Estate & Trust Attorney

Our Probate & Trust Litigation Attorney is responsible for handling uncontested & contested probate and trust matters advising clients on fiduciary disputes and representing beneficiaries trustees and executors in litigation proceedings. This role requires strategic case management and the ability to independently manage complex matters while collaborating with the firms attorneys and paralegals.

Send a cover letter to apply and why you would be a great fit for this position.

• Represent clients in probate and trust litigation matters including will contests breach of fiduciary duty claims and trust modifications

• Draft pleadings motions legal memoranda and discovery requests/responses

• Conduct legal research and analyze complex factual and legal issues

• Participate in mediations and court hearings

• Collaborate with clients experts and opposing counsel to advance case strategy

• Maintain timely communication with clients and provide legal advice throughout the process

• Manage deadlines and case files with attention to detail and strategic thinking

Litigation (Primary Focus)

• Handle all aspects of probate and trust litigation cases from inception through resolution

• Analyze wills trusts and estate planning documents to identify legal issues and claims

• Draft pleadings petitions motions and discovery (including interrogatories requests for production etc.)

• Appear in court for hearings case management conferences and trials

• Conduct legal research and develop litigation strategies

• Manage discovery depositions and settlement negotiations

• Advise clients on fiduciary duties breaches undue influence and elder abuse claims

Probate & Trust Oversight (As Needed)

• Oversee probate and trust administration handled by paralegals stepping in on complex matters

• Review probate filings from petition through final distribution

• Ensure compliance with court procedures and deadlines

• Assist with resolving disputes arising during administration

Client Management

• Communicate directly with clients beneficiaries trustees and opposing counsel

• Provide legal advice and case updates in a clear compassionate and strategic manner

• Gather and analyze financial and case-related documents
  

Firm Contribution

• Collaborate with internal team (attorneys paralegals client services)

• Support firm growth through client relationship management and reputation building

• Maintain accurate timekeeping and case files

• Active member of the California State Bar
• Minimum 3 years of probate or trust litigation experience (or strong litigation background)
• Experience handling court appearances independently
• Strong drafting negotiation and analytical skills
• Ability to manage multiple cases and deadlines