A Trust or Estate Lawyer works with all legal aspects of trusts and estates. This can include aspects of family law, taxation law, business law, inheritance law and probate law, as well as questions of community property, joint ownership and charitable gifts.
Estate Planning & Probate Attorney Orion Placement - 5.0 Fair Oaks, CA Job Details Full-time $100,000 - $170,000 a year 9 hours ago Benefits Health insurance Dental insurance Paid time off 401(k) 4% Match Vision insurance 401(k) matching Retirement plan Qualifications Estate administration Probation case management Trust administration Driver's License Probate process support Bar Full Job Description Why This Is a Great Opportunity Join a growing estate planning and probate practice where your legal expertise directly helps families protect their assets, wishes, and legacies. Take meaningful ownership of sophisticated estate planning, trust, and probate matters rather than simply pushing files through a system. Work with clients on high-impact matters involving revocable living trusts, probate administration, estate planning, and asset protection. Enjoy a collaborative environment where performance and contribution are recognized through a performance-based bonus structure. Benefit from health insurance and a 401(k) plan with a 4% match when fully vested. Hybrid flexibility gives you the opportunity to balance meaningful client interaction with the flexibility today's attorneys value. Location Fair Oaks, CA — Hybrid, with flexibility for the right candidate and a remote radius of up to approximately 100 miles.
Note:
Must be a licensed California attorney with a valid driver's license, 10+ probate cases handled, and experience preparing or handling 100+ revocable living trusts. Candidates must have no disciplinary issues with the California State Bar or any other licensing agency. About Us We are a client-focused estate planning and probate law practice dedicated to helping individuals and families protect what they have built and carry out their wishes with confidence. Our work centers on thoughtful estate planning, trusts, probate, asset protection, and long-term care planning, with a strong emphasis on personal service and practical legal guidance. Confidential Employer. Job Description Advise clients on estate planning, trusts, probate, and related wealth and legacy planning matters. Prepare, review, and update revocable living trusts and comprehensive estate planning documents. Manage probate matters from initial strategy through administration and resolution. Guide clients and families through complex estate and trust administration issues. Identify opportunities to protect assets, minimize unnecessary probate exposure, and accomplish clients' long-term goals. Apply strong legal judgment to matters involving trusts, wills, powers of attorney, healthcare directives, and related planning documents. Communicate directly with clients in a clear, compassionate, and professional manner. Collaborate with the team to deliver a high-quality client experience and keep matters moving efficiently. Apply knowledge of California estate planning and probate law to develop practical solutions for clients. Bring an ownership mindset to your caseload, client relationships, and overall contribution to the practice. Qualifications Active California State Bar license in good standing. 10+ probate cases handled independently or with significant responsibility. Experience with 100+ revocable living trusts. Strong estate planning, trust, probate, and client counseling experience. Valid driver's license. Strong written and verbal communication skills. Excellent organization, judgment, attention to detail, and ability to manage multiple matters. Understanding of California Medi-Cal and long-term care asset rules is a strong plus. Experience in a law firm, in-house legal environment, or solo practice will be considered based on demonstrated experience and results. Why You Will Love Working Here You will have the opportunity to do substantive legal work that genuinely matters to families while working with a team that values initiative, accountability, and quality. We believe the attorney-client relationship should be personal and that strong performance should be recognized. If you want meaningful ownership of your work, professional flexibility, and the opportunity to make a measurable impact, this is a place where your experience can truly matter.
JPC-1771
Pay:
$100,000.00 - $170,000.00 per year
Benefits:
Dental insurance Paid time off Retirement plan Vision insurance Application Question(s): Have you handled 10+ probate cases and 100+ revocable living trusts? Briefly explain which role on your resume best aligns with this position and why. If you have any resume gaps, please briefly explain. This role is hybrid at the Fair Oaks, CA, location. Confirm you are okay with this: Y/N In what city/state do you currently reside? What base salary range would you need to make a move? Pls keep it aligned with your directly relevant experience, as candidates seeking compensation above their experience level may not be considered.
