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

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

Copenbarger & Copenbarger • Garden Grove, CA, US
30+ 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

    Estate Attorney • Garden Grove, CA, US

    Related jobs
    Probate Trust & Estate Attorney

    Probate Trust & Estate Attorney

    Career Consulting Partners • Los Angeles, CA, US
    Full-time
    Probate Trust & Estate Attorney.Career Consulting Partners has partnered with a nationally recognized firm in the probate, trust, and estate space. They have been recognized as a leader in Priva...Show more
    Last updated: 30+ days ago • Promoted
    Senior Trial Attorney

    Senior Trial Attorney

    MLG Attorneys at Law APLC • Costa Mesa, CA, US
    Full-time
    WE ARE EXPANDING AND HAVE AN IMMEDIATE OPENING!!.MLG is an incredibly fast-moving, high energy law firm that is all about achieving outstanding results. We are the market leaders in automotive produ...Show more
    Last updated: 30+ days ago • Promoted
    Attorney - Trusts, Estates & Probate

    Attorney - Trusts, Estates & Probate

    Build My Great Team • Newport Beach, CA, US
    Full-time
    Trusts, Estates & Probate Attorney.SIGNING Bonus and PERFORMANCE Bonus eligible.Build your future with a firm that’s deeply rooted in purpose and client care. Katzen is a respected and gro...Show more
    Last updated: 30+ days ago • Promoted
    Estate Probate Trust Attorney

    Estate Probate Trust Attorney

    Soto Law Group, APC • Newport Beach, CA, US
    Full-time
    Our expanding boutique law firm is looking for an experienced probate, estate, and trust associate attorney.We are seeking a skilled and motivated. The ideal candidate will be responsible for repres...Show more
    Last updated: 19 days ago • Promoted
    Trust & Estates Litigation Attorney

    Trust & Estates Litigation Attorney

    Career Consulting Partners • Los Angeles, CA, US
    Full-time
    Trust & Estates Litigation Attorney.Career Consulting Partners has partnered with one of the.General Practice & Private Wealth law firms in Los Angeles, CA. With over 100 years of history, t...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Trust & Estate Associate Attorney

    Sr. Trust & Estate Associate Attorney

    SLR Search • Los Angeles, CA, US
    Full-time
    Are you a seasoned Trusts & Estates attorney seeking a collaborative and entrepreneurial environment?.Trust & Estate Attorney Benefits : . Trust & Estate Attorney Qualifications : .Proven ab...Show more
    Last updated: 30+ days ago • Promoted
    Attorney | Trust Administration | Hybrid | 147320

    Attorney | Trust Administration | Hybrid | 147320

    Mission Recruiting • Pasadena, CA, US
    Full-time
    Join a dynamic and growing law firm in.Competitive Salary & Bonus Opportunities.Comprehensive Benefits Package including Health, Dental, and Vision Insurance. Commuter Benefits to make your dail...Show more
    Last updated: 30+ days ago • Promoted
    Managing Attorney

    Managing Attorney

    Career Consulting Partners • Los Angeles, CA, US
    Full-time
    Career Consulting Partners has partnered with a nationally recognized firm in the.They have been recognized as a leader in Private Wealth Disputes in the "Chambers and Partners" 2024 High...Show more
    Last updated: 30+ days ago • Promoted
    Trusts & Estates Counsel

    Trusts & Estates Counsel

    Aionios LLC • Torrance, CA, US
    Full-time
    Trusts and Estates Attorney – Los Angeles.Our client, a well-established law firm, is seeking a seasoned.This role offers the opportunity to work in a dynamic and collaborative environment wi...Show more
    Last updated: 30+ days ago • Promoted
    Attorney

    Attorney

    Gurstel Law Firm P C • Fullerton, CA, US
    Full-time
    Are you ready to take ownership of litigation cases and develop your skills in a fast-paced, integrity-driven environment?. Our Firm is looking for a California-licensed Attorney.If you are a proact...Show more
    Last updated: 23 days ago • Promoted
    Senior Trial Attorney Family Law

    Senior Trial Attorney Family Law

    Highspeed Staffing • Corona, CA, US
    Full-time
    The client is seeking an experienced and dynamic.The successful candidate will be responsible for leading and managing high-stakes litigation cases from inception through resolution.This role requi...Show more
    Last updated: 30+ days ago • Promoted
    Trust & Estate Planning Attorney

    Trust & Estate Planning Attorney

    Beach Cities Estate Law • Torrance, CA, US
    Full-time
    READY TO ADVANCE YOUR ESTATE PLANNING CAREER AND ESCAPE THE GRIND?.Are you ready to escape the high-pressure world of downtown and westside LA law firms? Enjoy working on sophisticated cases but cr...Show more
    Last updated: 30+ days ago • Promoted
    Real Estate Construction Attorney

    Real Estate Construction Attorney

    Talento Recruitment Group • Los Angeles, CA, US
    Full-time
    Real Estate Construction Attorney (510 Years Experience).Location : Century City, Los Angeles, CA | Hybrid.A well-respected law firm with a strong reputation in real estate and construction law is s...Show more
    Last updated: 30+ days ago • Promoted
    Senior Trial Attorney

    Senior Trial Attorney

    Direct Counsel • Los Angeles, CA, US
    Full-time
    Direct Counsel has partnered with a rapidly growing Plaintiff's Elder Abuse & Personal Injury practice located in Los Angeles, CA. We are currently seeking an experienced Senior Trial Attorn...Show more
    Last updated: 3 days ago • Promoted
    Associate Attorney - Estate Planning & Elder Law

    Associate Attorney - Estate Planning & Elder Law

    Giesler Patterson Law • Anaheim, CA, US
    Full-time
    We are seeking a passionate and entrepreneurial Associate Attorney with 2–4 years of experience to join our Elder Law practice. This is a unique opportunity for a self-starter who is not only ...Show more
    Last updated: 30+ days ago • Promoted
    Attorney - Trusts, Estates & Probate Attorney

    Attorney - Trusts, Estates & Probate Attorney

    Build My Great Team • Newport Beach, CA, US
    Full-time +1
    Trusts, Estates & Probate Attorney.SIGNING Bonus and PERFORMANCE Bonus eligible.Shape your career with a firm built on purpose and genuine client commitment. Our well-established, growing boutiq...Show more
    Last updated: 30+ days ago • Promoted
    Real Estate Attorney

    Real Estate Attorney

    PSI • Los Angeles, CA, US
    Permanent
    Rapidly growing Law firm in Burbank has a need for a RE Attorney.This is a direct hire role with salary.This is not just a job. it’s a chance to build meaningful relationships with clients an...Show more
    Last updated: 17 days ago • Promoted
    Attorney | Trust Litigation | Hybrid | 146415

    Attorney | Trust Litigation | Hybrid | 146415

    Mission Recruiting • Newport Beach, CA, US
    Full-time
    Mission Recruiting is proud to represent a thriving law firm in Newport Beach in their search for a Trust Litigation Attorney. This is a standout opportunity for a litigation attorney ready to deepe...Show more
    Last updated: 30+ days ago • Promoted