Talent.com
Attorney - Trust & Estate Administration (5-7 Years Experience Required)
Attorney - Trust & Estate Administration (5-7 Years Experience Required)Copenbarger & Copenbarger • Monte Sereno, CA, US
Attorney - Trust & Estate Administration (5-7 Years Experience Required)

Attorney - Trust & Estate Administration (5-7 Years Experience Required)

Copenbarger & Copenbarger • Monte Sereno, CA, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Location : San Jose, CA (In-person; also hiring in Santa Ana)

Compensation : $120,000–$200,000 per year

Supplemental Pay : Bonus pay

Benefits :

  • 401(k) & retirement plan
  • Health, dental, and vision insurance
  • Health savings & flexible spending accounts
  • Paid time off & parental leave
  • Flexible schedule
  • Employee discounts
  • Employee assistance program
  • Professional development assistance
  • Referral program

Position Summary :

Copenbarger & Copenbarger LLP, a full-service estate planning and elder law firm, is seeking a Trust and Estate Administration Associate Attorney with 5–7 years of experience for our San Jose office. This role is ideal for a mid-level attorney who thrives in a client-facing, detail-oriented practice and wants to join a highly respected firm with deep expertise in tax, estate, and elder law. We offer competitive compensation, strong benefits, and a supportive, collaborative culture.

Key Responsibilities :

  • Administer wills, trusts, probates, and conservatorships from start to finish
  • Draft and prepare petitions, court documents, and fiduciary accounts (e.g., 850 & 17200 petitions)
  • Handle asset inventory, valuation, sub-trust funding, and distributions
  • Review estate and gift tax returns, fiduciary income tax returns
  • Communicate regularly with clients, internal staff, and attorneys
  • Perform legal research and maintain accurate documentation
  • Attend litigation-related events (depositions, hearings, etc.) if applicable
  • Maintain billable hours with accurate time tracking
  • Coordinate with courts and restricted depository accounts when needed
  • Support clients with compassion and professionalism through the administration process
  • Qualifications :

  • Juris Doctorate
  • Active California Bar membership in good standing
  • 5–7 years of direct experience in trust & estate administration (required)
  • Clear and professional legal writing and analysis
  • Comfortable working independently with good judgment on when to escalate issues
  • Strong client-facing communication and interpersonal skills
  • Organized, deadline-driven, and detail-oriented
  • Experience with conservatorships and probates required
  • Experience with estate planning, guardianships, or contested matters is a plus
  • LL.M. in Tax or Estate Planning is a plus
  • Why Join Us?

    You’ll be part of a mission-driven, client-focused law firm that values growth, compassion, and work-life balance. Whether you prefer autonomy or collaboration, our hybrid-friendly structure offers flexibility. We pride ourselves on creating lasting client relationships and providing legal excellence across estate planning, taxation, litigation, and business law.

    Alternate Titles :

  • Trust & Estate Administration Associate Attorney (5–7 Years Experience)
  • Trust Administration Attorney – San Jose
  • Estate Planning & Probate Attorney
  • Trust Administration Attorney
  • Estate Planning Attorney
  • Probate Attorney
  • Fiduciary Law Attorney
  • Conservatorship Attorney
  • Elder Law Attorney
  • Wills & Trusts Lawyer
  • Associate Attorney – Trust & Estates
  • Tax & Estate Planning Attorney
  • We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    Keywords :

    Trust administration, probate attorney, estate attorney, conservatorships, fiduciary accounts, wills, trusts, petitions, California Bar, elder law, estate planning, guardianships, contested matters, sub-trust funding, estate tax returns, gift tax returns, fiduciary income tax returns, legal drafting, litigation support, billable hours, client communication, trust & estates associate, Santa Ana attorney jobs, San Jose attorney jobs

    Create a job alert for this search

    Estate Attorney • Monte Sereno, CA, US

    Related jobs
    Litigation Attorney

    Litigation Attorney

    Cross Ocean Technologies Inc • Oakland, CA, US
    Full-time
    GENERAL LITIGATION ATTORNEY WITH TRUST AND ESTATE PLANNING.General Litigator with Estate and Trust Planning experience.You will be assigned to our vast pool of clients becoming part of our burgeoni...Show more
    Last updated: 30+ days ago • Promoted
    Litigation Attorney

    Litigation Attorney

    Jobot • Oakland, CA, US
    Full-time
    Great opportunity to join a national plaintiff litigation firm with a great reputation!.This Jobot Job is hosted by : Ethan Goldman. Are you a fit? Easy Apply now by clicking the "Apply Now"...Show more
    Last updated: 30+ days ago • Promoted
    Fiduciary Law Attorney

    Fiduciary Law Attorney

    Copenbarger & Copenbarger • San Jose, CA, US
    Full-time
    San Jose, CA (In-person; also hiring in Santa Ana).Health, dental, and vision insurance.Health savings & flexible spending accounts. Paid time off & parental leave.Professional development a...Show more
    Last updated: 23 days ago • Promoted
    Managing Attorney

    Managing Attorney

    People With Disabilities Foundation • San Francisco, CA, US
    Full-time +1
    PEOPLE WITH DISABILITIES FOUNDATION (PWDF) is a small nonprofit agency located in San Francisco that focuses on equal access for individuals with mental and / or developmental disabilities.Applicants...Show more
    Last updated: 30+ days ago • Promoted
    Real Estate Litigation Attorney

