Paytech Trust Ceo Jobs in Usa

Our Client: A full-service law firm in western Nassau County, Long Island (close to LIRR stations) with 20 attorneys is hiring an Associate Attorney, Trusts & Estates. The firm Partners are committed to a limit of 1600 billable hours / year to prioritize personal well-being, and better manage life's demands outside of work. A special opportunity to work in Nassau County, Long Island with sophisticated firm clients, resolving complex T&E matters, and employing T&E strategies equally as complex and sophisticated as at larger firms, but with a 'smaller-firm' feel, more collaboration and ease to share knowledge, flexibility, and colleague familiarity, as well as an opportunity for tremendous growth that often surpasses larger firms.

The firm's T&E clients typically include high-net-worth families and individuals, business owners, investors, and company executives. Candidates should have experience and be comfortable working with clients having an estate value in excess of $5M.

Candidate must have at least 4+ years of complex Trusts & Estates experience, including strong tax planning. Joining the firm with a 'book of business' is NOT required, but a plus.

Location: The Long Island office is close to a LIRR train station for those living west or north of Long Island.

Commute: The work is ON SITE in the firm's Long Island office for the most part, with some flex to work in the firm's Manhattan or NJ office now & then, or sporadically on a remote basis as needed.

Salary: Up to about $175k, plus bonus, plus origination fees / commissions for any existing book of business brought into the firm and for any new business brought into the firm.

Responsibilities:

• Prepare wills, annuities, trust documents, etc.
• Perform estate & trust planning; prepare and review domestic and international estate planning strategies and documents.
• Trust work includes grantor trusts (annuity trusts and interest partnerships), revocable and irrevocable trusts, charitable trusts, dynasty trusts, etc.
• Assist clients with preserving their wealth and administering estates and trusts.
• Protect and prevent client estate or trust assets from unauthorized or improper use, waste, or depletion for taxes or long-term care costs and to creditors.
• Work with clients to plan for taxes including estate, gift, generation-skipping transfer taxes, personal, etc. as well as gift and estate tax audits.
• Assist clients to plan for elder law issues, succession of businesses, related marital matters, and public benefits.
• Assist clients to plan, create and administer charitable giving and foundations.
• Assist with the probate process and administration of estates for trustees and executors.
• Effectively counsel clients in all aforementioned disciplines

Qualifications:

• At least 4+ years of strong, 'hands on' experience with Trusts & Estates matters, including complex matters, and strong estate tax planning.
• J.D.
• Licensed to practice law in NY State.
• Experience working with estates valued over $5 Million.

All replies and discussions are confidential. If qualified and interested, please email a MS Word version of your resume to David Rivard, Director of Recruiting, Executive Alliance, at

This client is NOT OPEN TO:

• Sponsoring those in the U.S. on a temporary visa / not authorized to work for U.S. employers
• Providing a relocation package for those living outside of a commuting area to Long Island

Are you passionate about delivering exceptional client service and building trusted relationships with high-net-worth clients?

We’re looking for a Trust Officer to join a growing Fiduciary Company in Los Angeles County. You'll play a key role in managing and administering complex trust and investment relationships ranging from $1M to $25M.

In this role, you’ll work closely with clients, attorneys, and financial professionals to ensure each trust is administered with precision, care, and expertise. This is an incredible opportunity to grow your career in wealth management and trust administration with a collaborative, client-focused team.

What You’ll Do:

• Administer a portfolio of trust accounts while delivering an exceptional client experience
• Collaborate with trust counsel, tax specialists, and other internal partners to ensure proper documentation and administration
• Partner with external professionals — attorneys, accountants, and co-trustees — to ensure compliance with governing trust documents
• Maintain proactive communication with clients through calls, correspondence, and meetings
• Develop deep expertise in personal trust to serve as a resource to clients and internal partners
• Identify opportunities to deepen client relationships and deliver additional value

What You Bring:

• Bachelor’s degree required
• CTFA required
• JD, CPA, CFA preferred but not required
• 5+ years of relevant experience in wealth management or trust administration
• Strong understanding of trust and investment management practices
• Excellent communication and client advisory skills
• A professional network and the ability to build strong relationships with centers of influence

This onsite opportunity offers a base salary of up to $200k and a comprehensive benefits package.

If you’re ready to take the next step in your trust and wealth management career and make an impact on clients’ financial futures, we’d love to connect.

Apply today or message to learn more.

