Job Description
Senior Trusts, Estates & Probate Attorney
Firm: Law Office of Susan A. Katzen
Location: Newport Beach, CA (In-Office Only, with hybrid potential)
SIGNING BONUS: $3k at 90 days/$3k at 6 months/$3k at 1 year
Join, the Law Office of Susan A. Katzen, a growing, well-respected law firm in Newport Beach, CA, specializing in Estate Planning, Special Needs Planning, Trust Administration, Probate, and Conservatorships. We are seeking an experienced Senior Associate Attorney who is passionate about client service, professional growth, and contributing to a supportive team environment.
This is a full-time, long-term career opportunity with a firm known for delivering exceptional personalized legal services to the local community.
Responsibilities:
-Draft, review, and edit legal documents (Accounting Petitions, Petitions for Instructions, Conservatorship Petitions).
-Manage Trust Administration, Probate, and Conservatorship cases from start to finish.
-Design and consult with clients Revocable Living Trusts and Special Needs Trusts
-Address Probate Notes and Tentative Rulings, drafting necessary Supplements.
-Conduct client consultations and maintain strong client communication.
-Supervise and delegate to paralegals, legal assistants, and law clerks.
-Represent clients during hearings.
-Collaborate with the billing department to review and send invoices.
Requirements
-5-7+ years of experience in Estate Planning, Special Needs Planning, Trust Administration, Conservatorships, or Probate.
-Active California Bar license.
-Ability to handle cases independently after an initial orientation period.
-Strong organizational skills, attention to detail, and excellent communication abilities.
-Proficient with MS Office Suite, case management, and timekeeping software.
-High emotional intelligence and empathy toward clients.
-Must work in the office. Open to hybrid model after a successful completed training period.
Benefits
-Salary: $120,000-$150,000, depending on experience (DOE)
-Bonus Eligibility: Annual performance-based bonus
-Sign-On Bonus: $3k at 90 days/$3k at 6 months/$3k at 1 year
-Vacation: Negotiable for attorneys
-Paid Holidays: New Year's Day, Memorial Day, Fourth of July, Labor Day, Thanksgiving Day and the day after, and Christmas Day
-Health Coverage: Medical, dental, vision, and life insurance
-Retirement Plan: 401(k) with 4% employer match
-Professional Development: Continuing education, professional and personal development opportunities
-Bar Dues: Annual bar dues paid by the firm
-Additional Perks: Paid parking
About Us:
We are a dedicated Trusts, Estates, and Special Needs law firm committed to helping clients plan for and protect the people they love and the assets they possess. Our practice focuses on Estate Planning, Special Needs Planning, Trust Administration, Probate, Conservatorships, and Settlement Planning — with no litigation services. We pride ourselves on offering practical solutions and compassionate support through life's transitions.
How to Apply:
If this opportunity sounds like a great fit, we'd love to hear from you! Please send your resume along with a cover letter sharing why this role and our firm's mission resonates with you. We will respect and keep all confidences of those applying.
We will personally reach out to candidates whose experience and goals align with our team and culture.
Kindly, no direct inquiries or agency submissions. Thank you for your understanding!
Employment Type: Full-Time
Salary: $ 120,000.00 150,000.00 Per Year
Job Tags
Full time, Local area, Relocation package,