Attorney, Trust Administration

At Brown & Streza, we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our team’s experience. In addition to health and wellness benefits, we offer weekly lunches, monthly birthday celebrations, monthly in-office massages, and an employee recognition program. Our FUN Committee organizes small events every month, in addition to several larger events throughout the year including an Admin Day celebration, summer party, Harvest Lunch and Christmas Lunch. In addition to health and wellness benefits, our attorneys have the opportunity to receive quarterly bonuses and support from our marketing team.

Attorney, Trust Administration

Brown & Streza is seeking a highly capable, motivated associate attorney with experience in trust and estate administration.

Responsibilities and Duties Include:

• Counsel trustees through all phases of the trust administration process
• Prepare trust administration documents, including documents related to the distribution and allocation of assets among beneficiaries and funding of sub-trusts
• Gather, inventory, identify, and value trust and estate assets
• Prepare and/or review trust accountings, estate tax returns, and gift tax returns
• Draft and file court documents (such as probates, 850 petitions, and 17200 petitions)
• Oversee court matters from the filing of a petition through receipt of signed court orders
• Conduct legal research and analysis as necessary to support trust and estate matters
• Collaborate with paralegals, legal assistants, and other attorneys to ensure efficient case management
• Communicate directly with clients and advisors

Requirements:

• J.D. from an accredited law school; a member in good standing of the California Bar
• Minimum 3 years of experience working as an attorney in trust and estate administration
• Completed LLM in Taxation is strongly preferred
• Ability to write in a clear, logical, and grammatically correct manner, integrating legal analyses into work
• Excellent organization, computer skills, and math skills
• Ability to analyze facts and discovery to apply to statutes and case law on point
• Ability to verbally present case facts, legal analyses, and recommendations
• Ability to work independently or with a team

Salary:

• $180,000 - $235,000 (dependent on experience, qualifications and billing rates)
• This role is bonus eligible.

Benefits:

• 5 medical plans (3 options offer an employer funded HSA)
• Dental and vision plans
• 401(k) plan with significant employer matching
• Great working environment
• Orange County Register 2025 Top Workplace
• OC Business Journal 2025 Best Place to Work

Schedule:

• This role is hybrid (2 days on-site)