Experienced Trusts & Estates Attorney

Location: Primarily Remote (Flexible/Variable Office Hours)

Position Type: Full‑Time

About the Role

Our firm is seeking a highly experienced Trusts and Estates Attorney with 5 plus years of experience to join our team. The ideal candidate will be fully versed in trust and estate law and capable of independently managing matters from initial client intake through final resolution. This is a great opportunity for someone who values autonomy, high‑quality legal work, and a flexible, mostly remote environment.

Litigation experience involving trusts and estates matters is highly valued and considered a significant plus, though not mandatory.

Key Responsibilities

The successful candidate will be expected to perform the full scope of duties typically required in a trusts and estates practice, including:

Estate Planning

• Conduct client consultations to understand goals, assets, and family dynamics
• Draft, review, and revise estate planning documents, including:
• Wills
• Revocable and irrevocable trusts
• Powers of attorney
• Advance health care directives
• Gift planning instruments
• Provide sophisticated tax planning advice related to federal estate, gift, and generation‑skipping transfer taxes
• Advise high‑net‑worth clients on wealth transfer strategies and succession planning

Trust & Estate Administration

• Guide trustees, executors, and beneficiaries through probate and non‑probate administration
• Prepare and file probate petitions and related court documents
• Marshal, inventory, and value assets
• Address creditor claims and supervise payment of obligations
• Coordinate preparation of estate, fiduciary, and gift tax returns
• Manage trust funding and distribution processes
• Interpret trust instruments and advise fiduciaries on compliance

Client Counseling & Case Management

• Manage matters independently with minimal supervision
• Maintain strong professional communication with clients, fiduciaries, beneficiaries, and co‑professionals
• Provide strategic advice, risk assessment, and clear explanations of complex legal matters
• Maintain organized case files and deadlines from intake to conclusion

(Optional but Preferred) Litigation

• Handle or assist with trust and estate disputes, including:

Will contests

Breach of fiduciary duty claims

Accounting disputes

Interpretation issues

Draft pleadings, motions, discovery, and negotiate settlements

Qualifications

• J.D. from an accredited law school
• Licensed and in good standing with the Utah state bar
• 5 plus years of trusts and estates experience
• Strong drafting, analytical, and communication skills
• Ability to work independently and manage a full caseload

Compensation & Benefits

We offer a competitive compensation package commensurate with experience, including:

• 100% employer‑paid health and dental insurance
• 401(k) plan
• Additional fringe benefits
• Primarily remote work environment with flexible, varying office hours

Job ID: 409993

Practice area:- Estate & Tax Planning,Tax - Private Client Services,Trusts and Estates - General

Private Wealth / Trusts & Estates Associate Attorney (3–5 Years Experience) – Top-Tier Am Law Firm | Washington, DC

Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Private Wealth Associate Attorney, Estate and Tax Planning Attorney, Estate Attorney Washington DC, Washington DC legal jobs, Attorney jobs Washington DC, DC Bar required, Law firm trusts and estates associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

A highly regarded Am Law firm is seeking a Private Wealth / Trusts & Estates Associate Attorney (3–5 years experience) to join its sophisticated private client services practice in Washington, DC. This role offers the opportunity to advise high-net-worth individuals, families, and fiduciaries on complex estate, gift, and tax planning matters.

This Estate & Tax Planning Attorney opportunity allows attorneys to work on sophisticated wealth transfer strategies, estate administration matters, and tax planning initiatives for prominent clients. Attorneys seeking Washington DC legal jobs in a collaborative, high-level private wealth practice will find this role both intellectually engaging and professionally rewarding.

The Trusts and Estates Associate Attorney will collaborate with senior attorneys and outside advisors while supporting high-net-worth clients on complex wealth planning strategies. This partner-track position offers significant exposure to advanced estate planning work and client advisory responsibilities.

This opportunity is actively interviewing candidates and represents a rare opening for attorneys seeking elite Washington DC legal jobs in private wealth law.

A preeminent firm with excellent name recognition and clout, this firm has been involved in many high-stakes, high-profile suits over the last few decades. Defying easy categorizations, though, associates at this firm also praise its commitment to work-life balance and the respectful mentorship delivered from senior partners. Additionally, this firm makes a strong showing in the of-the-moment privacy and data security arena, making it an excellent destination for those interested in this in-demand field.

________________________________________

Key Responsibilities

• Advise high-net-worth individuals, families, and fiduciaries on estate, gift, GST, and income tax planning strategies.

• Draft and review estate planning documents including wills, trusts, and charitable planning vehicles.

