Trust and Estate Administration Associate Attorney

Company
Copenbarger & Copenbarger LLP
City
San Jose
State
CA
Salary Range
$78,000-$120,000

Qualifications

  • California Bar License (Required)
  • Bachelor's (Preferred)
  • Trust or Estate Administration: 3 years (Preferred)
  • US work authorization (Preferred)

About us

Copenbarger & Copenbarger LLP. is a company in LEGAL in Santa Ana, CA 92707. We are supportive, social and our goal is to Help Clients and their families build and honor lasting legacies.

Our work environment includes:

  • Lively atmosphere
  • Food provided

The successful candidate will have 3+ years of trust & estate administration law experience and must be well versed in general trust & estate accounts, conservatorships, as well as the entire administration process.

You’ll be responsible for administering wills and trusts; preparing probate administration documents, conservatorship administration documents, estate administration documents, and accounts; gathering, inventorying, identifying, and valuing of assets; distribution, allocation and funding of sub-trusts; drafting court documents (such as 850 petitions & 17200 petitions); legal research; and communicating with clients, staff, and attorneys.

Additional responsibilities for the successful candidate include preparation and review of accounts and review of estate tax returns, and review of federal and state fiduciary income tax returns.

The firm is seeking someone who’s personable and comfortable in a client-facing role, as you’ll be regularly liaising with clients and internal staff. The ideal candidate will have experience with trusts and other estate planning documents. A strong academic record and excellent writing skills are required. Must be admitted to practice in the State of California.

This position requires excellent organization, computer skills, and math. Must be detail-oriented, able to work directly with clients, a self-starter who is able to meet deadlines and works well both independently and as part of a team.

This is a great chance for candidates to advance their careers, learn alongside accomplished Attorneys, and find a law firm that cares about work-life balance. Copenbarger & Copenbarger LLP offers a competitive salary complimented by an excellent benefits package with a variety of benefits to support your health and financial goals.

Job Functions:

· Conduct legal analyses of issues in claims, requiring knowledge and understanding of applicable case law and statutes.

  • Engage in direct communications via telephone and e-mail with attorneys, staff, and clients.
  • Engage in litigation related events including but not limited to depositions, conferences, and hearings.
  • Properly track and record time billed on claim-related tasks, reaching monthly goal following initial training period.
  • Administer guardianship and probate matters from filing to discharge including use of restricted depository accounts and creation of accountings.

Qualification & Education Requirements:

· 3+ years of trust and estate administration experience

  • Juris Doctorate
  • California Bar Admission/Member in Good Standing
  • Must be able to write in a clear, logical, and grammatically correct manner, integrating legal analyses into work.
  • Ability to analyze facts and discovery to apply to statutes and case law on point.
  • Ability to verbally present case facts, legal analyses and recommendations and defend positions through same.
  • Ability to work independently with exception of on new topics or issues on which it is expected help to be sought so as to not sacrifice significant time on project.
  • LLM in Tax or Estate Planning is a plus

Why Join Us?
You’ll be joining a firm that’s well-respected in the community. We serve clients statewide across California, specializing in estate planning, taxation, litigation, business formation and more. Our firm stands out from the competition because we have attorneys who are experts in tax, estate, and elder law. Whether you enjoy working autonomously or with a collaborative team, you’ll get the freedom of a hybrid work environment. The right attorney will have compassion and understanding for the clients they are working with. Must be able to adhere to the firm's core values, including a commitment to growth and have strong, long-lasting client relationships

Job Type: Full-time

Pay: $78,000.00 - $120,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Parental leave
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Bonus pay

Education:

  • Bachelor's (Preferred)

Experience:

  • Trust or Estate Administration: 3 years (Preferred)

License/Certification:

  • California Bar License (Required)

Willingness to travel:

  • 25% (Required)

Job Posted 12/8/2021