Talent.com
Fiduciary Law Attorney

Fiduciary Law 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

    Attorney • Costa Mesa, CA, US

    Related jobs
    • Promoted
    Plaintiff L&E Attorney

    Plaintiff L&E Attorney

    JobotIrvine, CA, US
    Permanent
    This Jobot Job is hosted by : Mallory Schreiner.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary : $100,000 - $150,000 per year.As a Permane...Show moreLast updated: 27 days ago
    • Promoted
    Family Law Attorney

    Family Law Attorney

    JobotIrvine, CA, US
    Full-time
    Family Law Firm seeks talented Attorney for their growing Irvine office.This Jobot Job is hosted by : Jacob Vane.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Plaintiff Attorney

    Remote Plaintiff Attorney

    JobotSanta Monica, CA, US
    Remote
    Full-time
    Join our team as a Plaintiff Attorney - Advocate for Justice and Make a Difference for the victims of the fires!.This Jobot Job is hosted by : Martyn Sayer. Are you a fit? Easy Apply now by clicking ...Show moreLast updated: 27 days ago
    • Promoted
    Litigation Attorney

    Litigation Attorney

    JobotWest Hollywood, CA, US
    Full-time
    Full-Service Mid-Sized Firm - Hybrid Remote!.This Jobot Job is hosted by : Stanton Sikorski.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salar...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
    Attorney (Trust OR Probate Litigation)

    Attorney (Trust OR Probate Litigation)

    JobotPasadena, CA, US
    Full-time
    Trust and Probate Litigation firm offering premier legal services across the nation in 4 states.This Jobot Job is hosted by : David Hyon. Are you a fit? Easy Apply now by clicking the "Apply Now...Show moreLast updated: 30+ days ago
    • Promoted
    ERISA Fiduciary (Title I) Attorney

    ERISA Fiduciary (Title I) Attorney

    Direct CounselCosta Mesa, CA, US
    Full-time
    ERISA Fiduciary (Title I) Attorney.Atlanta, Boston, Century City, Chicago, Dallas, Houston, Downtown Los Angeles, New York, Orange County, Palo Alto, San Diego, San Francisco, Washington, D.Direct ...Show moreLast updated: 30+ days ago
    • Promoted
    Education Law Attorney

    Education Law Attorney

    JobotLong Beach, CA, US
    Full-time
    Hybrid / Remote Schedule + Quarterly Bonus + Benefits with Exceptional Growth Opportunity!.This Jobot Job is hosted by : Isaac Levet. Are you a fit? Easy Apply now by clicking the "Apply Now"...Show moreLast updated: 27 days ago
    • Promoted
    Attorney | Family Law | 135355

    Attorney | Family Law | 135355

    Mission RecruitingCorona, CA, US
    Full-time
    You'll join a team that empowers attorneys to practice law the right way — with balance, support, and meaningful impact.Enjoy a blend of in-office collaboration and remote work that suppo...Show moreLast updated: 30+ days ago
    • Promoted
    Business Litigation Attorney

    Business Litigation Attorney

    JobotSanta Ana, CA, US
    Permanent
    Established Law Firm Seeks Talented Business Litigation Attorney.This Jobot Job is hosted by : Jacob Wolf.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us you...Show moreLast updated: 27 days ago
    • Promoted
    Trust & Estate Litigation Attorney

    Trust & Estate Litigation Attorney

    JobotNewport Beach, CA, US
    Full-time +1
    Join California’s premier Trust and Estate litigation firm, recognized statewide for its leadership, innovation, and results. This Jobot Job is hosted by : William Zaranka.Are you a fit? Easy A...Show moreLast updated: 5 days ago
    • Promoted
    Civil Litigation Attorney

    Civil Litigation Attorney

    JobotNewport Beach, CA, US
    Full-time
    High paying, rapidly growing law firm actively interviewing for Civil Litigation Attorney in Orange County (competitive base salary + BONUS!). This Jobot Job is hosted by : Alex Luhrsen.Are you a fit...Show moreLast updated: 30+ days ago
    • Promoted
    Family Law Attorney

    Family Law Attorney

    TrueseekLos Angeles, CA, US
    Full-time
    Lead, strategize, and litigate complex family law cases.Advise clients on custody, support, and property division issues. Serve as a trusted advocate while managing multiple sensitive client relatio...Show moreLast updated: 30+ days ago
    • Promoted
    Jr. Insurance Defense Attorney

    Jr. Insurance Defense Attorney

    JobotLong Beach, CA, US
    Full-time
    Highly Reputable Law Firm in Orange County urgently seeks a Jr.This Jobot Job is hosted by : Ron Calhoun.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your...Show moreLast updated: 27 days ago
    • Promoted
    Tustin Family Law Attorney Needed

    Tustin Family Law Attorney Needed

    Pinkham & AssociatesTustin, CA, US
    Full-time
    Experienced Family Law Attorney – Join Our Boutique Firm in Tustin, CA.We’re a boutique family law firm with a warm, team-oriented culture, and we're looking for an experienced.Fami...Show moreLast updated: 30+ days ago
    • Promoted
    Trial Attorney

    Trial Attorney

    Strategic Legal PracticesLos Angeles, CA, US
    Full-time
    About Strategic Legal Practices.Based in Los Angeles, Strategic Legal Practices is one of the largest litigation firms within California, representing clients in a range of consumer protection and ...Show moreLast updated: 7 days ago
    • Promoted
    Attorney | Family Law | Hybrid | 146476

    Attorney | Family Law | Hybrid | 146476

    Mission RecruitingIrvine, CA, US
    Full-time
    This is an excellent opportunity for an attorney who thrives in the courtroom, enjoys handling complex cases, and is ready to take on a leadership role within a collaborative team environment.You w...Show moreLast updated: 30+ days ago
    • Promoted
    Civil Litigation Attorney - AM100 Law Firm

    Civil Litigation Attorney - AM100 Law Firm

    Aionios LLCIrvine, CA, US
    Full-time
    A well-established and nationally recognized law firm is seeking.The firm offers flexible arrangements tailored to successful candidates, including. Must be licensed and admitted to practice in Cali...Show moreLast updated: 30+ days 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
    • Promoted
    Attorney | Family Law | 145701

    Attorney | Family Law | 145701

    Mission RecruitingUpland, CA, US
    Full-time
    Step into a role where your advocacy skills can truly make a difference.This position offers the chance to handle meaningful cases, serve a wide range of clients, and be part of a team with a stron...Show moreLast updated: 30+ days ago