ZipRecruiter
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, sex, status, genetics, protected veteran status, gender 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
#J-18808-Ljbffr
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, sex, status, genetics, protected veteran status, gender 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
#J-18808-Ljbffr