
Senior Trust and Estates Attorney
Jobot, Irvine, CA, United States
Job Details
Boutique firm in Irvine. Salary: $200,000 - $400,000 per year. This position is hosted by Mallory Schreiner.
Benefits: 10% origination bonus, full medical benefits, PTO.
Responsibilities
Managing a broad range of trust and estate matters including estate planning, probate, conservatorship, and complex administration.
Advising clients on tax‑efficient strategies for wealth preservation and transfer.
Drafting and reviewing wills, trusts, powers of attorney, and health care directives.
Representing clients in probate and trust litigation matters.
Providing guidance and advice on complex planning strategies to mitigate tax liability.
Coordinating with other attorneys, paralegals, and staff to ensure high‑quality legal services.
Staying up‑to‑date with the latest developments in trust and estate law.
Building and maintaining strong relationships with clients.
Qualifications
Juris Doctorate from an accredited law school.
Admission to the California State bar.
10–15 years of experience in trust and estate law.
Proven experience in estate planning, transactional work, litigation, probate, conservatorship, complex planning, mitigating tax liability, and complex administration, including handling estates ranging from $30 million to $250 million.
Excellent analytical, negotiation, and problem‑solving skills.
Strong written and verbal communication skills.
Ability to manage multiple priorities and meet deadlines.
High level of professionalism and confidentiality.
Strong client service skills.
Proficiency in legal research software.
Equal Opportunity Employer
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Jobot may perform background checks with your authorization. Jobot considers qualified candidates with criminal histories in a manner consistent with applicable federal, state, or local law. Information collected and processed as part of your candidate profile, and any job applications, resumes, or other information you submit is subject to Jobot’s Privacy Policy and other notices.
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Boutique firm in Irvine. Salary: $200,000 - $400,000 per year. This position is hosted by Mallory Schreiner.
Benefits: 10% origination bonus, full medical benefits, PTO.
Responsibilities
Managing a broad range of trust and estate matters including estate planning, probate, conservatorship, and complex administration.
Advising clients on tax‑efficient strategies for wealth preservation and transfer.
Drafting and reviewing wills, trusts, powers of attorney, and health care directives.
Representing clients in probate and trust litigation matters.
Providing guidance and advice on complex planning strategies to mitigate tax liability.
Coordinating with other attorneys, paralegals, and staff to ensure high‑quality legal services.
Staying up‑to‑date with the latest developments in trust and estate law.
Building and maintaining strong relationships with clients.
Qualifications
Juris Doctorate from an accredited law school.
Admission to the California State bar.
10–15 years of experience in trust and estate law.
Proven experience in estate planning, transactional work, litigation, probate, conservatorship, complex planning, mitigating tax liability, and complex administration, including handling estates ranging from $30 million to $250 million.
Excellent analytical, negotiation, and problem‑solving skills.
Strong written and verbal communication skills.
Ability to manage multiple priorities and meet deadlines.
High level of professionalism and confidentiality.
Strong client service skills.
Proficiency in legal research software.
Equal Opportunity Employer
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Jobot may perform background checks with your authorization. Jobot considers qualified candidates with criminal histories in a manner consistent with applicable federal, state, or local law. Information collected and processed as part of your candidate profile, and any job applications, resumes, or other information you submit is subject to Jobot’s Privacy Policy and other notices.
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