    Real Estate Litigation Attorney

    Jobot • San Jose, CA, US
    Full-time
    Real Estate Litigation Attorney - 3 locations - Full-Service Law Firm!.This Jobot Job is hosted by : Jacob Vane.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending ...Show more
    Last updated: 15 days ago • Promoted
    Estate Planning Attorney

    Estate Planning Attorney

    Copenbarger & Copenbarger • San Jose, CA, US
    Full-time
    San Jose, CA (In-person; also hiring in Santa Ana).Health, dental, and vision insurance.Health savings & flexible spending accounts. Paid time off & parental leave.Professional development a...Show more
    Last updated: 23 days ago • Promoted
    Trusts and Estates Litigation Associate

    Trusts and Estates Litigation Associate

    Temmerman, Cilley & Kohlmann, LLP • San Jose, CA, US
    Full-time
    Temmerman, Cilley, Kohlmann & Norcia, LLP, a sophisticated trust & estates firm with offices in Santa Clara and Contra Costa Counties, has an immediate opening for a senior associate i...Show more
    Last updated: 30+ days ago • Promoted
    Employment Attorney

    Employment Attorney

    Tucker Ellis LLP • San Francisco, CA, US
    Full-time
    Location – Los Angeles, Orange County, or San Francisco, CA (Hybrid).Tucker Ellis LLP is seeking an experienced Employment Attorney to join our growing Labor & Employment practice in any ...Show more
    Last updated: 9 days ago • Promoted
    Remote Family Law Attorney

    Remote Family Law Attorney

    Jobot • San Francisco, CA, US
    Remote
    Permanent
    Remote Family Law Attorney - Litigation, Collaborative, Mediation!.This Jobot Job is hosted by : Jacob Vane.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us y...Show more
    Last updated: 30+ days ago • Promoted
    Family Law Attorney (Remote)

    Family Law Attorney (Remote)

    Jobot • San Francisco, CA, US
    Remote
    Full-time
    Reputable Firm | High Salary | Fully Remote.This Jobot Job is hosted by : Luke Moussalli.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary : ...Show more
    Last updated: 30+ days ago • Promoted
    Attorney - Trust & Estate Administration (5-7 Years Experience Required)

    Attorney - Trust & Estate Administration (5-7 Years Experience Required)

    Copenbarger & Copenbarger • San Jose, CA, US
    Full-time
    San Jose, CA (In-person; also hiring in Santa Ana).Health, dental, and vision insurance.Health savings & flexible spending accounts. Paid time off & parental leave.Professional development a...Show more
    Last updated: 30+ days ago • Promoted
    Attorney

    Attorney

    ZANGHI TORRES ARSHAWSKY LLP • San Francisco, CA, US
    Full-time
    Careers Advancement Opportunities.Associate Attorney position offered by a small firm specializing in the representation of non-profit housing providers in their management of supportive and subsid...Show more
    Last updated: 30+ days ago • Promoted
    Law & Motion Attorney - Wage & Hour Class Action (Remote)

    Law & Motion Attorney - Wage & Hour Class Action (Remote)

    Wilshire Law Firm • Oakland, CA, US
    Remote
    Full-time
    Law & Motion Attorney - Wage & Hour Class Action (Remote).Wilshire Law Firm is a distinguished, award-winning legal practice with over 18 years of experience, specializing in Personal Injur...Show more
    Last updated: 15 days ago • Promoted
    Trust Administration Attorney - San Jose

    Trust Administration Attorney - San Jose

    Copenbarger & Copenbarger • Campbell, CA, US
    Full-time
    San Jose, CA (In-person; also hiring in Santa Ana).Health, dental, and vision insurance.Health savings & flexible spending accounts. Paid time off & parental leave.Professional development a...Show more
    Last updated: 23 days ago • Promoted
    Trusts & Estates Attorney

    Trusts & Estates Attorney

    Jobot • San Francisco, CA, US
    Full-time
    International Law Firm with Great Reputation Seeks a Remote Trust & Estates Attorney to Join their Growing Team! Great Culture!. This Jobot Job is hosted by : Jessica Carroll.Are you a fit? Easy ...Show more
    Last updated: 30+ days ago • Promoted
    Estate Planning Attorney

    Estate Planning Attorney

    Robert Half • Palo Alto, CA, US
    Full-time
    We are looking for a skilled Associate Attorney to join our team in the Silicon Valley.In this role, you will work closely with clients to address their estate planning, elder law, special needs, a...Show more
    Last updated: 15 days ago • Promoted
    Litigation Attorney

    Litigation Attorney

    Law Firm • Alameda, CA, US
    Full-time
    We are seeking a dedicated and skilled Litigation Attorney to join our legal team.The ideal candidate will possess a strong background in various areas of law, including but not limited to personal...Show more
    Last updated: 13 days ago • Promoted
    Associate Attorney

    Associate Attorney

    Copenbarger & Copenbarger • San Jose, CA, US
    Full-time
    San Jose, CA (In-person; also hiring in Santa Ana).Health, dental, and vision insurance.Health savings & flexible spending accounts. Paid time off & parental leave.Professional development a...Show more
    Last updated: 23 days ago • Promoted