Trust and Estate Attorney
$120k - $190kCareer Consulting Partners
Job Description
Job Description
Trust and Estate Attorney
Career Consulting Partners has partnered with a successful boutique law firm in the Montclair/Rancho Cucamonga area in search of a Trust and Estate Attorney. This is a tech-forward firm with a 30+ year legacy in trust and estate law, looking for an attorney interested in a direct path to partnerhip. This is not a back-office drafting role. You will fully own your caseload from intake to resolution. You will drive legal strategy, manage client relationships, supervise staff, and represent fiduciaries in court-supervised proceedings for both uncontested administration and contested litigation.
Prepare and file petitions for probate/letters of administration, statutory notifications, inventories, accountings, and petitions for distribution.
Adise trustees on fiduciary duties, trust interpretation, and California probate code compliance.
Draft Heggstad petitions, petitions for instructions, and probate code 17200 petitions.
File petitions for appointment of conservator (person/estate), coordinate care plans/court investigator reports, and handle annual status reports.
Administer first-party, third-party, and pooled disability trusts, ensuring strict compliance with Medi-Cal, SSI, and public benefit requirements.
This is not a purely transactional or estate planning role
Juris Doctor (J.D.) degree from an accredited law school and a valid California state bar membership.
2+ years of experience in trust and estate law, including probate court appearances
Must be open to handling a mixed caseload
Experience with trust administration, probate, conservatorship, and/or trust litigation
Strong legal research, writing, and oral advocacy skills
Experience representing fiduciaries (trustees, administrators, conservators) in probate court
Ability to manage a full caseload independently with minimal supervision
Proficiency with legal technology and case management systems
Independent judgement and initiative
Base Compensation: $120,000 - $190,000
Performance bonuses for exceeding 1,800 annual billable hours and for case origination
Case origination bonuses for cases that you bring to the Firm
Partnership track: Consideration for profit-sharing or partnership after 3–5 years of successful performance
Group health insurance (employer contributes)
Life insurance
12 paid holidays per year
Paid time off accrues based on tenure
Paid sick leave
Continuing education and tuition assistance
Claremont, CA
Hybrid Flexible Schedule
***Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application, we will reach out to you and review the firm(s) before we move forward***
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