Talent.com
Wills & Trusts Lawyer

Wills & Trusts Lawyer

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

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 San Jose 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 – San Jose
  • 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 • Campbell, CA, US

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

    Litigation Attorney

    Cross Ocean Technologies IncOakland, CA, US
    serp_jobs.job_card.full_time
    GENERAL LITIGATION ATTORNEY WITH TRUST AND ESTATE PLANNING.General Litigator with Estate and Trust Planning experience.You will be assigned to our vast pool of clients becoming part of our burgeoni...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Litigation Attorney / Of Counsel : Civil Litigation within Educational Law

    Litigation Attorney / Of Counsel : Civil Litigation within Educational Law

    JobotSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Remote / Hybrid Schedule | (Prev Education specific experience not required).This Jobot Job is hosted by : Isaac Levet.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Employment Law Attorney

    Senior Employment Law Attorney

    JobotSan Jose, CA, US
    serp_jobs.job_card.full_time
    Senior Employment Law Attorney - Full-Service Business Law Firm!.This Jobot Job is hosted by : Jacob Vane.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us you...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Attorney / Lawyer

    Attorney / Lawyer

    Robert HalfLos Altos, CA, US
    serp_jobs.job_card.full_time
    We are looking for a knowledgeable and dedicated Attorney to join our team in Los Altos, California.The ideal candidate will specialize in estate planning, probate administration, and asset protect...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Complex Litigation Attorney (Hybrid)

    Complex Litigation Attorney (Hybrid)

    GpacOakland, California, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Business Litigation, Toxic Torts, Employment Law, Real Estate, Insurance Defense.We are seeking a motivated and skilled.This hybrid role offers flexibility while providing the opportunity to work o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Commercial Litigation Attorney

    Commercial Litigation Attorney

    JobotSan Jose, CA, US
    serp_jobs.job_card.full_time
    This Jobot Job is hosted by : Jeff Diepenbrock.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary : $175,000 - $220,000 per year.This is a Ful...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Banking Lawyer

    Banking Lawyer

    OnHiresSan Francisco, California, .US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Remote (Europe) | Full-time | B2B contract.Our client is a fast-growing fintech company providing liquidity and technology solutions in the crypto and FX industry. The company powers brokers, exchan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Projects Tax Lawyer

    Projects Tax Lawyer

    Norton Rose FulbrightSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    We are a global law firm with a powerful strategic focus and real momentum.Our industry-focused strategy is seeing us take on pioneering work in places that others have yet to reach.Our shared valu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Trusts & Estates Attorney

    Trusts & Estates Attorney

    JobotSan Francisco, CA, US
    serp_jobs.job_card.full_time
    International Law Firm with Great Reputation Seeks a Remote Trust & Estates Attorney to Join their Growing Team! Great Culture!. This Jobot Job is hosted by : Jessica Carroll.Are you a fit? Easy ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Mid-Level Litigation Attorney - Trusts & Estates

    Mid-Level Litigation Attorney - Trusts & Estates

    Donahue FitzgeraldOakland, CA, United States
    serp_jobs.job_card.full_time
    Donahue Fitzgerald is a highly respected and growing law firm with a strong commitment to providing exceptional legal services to our clients. Our Trusts and Estates Litigation practice is a corners...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Trust & Estates Litigation Attorney (Hybrid)

    Trust & Estates Litigation Attorney (Hybrid)

    JobotSan Jose, CA, US
    serp_jobs.job_card.full_time
    Trust & Estates Litigation Attorney - Generational Wealth!!.This Jobot Job is hosted by : Jacob Vane.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Construction Litigation Attorney

    Construction Litigation Attorney

    JobotOakland, CA, US
    serp_jobs.job_card.full_time
    Well-established law firm looking to add tenured attorneys to their growing team.Full benefits, 401k, competitive salary!. This Jobot Job is hosted by : Bryan Thompson.Are you a fit? Easy Apply now b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Fiduciary Law Attorney

    Fiduciary Law Attorney

    Copenbarger & CopenbargerCampbell, CA, US
    serp_jobs.job_card.full_time
    San Jose, CA (In-person; also hiring in Santa Ana).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_days
    • serp_jobs.job_card.promoted
    Senior Trusts & Estates Litigation Attorney

    Senior Trusts & Estates Litigation Attorney

    DLKLawGroup PCSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    The Senior Trusts & Estates Litigation Attorney must have 6+ years of recent experience in civil litigation, preferably with probate and trust litigation experience. Opportunities for career growth ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Litigation Associate (General Liability and / or Toxic Tort)

    Litigation Associate (General Liability and / or Toxic Tort)

    MG+M The Law FirmSan Francisco, CA, US
    serp_jobs.job_card.full_time
    MG+M The Law Firm (MG+M) is currently hiring Associate Attorneys with 2+ years of defense litigation experience to join one of the following practice groups : . MG+M is a nationally renowned litigatio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Corporate Lawyer - Fully Remote

    Corporate Lawyer - Fully Remote

    PhitureSan Francisco, CA, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.part_time
    Mercor connects elite creative and technical talent with leading AI research labs.Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Trust & Estate Attorney

    Senior Trust & Estate Attorney

    JobotSan Jose, CA, US
    serp_jobs.job_card.full_time
    Senior Trust & Estate Attorney - Full Service Business Law Firm.This Jobot Job is hosted by : Jacob Vane.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Litigation Attorney

    Litigation Attorney

    JobotOakland, CA, US
    serp_jobs.job_card.full_time
    Great opportunity to join a national plaintiff litigation firm with a great reputation!.This Jobot Job is hosted by : Ethan Goldman. 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
    Family Law Attorney

    Family Law Attorney

    JobotSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Family Law Attorney - Expert Family Law Services in the San Francisco Bay Area.This Jobot Job is hosted by : Jacob Vane.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Employment Attorney

    Employment Attorney

    JobotSan Jose, CA, US
    serp_jobs.job_card.full_time
    Employment Attorney - Full-Service Business Law Firm!.This Jobot Job is hosted by : Jacob Vane.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Sa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days