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About the Role

Seeking a California-licensed attorney with at least three years of experience to manage probate and trust administration. This role involves preparing various legal documents, advising trustees on fiduciary duties and compliance with the California Probate Code, and utilizing summary procedures for efficient asset transfer to low-income clients. You will also handle limited conservatorship matters, focusing on care plans and court reporting.

Responsibilities

Manage probate and trust administration
Prepare petitions for letters of administration, statutory notifications, inventories, accountings, Heggstad petitions, and distributions
Advise trustees on fiduciary duties and California Probate Code compliance
Utilize summary procedures like Small Estate Affidavits and Spousal Property Petitions to efficiently transfer assets
Handle limited conservatorship matters (person only)
Coordinate care plans, court investigator reports, and annual status updates

Requirements

California-licensed attorney
At least three years of experience in probate and trust administration

Skills

Probate law
Trust administration
Fiduciary duties
California Probate Code
Small Estate Affidavits
Spousal Property Petitions
Limited conservatorship matters

Location

California

Work Type

Contract
Full-time

Experience Level

3+ years

Education Level

Juris Doctor (JD)

Salary/Compensations

$90/hour