Talent.com
Wills & Trusts Lawyer

Wills & Trusts Lawyer

Copenbarger & CopenbargerTustin, CA, US
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Job Description

Location : Santa Ana, CA (In-person; also hiring in San Jose)

Compensation : $120,000–$200,000 per year

Supplemental Pay : Bonus pay

Benefits :

  • 401(k) & retirement plan
  • Health, dental, and vision insurance
  • Health savings & flexible spending accounts
  • Paid time off & parental leave
  • Flexible schedule
  • Employee discounts
  • Employee assistance program
  • Professional development assistance
  • Referral program

Position Summary :

Copenbarger & Copenbarger LLP, a full-service estate planning and elder law firm, is seeking a Trust and Estate Administration Associate Attorney with 5–7 years of experience for our Santa Ana office. This role is ideal for a mid-level attorney who thrives in a client-facing, detail-oriented practice and wants to join a highly respected firm with deep expertise in tax, estate, and elder law. We offer competitive compensation, strong benefits, and a supportive, collaborative culture.

Key Responsibilities :

  • Administer wills, trusts, probates, and conservatorships from start to finish
  • Draft and prepare petitions, court documents, and fiduciary accounts (e.g., 850 & 17200 petitions)
  • Handle asset inventory, valuation, sub-trust funding, and distributions
  • Review estate and gift tax returns, fiduciary income tax returns
  • Communicate regularly with clients, internal staff, and attorneys
  • Perform legal research and maintain accurate documentation
  • Attend litigation-related events (depositions, hearings, etc.) if applicable
  • Maintain billable hours with accurate time tracking
  • Coordinate with courts and restricted depository accounts when needed
  • Support clients with compassion and professionalism through the administration process
  • Qualifications :

  • Juris Doctorate
  • Active California Bar membership in good standing
  • 5–7 years of direct experience in trust & estate administration (required)
  • Clear and professional legal writing and analysis
  • Comfortable working independently with good judgment on when to escalate issues
  • Strong client-facing communication and interpersonal skills
  • Organized, deadline-driven, and detail-oriented
  • Experience with conservatorships and probates required
  • Experience with estate planning, guardianships, or contested matters is a plus
  • LL.M. in Tax or Estate Planning is a plus
  • Why Join Us?

    You’ll be part of a mission-driven, client-focused law firm that values growth, compassion, and work-life balance. Whether you prefer autonomy or collaboration, our hybrid-friendly structure offers flexibility. We pride ourselves on creating lasting client relationships and providing legal excellence across estate planning, taxation, litigation, and business law.

    Alternate Titles :

  • Trust & Estate Administration Associate Attorney (5–7 Years Experience)
  • Trust Administration Attorney – Santa Ana
  • Estate Planning & Probate Attorney
  • Trust Administration Attorney
  • Estate Planning Attorney
  • Probate Attorney
  • Fiduciary Law Attorney
  • Conservatorship Attorney
  • Elder Law Attorney
  • Wills & Trusts Lawyer
  • Associate Attorney – Trust & Estates
  • Tax & Estate Planning Attorney
  • We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

    Keywords :

    Trust administration, probate attorney, estate attorney, conservatorships, fiduciary accounts, wills, trusts, petitions, California Bar, elder law, estate planning, guardianships, contested matters, sub-trust funding, estate tax returns, gift tax returns, fiduciary income tax returns, legal drafting, litigation support, billable hours, client communication, trust & estates associate, Santa Ana attorney jobs, San Jose attorney jobs

    serp_jobs.job_alerts.create_a_job

    Lawyer • Tustin, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Family Law Attorney

    Family Law Attorney

    JobotIrvine, CA, US
    serp_jobs.job_card.full_time
    Family Law Firm seeks talented Attorney for their growing Irvine office.This Jobot Job is hosted by : Jacob Vane.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Attorney (Trust OR Probate Litigation)

    Attorney (Trust OR Probate Litigation)

    JobotPasadena, CA, US
    serp_jobs.job_card.full_time
    Trust and Probate Litigation firm offering premier legal services across the nation in 4 states.This Jobot Job is hosted by : David Hyon. Are you a fit? Easy Apply now by clicking the "Apply Now...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Plaintiff L&E Attorney

    Plaintiff L&E Attorney

    JobotIrvine, CA, US
    serp_jobs.job_card.permanent
    This Jobot Job is hosted by : Mallory Schreiner.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary : $100,000 - $150,000 per year.As a Permane...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Fiduciary Law Attorney

    Fiduciary Law Attorney

    Copenbarger & CopenbargerCosta Mesa, CA, US
    serp_jobs.job_card.full_time
    Santa Ana, CA (In-person; also hiring in San Jose).Health, dental, and vision insurance.Health savings & flexible spending accounts. Paid time off & parental leave.Professional development a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Civil Litigation Associate Attorney (3 - 5 years of experience)

    Civil Litigation Associate Attorney (3 - 5 years of experience)

