Talent.com
Trust Administration Attorney - San Jose

Trust Administration Attorney - San Jose

Copenbarger & CopenbargerSanta Ana, CA, US
job_description.job_card.variable_days_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

    Attorney Trust Administration • Santa Ana, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Litigation Associate

    Litigation Associate

    Direct CounselIrvine, CA, US
    serp_jobs.job_card.full_time
    Litigation Associate (Mid to Senior Level).Direct Counsel is representing a well-established national law firm in Orange County that is seeking a. Mid to Senior-Level Litigation Associate.This firm ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Antitrust Litigation Associate (California based) - O.C.

    Antitrust Litigation Associate (California based) - O.C.

    Direct CounselOrange, CA, US
    serp_jobs.job_card.full_time
    Job Description : Antitrust Litigation and / or Merger Control Associate.Location : Century City, Orange County, San Diego, San Francisco, or Silicon Valley. Direct Counsel is representing an AmLaw 100 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Attorney | Insurance Defense | Hybrid | 147421

    Attorney | Insurance Defense | Hybrid | 147421

    Mission RecruitingIrvine, CA, US
    serp_jobs.job_card.full_time
    Elevate your litigation career in the heart of Irvine with one of Southern California's top-performing insurance defense firms. Represented by Mission Recruiting, this opportunity offers an exce...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Civil Litigation Attorney

    Civil Litigation Attorney

    Ecoff Campain & Kay LLPBeverly Hills, CA, US
    serp_jobs.job_card.full_time
    Ecoff Campain & Kay, LLP has an immediate opening for an experienced civil litigation attorney.Applicants should have solid litigation and / or labor and employment experience and must be prepare...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Business Litigation Associate

    Business Litigation Associate

    Elite SourcingNewport Beach, CA, US
    serp_jobs.job_card.full_time
    Business Litigation Associate – Newport Beach, CA.A premier Newport Beach law firm is seeking a talented.The ideal candidate will have strong research, writing, and courtroom skills, and the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Employment Litigation Partner

    Employment Litigation Partner

    Ascension Global Staffing & Executive SearchLos Angeles, CA, US
    serp_jobs.job_card.full_time
    Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Complex Litigation Associate LA / San Diego / Orange County (296 / o)

    Complex Litigation Associate LA / San Diego / Orange County (296 / o)

    Denovo ReviewCosta Mesa, CA, US
    serp_jobs.job_card.full_time
    Preeminent defense litigation firm with offices throughout the United States is looking for a Complex Litigation Attorney to join their team. The position offers a flexible, hybrid working arrangeme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Injury Litigation Attorney

    Personal Injury Litigation Attorney

    The Law Collective, APLCLos Angeles, CA, US
    serp_jobs.job_card.full_time
    The Law Collective is seeking an experienced and passionate Litigation Attorney to join our dynamic team.As a Litigation Attorney, you will play a pivotal role in advocating for our clients through...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Business Litigation Attorney

    Business Litigation Attorney

    JobotEl Segundo, CA, US
    serp_jobs.job_card.full_time
    Boutique Southern CA law firm servicing clients in Real Estate, Business, Trust & Probate Law, seeking a Business Litigation Attorney / Associate to join it's fantastic team! (HYBRID!).This J...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Litigation Associate

    Litigation Associate

    Aionios LLCIrvine, CA, US
    serp_jobs.job_card.full_time
    California (Multiple Office Locations | Hybrid or Remote Considered).A well-established, nationally recognized litigation firm is seeking an experienced Associate Attorney to join its Litigation pr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Litigation Associate (Antitrust) - Orange County

    Litigation Associate (Antitrust) - Orange County

    Direct CounselOrange, CA, US
    serp_jobs.job_card.full_time
    Associate – Litigation / Merger Control – Antitrust.Austin, Century City, Chicago, New York, San Diego, San Francisco, Washington, D. Direct Counsel is representing an Am Law 100 firm with...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Litigation Associate Attorney

    Litigation Associate Attorney

    Infinium StaffingIrvine, CA, US
    serp_jobs.job_card.full_time
    The Litigation Associate Attorney performs substantive billable legal work under the supervision of the Managing Partner. This role supports the firm's litigation practice by managing all phases...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Litigation Attorney - 2315978

    Litigation Attorney - 2315978

    JBA InternationalBeverly Hills, CA, US
    serp_jobs.job_card.full_time
    Assist in management of a diverse caseload of individual employment matters from inception through resolution.Produce high-quality work product, including pleadings, motions, and briefs.Represent c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    REMOTE : Litigation Attorney

    REMOTE : Litigation Attorney

    SagePathsAliso Viejo, CA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Aliso Viejo, California (REMOTE flexibility considered).A highly regarded boutique law firm specializing in creditor bankruptcy, business litigation, real estate law, and financial services litigat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Employment And Litigation Attorney - 2154388

    Employment And Litigation Attorney - 2154388

    JBA InternationalLos Angeles, CA, US
    serp_jobs.job_card.full_time
    Minimum 1 to 3 years of experience handling employment law cases.Experience handling depositions, pretrial motions, and litigation work from inception to. Experience drafting various pleadings and c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Litigation Associate Attorney

    Litigation Associate Attorney

    AMS Staffing, Inc.Newport Beach, CA, US
    serp_jobs.job_card.full_time +1
    K - $250K, bonus and AWESOME benefits!!!.Bachelor’s degree required : .Our client in Newport Beach (Fashion Island), California is seeking an Associate Attorney with 3+ years of general l...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Contract Litigation Attorney

    Contract Litigation Attorney

    Novate Legal SearchLos Angeles, CA, US
    serp_jobs.job_card.full_time
    The Senior Attorney will be responsible for managing a broad range of legal matters, providing legal advice to our clients, and representing them in court. This role requires a strong understanding ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Litigation Attorney

    Senior Litigation Attorney

    Goodwin RecruitingLos Angeles, CA, US
    serp_jobs.job_card.full_time
    Premier commercial litigation law firm specializing in commercial debt collection is seeking a Senior Litigation Attorney to join their team. This firm takes pride in providing their clients with ex...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Attorney - Insurance Defense - Remote

    Attorney - Insurance Defense - Remote

    JobotLos Angeles, CA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Attorney - Insurance Defense - 100% REMOTE - Must live within 30 miles of Los Angeles.This Jobot Job is hosted by : Brett Tolmie. Are you a fit? Easy Apply now by clicking the "Apply Now" b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Complex Litigation Associate - Orange County

    Complex Litigation Associate - Orange County

    Direct CounselIrvine, CA, US
    serp_jobs.job_card.full_time
    Litigation Associate – Environmental & Commercial Litigation.Direct Counsel is representing a.This is an excellent opportunity for an attorney looking to develop their expertise in.The fi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30