• Assist with the administration of estates and trusts, including filings, reporting, and distributions.

• Support senior attorneys in developing wealth transfer strategies, succession planning, and asset protection plans.

• Provide strategic guidance to clients on complex estate and tax planning issues.

• Collaborate with accountants, investment advisors, and other external advisors to structure effective wealth planning solutions.

• Participate in sophisticated estate planning matters involving high-net-worth families and family offices.

• Utilize fintech tools and modern client service platforms to enhance the private wealth client experience.

________________________________________

Qualifications

• Juris Doctor (JD) from an accredited law school.

• DC Bar required or eligibility to waive into the District of Columbia Bar.

• 3–5 years of experience practicing as an Estate & Tax Planning Attorney or Trusts and Estates Associate Attorney.

• Experience advising high-net-worth clients on estate planning and tax planning matters.

• Experience drafting estate planning documents such as trusts, wills, and wealth transfer structures.

• Prior law firm experience in a private wealth or trusts and estates practice.

• Strong analytical, drafting, and client advisory skills.

• Ability to collaborate effectively with multidisciplinary teams.

________________________________________

Education

• J.D. from an accredited law school.

________________________________________

Certifications

• Tax LL.M. or CPA preferred.

________________________________________

Skills

• Strong technical background in trusts and estates and tax planning.

• Ability to draft sophisticated estate planning documents.

• Strong analytical and problem-solving capabilities.

• Excellent client communication and advisory skills.

• Experience working with modern fintech tools for client service is advantageous.

________________________________________

Culture & Firm Appeal

This opportunity is with a preeminent Am Law firm recognized nationally for its high-profile legal work and sophisticated client base. The firm’s private wealth practice advises prominent individuals, families, and fiduciaries on complex estate planning and wealth transfer matters.

The firm has built a reputation for combining top-tier legal work with a supportive and collaborative culture. Associates benefit from direct mentorship from experienced partners and meaningful opportunities to develop their technical expertise early in their careers.

Professionals pursuing Washington DC legal jobs in private wealth law will appreciate the firm’s emphasis on work-life balance, professional mentorship, and respect for associate development. The firm’s culture encourages collaboration and long-term career growth.

Attorneys also benefit from working alongside colleagues engaged in cutting-edge areas of law, including emerging regulatory and privacy-related matters.

________________________________________

Why This Role Is Unique

• Opportunity to advise high-net-worth individuals and families on sophisticated estate planning strategies.

• Direct exposure to advanced wealth transfer planning and tax structuring.

• Collaborative work with accountants, investment advisors, and fiduciaries.

• Early responsibility and direct client advisory opportunities.

• Partner-track position within a nationally recognized private wealth practice.

• Ideal opportunity for attorneys seeking elite Washington DC legal jobs in trusts and estates law.

This position rarely opens at this level and provides a unique opportunity to build a long-term career advising sophisticated private wealth clients.

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Provide support to trust officers and management to accomplish the duties and requirements of the trust division.

Essential Responsibilities:

• Provides customer service to trust clients, businesses, and professionals.
• Provides support to trust officers and trust management.
• Interacts and provides support and customer service to internal personnel.
• Prepares and maintains accurate account documentation to support administrative decisions of Bank in its fiduciary capacity.
• Communicate with clients, businesses, professionals, and internal personnel through the use of letters, email, memorandums
• Answers incoming calls and takes appropriate action.
• Reviews incoming internal and external mail and directs accordingly, responds to correspondence as required.
• Establishes and maintains required departmental documentation, files, and records.
• Prepares reports as needed from trust accounting system.
• Prepares reports in required format, such as, court accountings, state charitable reports, guardianship reports, etc.
• Maintains, manages, and completes tickler file, calendar, and other records as reminders to execute upcoming events.
• Responds and interprets requests for checks, transaction activity, statement mailings, address changes, tax information, trust account reports, wires, etc. in accordance with account agreements and established procedures.
• Processes and analyzes incoming funds in accordance with account agreements and established procedures.
• Prepares daily work entries and general ledger tickets for trust/banking related transactions.
• Prepares documents and handles all aspects of account openings and closings.
• Prepares discretionary payment requests, administrative reviews, checklists, trust accountings, court reports, and other required documentation.
• Reviews and analyzes account overdrafts and takes appropriate action.
• Reviews account transactions for reasonableness and accuracy.
• Performs research to respond to internal and external inquiries.
• Assists with the preparation of proposals, presentations, and other related educational materials.
• Other department duties include research, organizing meetings, making reservations and special projects.
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

As an integral member of the Trust Department, this position is responsible to assist the department as well as the bank in achieving their goals.