    MADISON LAW APCIrvine, CA, US
    serp_jobs.job_card.full_time
    Bonuses & commissions, averaging 10k+ annually.Medical, Dental, and Vision insurance.Generous PTO, sick leave, and holidays. Madison Law is a growing law firm practicing in many fields.We are lo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Attorney | Class Action Litigation | Remote | 145670

    Attorney | Class Action Litigation | Remote | 145670

    Mission RecruitingPasadena, CA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    This role offers an exciting opportunity to handle high-stakes litigation in a collaborative and supportive work environment. The firm values teamwork and provides a congenial atmosphere for its att...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Georgia Licensed Family Law Attorney

    Georgia Licensed Family Law Attorney

    VirtualVocationsCorona, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Remote Family Law Attorney.Key Responsibilities Represent clients in court and before government agencies, presenting evidence and arguments Prepare legal briefs, anal...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Business Litigation Attorney

    Business Litigation Attorney

    JobotIrvine, CA, US
    serp_jobs.job_card.full_time
    Reputable CA Law firm urgently seeks a Business Litigation Attorney!.This Jobot Job is hosted by : Ron Calhoun.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending u...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Corporate Transactions Attorney

    Corporate Transactions Attorney

    JobotIrvine, CA, US
    serp_jobs.job_card.full_time
    Fast growing midsize firm seeking strong Corporate Transactions Attorney - Irvine, CA.This Jobot Job is hosted by : Bobby Kim. Are you a fit? Easy Apply now by clicking the "Apply Now" butt...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Wills & Trusts Lawyer

    Wills & Trusts Lawyer

    Copenbarger & CopenbargerFountain Valley, CA, US
    serp_jobs.job_card.full_time
    Santa Ana, CA (In-person; also hiring in San Jose).Health, dental, and vision insurance.Health savings & flexible spending accounts. Paid time off & parental leave.Professional development a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Attorney | Employment Litigation | 147714

    Attorney | Employment Litigation | 147714

    Mission RecruitingSanta Ana, CA, US
    serp_jobs.job_card.full_time
    Attorney – Employment Litigation Defense.A leading full-service law firm in.This role offers the opportunity to advocate on behalf of employers in a diverse range of.Represent business client...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Real Estate Litigator Attorney

    Real Estate Litigator Attorney

    Avant TechSanta Ana, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Depository and non-depository financial institutions.Mortgage servicers and credit unions.Institutional investors and private equity firms. Commercial entities across various industries.What sets th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Trial Attorney Family Law

    Senior Trial Attorney Family Law

    Highspeed StaffingCorona, CA, US
    serp_jobs.job_card.full_time
    The client is seeking an experienced and dynamic.The successful candidate will be responsible for leading and managing high-stakes litigation cases from inception through resolution.This role requi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Litigation Attorney-Partner Path

    Litigation Attorney-Partner Path

    JobotRiverside, CA, US
    serp_jobs.job_card.full_time
    SoCal Civil Law Firm / High Salary / Great Benefits.This Jobot Job is hosted by : Heather Burnach.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.S...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Licensed Lead Counsel

    Licensed Lead Counsel

    VirtualVocationsOrange, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Lead Counsel to provide strategic legal advice and manage legal risks.Key Responsibilities Draft, review, and implement compliance training and corporate policy attesta...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    In House Counsel

    In House Counsel

    Robert HalfTustin, CA, US
    serp_jobs.job_card.full_time
    Robert Half's client - a growing property management and real estate company - is seeking an in-house counsel focusesd on landlord tenant law. Supporting business driven and compliance driven pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Civil Litigation Attorney - AM100 Law Firm

    Civil Litigation Attorney - AM100 Law Firm

    Aionios LLCIrvine, CA, US
    serp_jobs.job_card.full_time
    A well-established and nationally recognized law firm is seeking.The firm offers flexible arrangements tailored to successful candidates, including. Must be licensed and admitted to practice in Cali...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Attorney | Trust Litigation | Hybrid | 146415

    Attorney | Trust Litigation | Hybrid | 146415

    Mission RecruitingNewport Beach, CA, US
    serp_jobs.job_card.full_time
    Mission Recruiting is proud to represent a thriving law firm in Newport Beach in their search for a Trust Litigation Attorney. This is a standout opportunity for a litigation attorney ready to deepe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Litigation Attorney

    Litigation Attorney

    Bush & Bush Law GroupRiverside, CA, US
    serp_jobs.job_card.full_time
    Join Our Team at Bush & Bush Law Group!.At Bush & Bush Law Group, we are dedicated to providing exceptional legal representation in personal injury and employment law cases.We strive to del...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Associate Litigation Attorney - 2-3 Years of Experience

    Associate Litigation Attorney - 2-3 Years of Experience

    JobotIrvine, CA, US
    serp_jobs.job_card.full_time
    Construction Experience Preferred - 2-3 Years of Litigation Experience.This Jobot Job is hosted by : Jeff Diepenbrock.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand se...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours