Talent.com
Associate Attorney

Associate Attorney

Copenbarger & CopenbargerCosta Mesa, CA, US
2 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

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

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 Santa Ana 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 – Santa Ana
  • 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

    Associate Attorney • Costa Mesa, CA, US

    Related jobs
    • Promoted
    Associate Attorney

    Associate Attorney

    JobotGlendale, CA, US
    Full-time
    Southern California Law Firm / 2 Offices / Great work life balance.This Jobot Job is hosted by : Heather Burnach.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney-Municipal Law

    Associate Attorney-Municipal Law

    JobotIrvine, CA, US
    Full-time +1
    A top ranked "Best Places to Work" is seeking an Associate Attorney, ideally with Municipal Law experience.This Jobot Job is hosted by : Chris De Armas. Are you a fit? Easy Apply now by cli...Show moreLast updated: 27 days ago
    • Promoted
    Associate Attorney / Counsel (6+ years) Insurance Coverage

    Associate Attorney / Counsel (6+ years) Insurance Coverage

    JobotPasadena, CA, US
    Full-time
    Insurance Coverage Attorney needed for one of the largest and most prominent firms in California!.This Jobot Job is hosted by : Sameer Mala. Are you a fit? Easy Apply now by clicking the "Apply ...Show moreLast updated: 27 days ago
    • Promoted
    Associate Attorney

    Associate Attorney

    Direct CounselLos Angeles, CA, US
    Full-time
    The ideal candidate will have exceptional writing and oral advocacy skills, with the ability to be agile in high-pressure situations. They must also be equally comfortable working independently and ...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney

    Associate Attorney

    Madeksho Law FirmLos Angeles, CA, US
    Full-time
    As a national leader in litigation focused on asbestos, mesothelioma, and toxic tort cases, Madeksho Law has championed the rights of working people since 1972. Our mission is grounded in a steadfas...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney

    Associate Attorney

    Lydecker-LA LLPLos Angeles, CA, US
    Full-time
    If you possess a strong work ethic and want to work in our California practice group, apply here!.This position requires a California bar license in good standing. A minimum of JD from an ABA approv...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney

    Associate Attorney

    Wasson & Associates, Inc.Santa Ana, CA, US
    Full-time
    Careers Advancement Opportunities.In this role, you will provide legal counsel, perform legal research, draft documents, and update and maintain files. You will gain experience and have the opportun...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney

    Associate Attorney

    Strategic Legal PracticesLos Angeles, CA, US
    Full-time
    We are a dynamic, mission-driven litigation firm located in Los Angeles, California, committed to advocating for consumers’ rights and pursuing justice under California law.Our firm is known ...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney 2

    Associate Attorney 2

    Litchfield Cavo LLPPasadena, CA, US
    Full-time
    While growing from 16 attorneys in 2 offices to 250 attorneys in 23 offices across the country, Litchfield Cavo has maintained its commitment to excellence in both the attorneys and staff it attrac...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney (Trial Firm)

    Associate Attorney (Trial Firm)

    Career Consulting PartnersTorrance, CA, US
    Full-time
    Career Consulting Partners is proud to partner with one of California’s premier trial law firms, known for its dedication to advocacy and its. We recognize the value of the entire body of work...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Associate Attorney / Partner Labor & Employment Defense (8-12+ years)

    Senior Associate Attorney / Partner Labor & Employment Defense (8-12+ years)

    JobotArtesia, CA, US
    Full-time
    Employment defense attorneys needed for one of the most prominent firms in California!.This Jobot Job is hosted by : Sameer Mala. Are you a fit? Easy Apply now by clicking the "Apply Now" b...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney Opportunity

    Associate Attorney Opportunity

    Law Offices of Samer Habbas Inc. PCIrvine, CA, US
    Full-time
    We are seeking a passionate and knowledgeable associate attorney to join our growing team in Irvine, CA.This person will work hands on from inception of a case to trial with the assistance of an en...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney

    Associate Attorney

    Ashley A. Andrews, APCArcadia, CA, US
    Full-time
    Looking for an opportunity to join a close-knit, compassionate team of dedicated legal professionals? Our boutique family law firm is growing and seeking a talented Associate Attorney to help manag...Show moreLast updated: 1 day ago
    • Promoted
    Associate Attorney

    Associate Attorney

    Slade Neighbors A Professional LawLos Angeles, CA, US
    Full-time
    Careers Advancement Opportunities.In this role, you will provide legal counsel, perform legal research, draft documents, attend court hearings, take depositions and update and maintain files.You wi...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney

    Associate Attorney

    Highspeed StaffingOntario, CA, US
    Full-time
    This role is for an attorney in the field of insurance defense.The position covers all aspects of case handling and offers the chance to work with a diverse client portfolio, including national com...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney

    Associate Attorney

    Robertson, Anschutz, Schneid, Crane & Partners, PLLCIrvine, CA, US
    Full-time
    Robertson, Anschutz, Schneid, Crane & Partners, PLLC.RAS) is a nationally recognized, multi-state creditor’s rights law firm headquartered in Boca Raton, Florida.With a strong presence ac...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney- Antitrust

    Associate Attorney- Antitrust

    Direct CounselLos Angeles, CA, US
    Full-time
    Direct Counsel, LLC is seeking an Antitrust Associate for a leading global law firm to join their esteemed Antitrust and Competition team in Los Angeles. Candidate should have 2 to 6 years of experi...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney

    Associate Attorney

    The Ryan Law GroupManhattan Beach, CA, US
    Full-time
    We are The Ryan Law Group, a full-service Personal Injury law firm located in Manhattan Beach, CA.We’re looking to bring on a full-time Associate Attorney who is ready to hit the ground runni...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Attorney - Litigation

    Associate Attorney - Litigation

    Coastal Wave RecruitingMission Viejo, CA, US
    Full-time
    Brown White & Osborn LLP is a boutique litigation and criminal defense firm known for combining strategic advocacy with deep legal knowledge. We represent clients in high-stakes civil and crimin...Show moreLast updated: 1 day ago
    • Promoted
    Associate Attorney (2+ years) Products Liability

    Associate Attorney (2+ years) Products Liability

    JobotArtesia, CA, US
    Full-time
    Products Liability Attorney needed for one of the largest and most prominent firms in California!.This Jobot Job is hosted by : Sameer Mala. Are you a fit? Easy Apply now by clicking the "Apply ...Show moreLast updated: 30+ days ago