Estate Planning & Probate Attorney
Fair Oaks, CA - USA
Job Summary
Pay: $100000.00 - $170000.00 per year
Why This Is a Great Opportunity
- Join a growing estate planning and probate practice where your legal expertise directly helps families protect their assets wishes and legacies.
- Take meaningful ownership of sophisticated estate planning trust and probate matters rather than simply pushing files through a system.
- Work with clients on high-impact matters involving revocable living trusts probate administration estate planning and asset protection.
- Enjoy a collaborative environment where performance and contribution are recognized through a performance-based bonus structure.
- Benefit from health insurance and a 401(k) plan with a 4% match when fully vested.
- Hybrid flexibility gives you the opportunity to balance meaningful client interaction with the flexibility todays attorneys value.
Location
Fair Oaks CA Hybrid with flexibility for the right candidate and a remote radius of up to approximately 100 miles.
Note:
Must be a licensed California attorney with a valid drivers license 10 probate cases handled and experience preparing or handling 100 revocable living trusts. Candidates must have no disciplinary issues with the California State Bar or any other licensing agency.
About Us
We are a client-focused estate planning and probate law practice dedicated to helping individuals and families protect what they have built and carry out their wishes with confidence. Our work centers on thoughtful estate planning trusts probate asset protection and long-term care planning with a strong emphasis on personal service and practical legal guidance. Confidential Employer.
Job Description
- Advise clients on estate planning trusts probate and related wealth and legacy planning matters.
- Prepare review and update revocable living trusts and comprehensive estate planning documents.
- Manage probate matters from initial strategy through administration and resolution.
- Guide clients and families through complex estate and trust administration issues.
- Identify opportunities to protect assets minimize unnecessary probate exposure and accomplish clients long-term goals.
- Apply strong legal judgment to matters involving trusts wills powers of attorney healthcare directives and related planning documents.
- Communicate directly with clients in a clear compassionate and professional manner.
- Collaborate with the team to deliver a high-quality client experience and keep matters moving efficiently.
- Apply knowledge of California estate planning and probate law to develop practical solutions for clients.
- Bring an ownership mindset to your caseload client relationships and overall contribution to the practice.
Qualifications
- Active California State Bar license in good standing.
- 10 probate cases handled independently or with significant responsibility.
- Experience with 100 revocable living trusts.
- Strong estate planning trust probate and client counseling experience.
- Valid drivers license.
- Strong written and verbal communication skills.
- Excellent organization judgment attention to detail and ability to manage multiple matters.
- Understanding of California Medi-Cal and long-term care asset rules is a strong plus.
- Experience in a law firm in-house legal environment or solo practice will be considered based on demonstrated experience and results.
Why You Will Love Working Here
You will have the opportunity to do substantive legal work that genuinely matters to families while working with a team that values initiative accountability and quality. We believe the attorney-client relationship should be personal and that strong performance should be recognized. If you want meaningful ownership of your work professional flexibility and the opportunity to make a measurable impact this is a place where your experience can truly matter.
JPC-1771
Benefits:
- Dental insurance
- Paid time off
- Retirement plan
- Vision insurance
Requirements: Must-have: (Remote flexible - radius is 100 miles). CA bar license; must have handled 10 probate cases and 100 revocable living trusts.
- Required Years as Associate
- Additional context: Relocation- No. Packages - no
- Salary Bands (Only if attorney role):
- 4 years: $100000-$120000
- 7 years: $120000-$145000
- 10 years: $145000-$170000
Quick Recruiter Reference
Recruiters Submission: To submit cancel - Estate Planning & Probate Attorney - California Probate and Trust PC - JPC- 1771 - source
**New Job Order Alert**
- Client job title: Estate Planning & Probate Attorney
- Location: Fair Oaks CA
- On-site hybrid remote: Hybrid
- Experience:
- Good fit job titles/keywords for candidates: Estate Planning Attorney Probate Attorney Trusts & Estates Attorney Trust Attorney Estate Planning & Probate Attorney
- # of hires needed: 1