Education, Training and Requirements:

• Associates degree in business or related field of study; paralegal; or high school diploma with equivalent business work experience

Skills:

• Highly organized; attentive to detail; strong oral and written communication skills; computer proficient; ability to use office equipment; strong interpersonal skills; ability to prioritize, multi-task and work independently; valid driver's license.

Experience:

• At least two years of customer service in banking/financial related field

Hours: 40hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Job Category: Trust

Requisition Number: TRUST003177

Posted: June 5, 2025

Full-Time

Inlet Beach, FL 32461, USA

Trust Administrator I - Capital City Bank - More than your bank. Your banker.

Hours:

Monday - Friday

8 a.m. - 5 p.m.

General Summary

A Trust Administrator has the responsibility for the complete administration of accounts, typically involving the following types: trusts, guardianships, estates, or agencies. The core of this position is relationship management with a focus on prudent financial planning.

All associates at Capital City Bank and Capital City Home Loans have access to confidential client information and must practice discretion at all times.

This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines.

Principal Duties and Responsibilities

• Maintains and grows book of business of high net worth families, individuals, and organizations through building relationships, providing excellent and professional client service, and cultivating active relationships with business professionals in the community.
• Develops new business and confers with potential clients within current book of business. Meets and exceeds sales goals established for new business. Also accompanies Business Development Officer on calls to prospective clients.
• Works with attorneys in matters relating to clients which includes reviewing drafts of estate planning documents for clients.
• Coordinates with external CPAs pertaining to tax issues relating to client needs.
• Sets up estates, trusts, guardianships, and agency accounts. Has the responsibility of building relationships with persons, agencies, and organizations that have an interest in any aspect of an account.
• Manages assigned accounts in accordance with terms specified in the trust instrument, agreement, or state statutes in a manner consistent with needs of the principals, and current and remainder beneficiaries. Additional requirements include consistent coordination with Portfolio Manager of account and client to establish the client's investment objectives and risk tolerance as well as managing ongoing changes in client needs.
• Makes account distributions per legal document and applicable law per set standards within the department. Completes monthly account reviews. All accounts should be in compliance with federal/state law and company policy.
• Completes and reports, monthly, pipeline activity.
• Represents the company in business and community activities.
• Responsible for staying current with federal, state, and tax laws pertaining to estate planning and fiduciary responsibility.
• Employer determines the essential functions of the job.

All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank and Capital City Home Loans, with department managers setting the standard.

Associated Duties

Provides additional support to manager and department colleagues for the purpose of ensuring the efficient and effective functioning of the work unit.

Completes all assigned/required Bank training within established timelines.

Knowledge, Skills and Abilities (KSAs) Required

The following KSAs are usually acquired through college education with specialized business training course(s) and two to four years of related experience:

• At least two to four years of experience with trust law and administration, including regulations, rights of survivorship, and financial institution operating policies and procedures.
• Excellent verbal and written communication needed to develop client and professional relationships.
• Ability to prioritize and work unsupervised.
• Strong organizational skills and work ethic.
• Engages and thrives in regular interpersonal contact with clients, business professionals and colleagues.
• Proven success in handling multiple, diverse, and complex tasks.
• Proficient computer skills including expertise in Microsoft Office and ability to adapt to other computer programs as necessary to perform job function.

Education

Bachelor's degree in finance or related field required. Certified Financial Planner (CFP) designation or Certified Trust and Financial Advisor (CTFA) is preferred. Relevant experience may substitute for the education requirement.

Working Conditions

• Professional office atmosphere.
• Fast-paced.
• In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.

Capital City Bank associates are our greatest asset. We offer the following benefits

• Medical, Dental and Vision
• Life Insurance
• 401(k) with Matching
• Flexible Spending Accounts
• Tuition Assistance
• Stock Purchase
• Discounts on Products and Services

EOE/Protected Veterans/Disabled/Drug Free The above declarations are not intended to be an \"all-inclusive\" list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This job description does not restrict Capital City Bank and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.

LHH is working with a respected law firm to identify a skilled Trust & Estates / Corporate Legal Secretary to provide comprehensive administrative and legal support to attorneys in both the Trusts & Estates and Corporate practice groups. This role is ideal for a detail‐oriented legal professional who enjoys supporting transactional practices and managing multiple priorities in a professional office environment.

