Estate Planning & Trust Administration Attorney
Position: Estate Planning & Trust Administration Attorney Location: In-Person – Laguna Hills & San Clemente, CA Compensation: $150,000 + DOE + Benefits A Meaningful Legal Career, Not Just a Job You became an attorney to help people. To bring clarity where there’s confusion. To guide families through some of the most important decisions they will ever make. But somewhere in the profession, it’s easy to get lost in chaos, churn, or work that doesn’t feel aligned with your values. This role is different. We are a growing, client-focused estate planning and trust administration practice seeking an experienced Attorney who delivers excellent work, communicates with confidence and compassion, and thrives in a supportive, structured, high-performance environment. If you’re ready for a role where your expertise truly matters and where you can see the impact of your work every single day, you may be exactly who we’re looking for. What You’ll Receive
- Competitive salary: $150,000 DOE
- 401(k) with employer contribution (after eligibility period)
- Profit sharing opportunities (after eligibility period)
- Paid vacation, holidays, and sick time
- Supportive team culture focused on quality, growth, and client care
- Systems, training, and processes that set you up for success
- Leadership that values your time, judgment, and contributions
Compensation: $150,000 DOE Responsibilities: What You’ll Do
- Guide clients through a clear, empathetic estate planning process
- Draft and tailor trusts, wills, and asset-protection strategies
- Oversee probate and trust administration from start to finish
- Collaborate with, support, and mentor team members
- Build and strengthen client and professional relationships
- Provide training to junior legal staff
- Track time accurately and meet reasonable performance goals
- Use tools such as Microsoft Office, MyCase (or similar CRM), and WealthCounsel (or similar drafting software)
You’ll Thrive Here If…
- You appreciate systems and processes that make your work easier, not harder
- You’re motivated by both quality and efficiency
- You enjoy collaborating with a strong team and contributing to firmwide success
- You want your work to feel purposeful and impactful
- You’re looking for a long-term role where you can grow
Qualifications: What Makes You a Strong Fit
- Licensed attorney in California with a J.D. (in good standing)
- At least 3 years of focused experience in estate planning, trust administration, and probate
- Strong drafting skills and excellent attention to detail
- Confident, clear communicator with a client-centered approach
- Organized, reliable, and comfortable working within structured systems
- Motivated by meaningful work, not just metrics
- If you’re passionate about helping families protect what matters most, you’ll feel right at home.
This Role May Not Be the Best Fit If…
- You prefer a fully remote environment (this job is full-time, in-person)
- You are not comfortable with client-facing interactions
- You struggle with deadlines, follow-through, or time tracking
- You prefer minimal structure or dislike standardized systems
- You are not comfortable with technology or a modern, system-driven office environment
About Company Why Attorneys Love This Work Estate planning and trust administration allow you to practice law in a way that is personal, impactful, and deeply appreciated by clients. You help families avoid major problems, guide them during difficult times, and give them clarity and peace of mind. If you want to practice in an area of law where clients feel grateful, you’ll find this role incredibly fulfilling. More details about the company hiring will be disclosed to candidates invited for an initial Zoom interview. Apply tot his job Apply To this Job