Trust and Estate Attorney

Career Consulting Partners

Trust and Estate Attorney managing full caseload in a tech-forward boutique law firm with partnership track opportunities. Focused on probate, trust administration, and fiduciary representation.

Posted 5/27/2026full-timeClaremont • California • 🇺🇸 United StatesJuniorMid-Level💰 $120,000 - $190,000 per yearWebsite

About the role

Key responsibilities & impact

Prepare and file petitions for probate/letters of administration, statutory notifications, inventories, accountings, and petitions for distribution.
Advise trustees on fiduciary duties, trust interpretation, and California probate code compliance.
Draft Heggstad petitions, petitions for instructions, and probate code 17200 petitions.
File petitions for appointment of conservator (person/estate), coordinate care plans/court investigator reports, and handle annual status reports.
Administer first-party, third-party, and pooled disability trusts, ensuring strict compliance with Medi-Cal, SSI, and public benefit requirements.
This is not a purely transactional or estate planning role

Requirements

What you’ll need

Juris Doctor (J.D.) degree from an accredited law school and a valid California state bar membership.
2+ years of experience in trust and estate law, including probate court appearances
Must be open to handling a mixed caseload
Experience with trust administration, probate, conservatorship, and/or trust litigation
Strong legal research, writing, and oral advocacy skills
Experience representing fiduciaries (trustees, administrators, conservators) in probate court
Ability to manage a full caseload independently with minimal supervision
Proficiency with legal technology and case management systems
Independent judgement and initiative

Benefits

Comp & perks

Health insurance (employer contributes)
Life insurance
12 paid holidays per year
Paid time off accrues based on tenure
Paid sick leave
Continuing education and tuition assistance
Performance bonuses for exceeding 1,800 annual billable hours and for case origination
Case origination bonuses for cases that you bring to the Firm
Partnership track: Consideration for profit-sharing or partnership after 3–5 years of successful performance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

probate lawtrust administrationfiduciary dutieslegal researchlegal writingoral advocacytrust litigationconservatorshipCalifornia probate codeMedi-Cal compliance

Soft Skills

independent judgementinitiativeability to manage caseloadstrong communication skills

Certifications

Juris Doctor (J.D.)California state bar membership