Estate Attorney Job at Soto Law Group, APC, Newport Beach, CA

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  • Soto Law Group, APC
  • Newport Beach, CA

Job Description

Our expanding law firm is looking for an experienced estate planning attorney. We require a highly analytical applicant with excellent negotiation and organizational abilities who is available to work full time. You will prepare documents such as wills, trusts, and powers of attorney as our estate planning attorney. This role carries a great deal of responsibility and seeks to eliminate questions regarding how an estate should be managed. Our ideal candidate will have extensive estate planning knowledge, be a qualified attorney, and have excellent written communication abilities. Please apply if this describes you! Responsibilities:

  • Attend court proceedings as needed to represent clients
  • Draft and file wills, trusts, and powers of attorney
  • Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action
  • Communicate with clients about plans for dispersing their assets
  • Organize and maintain client files to ensure they are kept current
  • Represent clients in probate and trust litigation matters, including will contests, breach of fiduciary duty claims, and trust modifications.
  • Draft pleadings, motions, legal memoranda, and discovery requests/responses
  • Conduct legal research and analyze complex factual and legal issues
  • Participate in mediations, court hearings
  • Collaborate with clients, experts, and opposing counsel to advance case strategy
  • Maintain timely communication with clients and provide legal advice throughout the process
  • Manage deadlines and case files with attention to detail and strategic thinking
Qualifications:
  • Undergraduate degree with a legal background and Juris Doctor degree required
  • Understanding of a variety of real estate matters, including title insurance, wills and trusts, property management, and litigation
  • Great communication skills, particularly in stressful and emotional situations
  • Member in good standing and actively involved with the ABA (American Bar Association)
  • At least 1-2 years of working in a law firm on on estate planning and probate law issues is necessary
  • Active member of the California Bar Association
About Company: We are a collaborative team of professionals. We work hard and we play together too! It's a friendly office where we trust each other and value a work-life balance. We support personal and career development and also have quarterly team-building events. Your experience and/or desire to work in the areas of Estate Planning, Special Needs Planning, Trust Administration, and Probate will add value to our team. We leverage technology and are looking for someone who is comfortable with Microsoft Office and various legal programs. You will have a strong work ethic, be highly organized, and have exceptional client relationship skills.

Job Tags

Full time, Work at office,

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