The Trust & Estates / Corporate Legal Secretary provides high‐level administrative and legal support to attorneys by assisting with document preparation, client communications, calendaring, and matter management across trust & estate planning and corporate matters.

Essential Job Duties:

• Support trust & estates, corporate, and general transactional matters, including drafting, proofreading, and finalizing legal documents, correspondence, engagement letters, and governance materials
• Assist with the preparation, organization, and meticulous proofreading of estate planning documents, including wills, trusts, powers of attorney, health care directives, and related instruments
• Support preparation of corporate documents such as agreements, bylaws, and capitalization tables
• Draft document "shells" and locate sample documents within the firm's document management system
• Troubleshoot and correct formatting issues in legal documents
• Maintain client files in both electronic and hard‐copy formats and prepare new matter documentation
• Open new matters for assigned attorneys, including preparation of file opening forms
• Manage attorney calendars, deadlines, and meeting scheduling (virtual and in‐person)
• Track and manage attorney CLE records
• Prepare and submit expense reports; track and revise attorney time entries; assist with invoicing coordination
• Manage correspondence with clients and outside counsel
• Notify attorneys of incoming mail and packages
• Coordinate workflow and prioritize assignments to ensure deadlines are consistently met
• Arrange attorney travel and reservations as needed
• Reserve conference rooms, arrange equipment, and coordinate catering for meetings

Qualifications & Requirements:

• Minimum 3+ years of law firm experience as a legal secretary or paralegal; trust & estates experience strongly preferred
• Bachelor's degree preferred
• Advanced proficiency with Microsoft Word, Excel, PowerPoint, Outlook, and NetDocuments
• Exceptional organizational skills with strong attention to detail and the ability to manage multiple priorities
• Strong interpersonal skills with the ability to build effective working relationships with attorneys, staff, and clients
• Excellent written and verbal communication skills
• High level of professionalism and discretion; ability to maintain confidentiality at all times
• Strong judgment and common‐sense problem‐solving abilities
• Ability to handle routine responsibilities while navigating sensitive or complex assignments
• Flexibility to work overtime as needed
• Consistent punctuality and dependable attendance
• Notary Public status strongly preferred

Location: Westlake Village, CA — 100% onsite

Pay: This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, the salary range is estimated to be $60,000 to $80,000 annual salary and benefits may include medical, dental, vision, and 401k plans.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance

We are working with highly respected, growing, full-service, Oakland, California based law firm with a strong commitment to providing exceptional legal services to its clients. The firm seeks a highly motivated and experienced Trust & Estates Litigation Attorney to join its Trusts and Estates Litigation Practice Group, representing a diverse client base including high-net-worth individuals, fiduciaries, and charitable organizations, in all aspects of trust and estate controversies.

The ideal candidate will have five or more (5+) years of dedicated experience in trust, estate, and conservatorship litigation in California. The role offers the successful candidate the opportunity to manage a diverse caseload, work closely with partners, and take a lead role in all phases of litigation, from initial case assessment through trial and appeal. Minimum billable hours are 1610/yr. Attorneys meeting or exceeding that goal may increase their earnings significantly through the firm's tiered bonus program. The annual base salary for the position is $165,000 to $195,000/yr., depending upon attorney experience, skills, and qualifications. Depending on billable hours, total compensation can range up to $207,000 for those at the lower end of the salary range to $245,000 at the higher end.

RESPONSIBILITIES

• Manage and litigate complex trust, estate, and conservatorship disputes, including but not limited to (a) will and trust contests (e.g., undue influence, lack of capacity, fraud); (b) breach of fiduciary duty claims against trustees, executors, and conservators; (c) petitions for instructions and accountings; (d) spousal property petitions; (e) elder abuse actions (financial and physical); (f) conservatorship contested matters; (g) probate and trust administration disputes.
• Conduct legal research and analysis, draft pleadings, motions, and briefs.
• Handle all aspects of discovery, including propounding and responding to written discovery, and taking/defending depositions.
• Prepare for and attend court hearings, mediations, arbitrations, and trials.
• Communicate effectively with clients, opposing counsel, and court personnel.
• Develop and implement effective case strategies.
• Collaborate with partners and other attorneys on complex matters.
• Mentor junior attorneys and support staff as needed.
• Maintain accurate time records and ensure compliance with billing requirements.

