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Overview
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 , , , , , , 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
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 , , , , , , 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