Trust and Estate Attorney

Career Consulting Partners has partnered with a successful boutique law firm in the Montclair/Rancho Cucamonga area in search of a Trust and Estate Attorney. This is a tech-forward firm with a 30 year legacy in trust and estate law looking for an attorney interested in a direct path to partnerhip. This is not a back-office drafting role. You will fully own your caseload from intake to resolution. You will drive legal strategy manage client relationships supervise staff and represent fiduciaries in court-supervised proceedings for both uncontested administration and contested litigation.

• Prepare and file petitions for probate/letters of administration statutory notifications inventories accountings and petitions for distribution.

• Adise trustees on fiduciary duties trust interpretation and California probate code compliance.

• Draft Heggstad petitions petitions for instructions and probate code 17200 petitions.

• File petitions for appointment of conservator (person/estate) coordinate care plans/court investigator reports and handle annual status reports.

• Administer first-party third-party and pooled disability trusts ensuring strict compliance with Medi-Cal SSI and public benefit requirements.

• This is not a purely transactional or estate planning role

• Juris Doctor (J.D.) degree from an accredited law school and a valid California state bar membership.

• 2 years of experience in trust and estate law including probate court appearances

• Must be open to handling a mixed caseload

• Experience with trust administration probate conservatorship and/or trust litigation

• Strong legal research writing and oral advocacy skills

• Experience representing fiduciaries (trustees administrators conservators) in probate court

• Ability to manage a full caseload independently with minimal supervision

• Proficiency with legal technology and case management systems

• Independent judgement and initiative

• Base Compensation: $120000 - $190000

• Performance bonuses for exceeding 1800 annual billable hours and for case origination

• Case origination bonuses for cases that you bring to the Firm

• Partnership track: Consideration for profit-sharing or partnership after 35 years of successful performance

• Group health insurance (employer contributes)

• Life insurance

• 12 paid holidays per year

• Paid time off accrues based on tenure

• Paid sick leave

• Continuing education and tuition assistance

• Claremont CA

• Hybrid Flexible Schedule

***Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application we will reach out to you and review the firm(s) before we move forward***