our team at Soto Law Group, APC. As a key member of our team, you will play a crucial role in resolving Estate Planning issues, either in pre-planning or during the probate process.Responsibilities:Assist clients in...