Current jobs related to Estate Planning Attorney - Newport Beach - Law Office of Susan A. Katzen

  • Estate Planning Attorney

    1 month ago

    Newport Beach, United States Meier Law Firm Full time

    Job 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

    1 month ago

    Newport Beach, California, United States Jobot Full time

    About 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: Provide legal advice to clients on estate planning, wills,...

  • Estate Planning Attorney

    4 weeks ago

    Newport Beach, California, United States Jobot Full time

    Southern California full service firm is seeking a highly skilled Estate Planning Attorney to join our dynamic team. As a key member of our team, you will provide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies. Your expertise will be invaluable in developing and implementing estate plans,...

  • Estate Planning Attorney

    2 months ago

    Newport Beach, United States Jobot Full time

    Job DescriptionJob DescriptionSouthern California full service firm! Serving transactional and litigation needs across practice areas. ONSITEThis Jobot Job is hosted by: Mallory CallowayAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $125,000 - $175,000 per yearA bit about us:Southern California full service...

  • Estate Planning Attorney

    4 weeks ago

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

    Job DescriptionWe 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 ResponsibilitiesReview and revise various legal documents pertaining to Probate Law, including...

  • Estate Planning Attorney

    4 weeks ago

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

    Job SummaryWe are seeking a highly skilled Associate Attorney to join our team at the Law Office of Susan A. Katzen. As a key member of our team, you will be responsible for drafting, reviewing, and editing various legal documents related to Probate Law, including Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions.Key...

  • Estate Planning

    2 months ago

    Newport Beach, United States FERRUZZO & FERRUZZO, LLP Full time

    Are you looking to join a lifestyle firm that truly values work-life balance? We are seeking a dynamic individual with an entrepreneurial spirit who is eager to grow and potentially become a partner in our firm. If you are passionate about what you do and are looking for a firm that supports your professional and personal aspirations, we want to hear from...

  • Estate Planning Paralegal

    1 month ago

    newport beach, United States Finn Legal Group, APC Full time

    Estate Planning ParalegalLocation: Hybrid (Remote + Onsite in [Newport Beach, California])Position Type: Full-TimeSalary: $85,000 per yearAbout UsAt Finn Legal Group, APC, located in Newport Beach, CA, we specialize in protecting assets, creating customized estate plans, guiding through trust administration and probate, and assisting in business succession...

  • Estate Planning Paralegal

    2 weeks ago

    Newport Beach, United States Finn Legal Group, APC Full time

    Estate Planning ParalegalLocation: Hybrid (Remote + Onsite in [Newport Beach, California])Position Type: Full-TimeSalary: $85,000 per yearAbout UsAt Finn Legal Group, APC, located in Newport Beach, CA, we specialize in protecting assets, creating customized estate plans, guiding through trust administration and probate, and assisting in business succession...

  • Estate Planning Paralegal

    1 month ago

    newport beach, United States Finn Legal Group, APC Full time

    Estate Planning ParalegalLocation: Hybrid (Remote + Onsite in [Newport Beach, California])Position Type: Full-TimeSalary: $85,000 per yearAbout UsAt Finn Legal Group, APC, located in Newport Beach, CA, we specialize in protecting assets, creating customized estate plans, guiding through trust administration and probate, and assisting in business succession...

  • Estate Planning Paralegal

    1 month ago

    Newport Beach, United States Finn Legal Group, APC Full time

    Estate Planning ParalegalLocation: Hybrid (Remote + Onsite in [Newport Beach, California])Position Type: Full-TimeSalary: $85,000 per yearAbout UsAt Finn Legal Group, APC, located in Newport Beach, CA, we specialize in protecting assets, creating customized estate plans, guiding through trust administration and probate, and assisting in business succession...

  • Estate Planning Associate Attorney

    2 weeks ago

    Brighton Beach, United States Liberty Personnel Services, Inc Full time

    Job DescriptionJob DescriptionJob Overview:We are seeking an experienced and detail-oriented Estate Planning Attorney to join our reputable law firm in, South Carolina. This attorney will provide expert legal counsel to individuals and families on a range of estate planning matters, including wills, trusts, powers of attorney, and tax strategies. The ideal...

  • Trusts and Estates Attorney

    4 weeks ago

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

    Job Title: Trusts and Estates AttorneyWe are seeking a skilled Trusts and Estates Attorney to join our team at the Law Office of Susan A. Katzen. As a Trusts and Estates Attorney, you will be responsible for reviewing and revising various legal documents, overseeing trust administrations, probate cases, and conservatorship cases, and addressing probate notes...

  • Estate Planning Paralegal Specialist

    3 weeks ago

    Newport Beach, California, United States Finn Legal Group, APC Full time

    About the RoleAt Finn Legal Group, APC, we are seeking a highly skilled and experienced Estate Planning Paralegal to join our team. As a key member of our team, you will be responsible for supporting attorneys in preparing estate plans, managing probate processes, and administering trusts.Key ResponsibilitiesAssist attorneys in drafting, reviewing, and...

  • Real Estate Attorney

    2 months ago

    Newport Beach, United States Jobot Full time

    Job DescriptionJob DescriptionHybrid Remote Real Estate Transactional Attorney!This Jobot Job is hosted by: Sharon BrownAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $170,000 - $200,000 per yearA bit about us:We are currently seeking a dynamic transactional Real Estate Attorney to join our fast-paced legal...

  • Estate Planning Paralegal Specialist

    4 weeks ago

    Newport Beach, California, United States Finn Legal Group, APC Full time

    About UsFinn Legal Group, APC is a leading law firm specializing in estate planning, probate, and trust administration. We are dedicated to protecting our clients' assets and creating customized estate plans that meet their unique needs.Position OverviewWe are seeking a highly skilled Estate Planning Paralegal to join our team. The ideal candidate will have...

  • Trust and Estate Planning Specialist

    4 weeks ago

    Newport Beach, United States Royalty Hospitality Staffing Full time

    Why Royalty Hospitality Staffing:Our company offers a unique opportunity to work in a dynamic and performance-driven environment. We prioritize our employees' growth and well-being, providing a competitive benefits package and a clear career advancement trajectory.Responsibilities:As a Trust and Estate Attorney, you will be responsible for creating...

  • Transactional Real Estate Attorney

    4 weeks ago

    Newport Beach, United States Jobot Full time

    Job DescriptionJob DescriptionSouthern California full service firm! Serving transactional and litigation needs across practice areas. ONSITEThis Jobot Job is hosted by: Mallory CallowayAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $140,000 - $175,000 per yearA bit about us:Southern California full service...

  • Estate Planning Paralegal Specialist

    4 weeks ago

    Newport Beach, California, United States Jobot Full time

    Job Title: Estate Planning ParalegalAt Jobot, we are seeking a skilled Paralegal to join our team in the area of Estate Planning and Administration. The ideal candidate will have a minimum of 3 years of experience as a paralegal, preferably in the field of estate planning.Key Responsibilities:Provide exceptional support to attorneys and clients in the...

  • Trusts, Estates

    4 weeks ago

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

    Description Are you a skilled lawyer specializing in Estate Planning, Special Needs Planning, Trust Administration, Probate, or Conservatorships? Do you seek an opportunity to have a significant impact at a reputable firm? We are currently hiring a full-time Associate Attorney who is enthusiastic about establishing a long-lasting career and becoming part of...

Estate Planning Attorney

1 month ago

Newport Beach, United States Law Office of Susan A. Katzen Full time
Job Opportunity: Associate Attorney - Estate Planning

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.
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.
  • 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).