QUALIFICATIONS:

• Juris Doctor (J.D.) degree
• Active membership in good standing with the California State Bar
• Five or more (5+) years of demonstrable experience specializing in California Trust & Estates Litigation
• Strong understanding of the California Probate Code, related statutes, and case law
• Exceptional written and oral communication skills, with a proven ability to draft persuasive legal documents and advocate effectively in court
• Excellent analytical, research, and problem-solving skills
• Ability to manage multiple priorities, work independently, and meet deadlines in a fast-paced environment
• Strong interpersonal skills and a client-focused approach
• Experience with trial preparation and courtroom advocacy is highly preferred
• A proven track record of successfully resolving complex litigation matters
• Ability to work on a hybrid schedule requiring three (3) days in the office after ninety (90) days of employment

OTHER DETAILS

• Salary of $165,000 - $195,000 (for minimum billables of 1610 hrs./yr.), depending upon attorney experience, skills, and qualifications.
• Hybrid work schedule requiring three (3) days in office after ninety (90) days of employment
• Comprehensive benefits package, including medical, dental, vision, and life insurance.
• 401(k) plan
• Generous paid time off and holidays.
• Professionaldevelopment opportunities
• A collegial and supportive work environment.
• Opportunity for significant growth and advancement within the firm.

Candidates may apply for this position on LinkedIn, on the Hire Counsel website, or by direct e-mail to We at Hire Counsel cannot promise that a particular candidate will get the job or an interview, but we can promise that we will review all submitted resumes.

About Hire Counsel, a Purpose Legal Company

Hire Counsel, a Purpose Legal Company, is an agile legal talent agency. We build connections between legal professionals and our clients, some of the nation's largest law firms and legal departments (and some of the smallest). By connecting good lawyers with our clients, we help attorneys find a permanent home. We also provide individuals with the option to work on contract (temporary) assignments to aid their stability as they proceed with their job searches. Hire Counsel holds all resumes in the strictest confidence.

Are you a dedicated Trusts & Estates attorney looking to make a real difference in the lives of clients while advancing your career in a supportive, collaborative law firm? If so, this is the opportunity for you.

Scion Staffing has been engaged to lead the search for a Trust Administration Attorney on behalf of a highly respected California-based law firm with an outstanding reputation for integrity, client service, and legal excellence. This full-time, hybrid role is based in Pasadena, CA and offers the chance to join a firm deeply committed to both its clients and community.

POSITION OVERVIEW:

As an Associate Attorney (Trust Administration), you'll take ownership of trust administration and estate matters from start to finish, ensuring that every client receives exceptional legal counsel and service. You'll also provide guidance and mentorship to legal staff while working closely with senior counsel and partners. This is an opportunity for an attorney who is ready to step into a leadership role while still engaging deeply in meaningful client-facing work.

Why You'll Love This Role:

• Work with sophisticated, high-value trust administration matters and directly impact families' financial security and legacy planning.
• Join a firm with a collaborative, team-oriented culture that values mentorship, professional growth, and community impact.
• Enjoy a competitive salary, performance-based incentives, and benefits package designed to support both your career and personal well-being.
• Hybrid flexibility in Pasadena with the ability to balance office collaboration and focused remote work.

Responsibilities:

• Lead and manage a portfolio of trust administration and estate matters, ensuring accuracy, compliance, and client satisfaction.
• Draft, review, and manage trust documents, accountings, petitions, and related filings.
• Provide strategic legal advice in areas such as trust administration, estate planning, tax, and real estate.
• Supervise and mentor paralegals and support staff.
• Build and maintain lasting client relationships while identifying opportunities for growth and firm impact.

Qualifications:

• Juris Doctor (JD) and active California Bar membership in good standing.
• Demonstrated experience in trust administration and estate law.
• Strong legal drafting, research, and communication skills.
• Proven ability to manage complex client matters and mentor team members.
• A passion for serving clients with integrity, excellence, and care.

Compensation & Benefits:

• Base salary: $145,000+ (commensurate with experience).
• Performance bonuses with OTE potential exceeding $210,000.
• Full medical, dental, and vision coverage.
• 401(k) with employer contributions.
• Generous PTO and ongoing professional development support.

ABOUT OUR SEARCH FIRM:

Scion Staffing is a national award-winning staffing firm! Since 2006, we have had the pleasure of successfully placing thousands of talented professionals with amazing career opportunities. Through our innovative team building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing. We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a ClearlyRated Best of Staffing firm as well as a top recruitment firm by The Business Times. Additional information about our firm can also be found online.

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate based on race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and the candidates we represent. For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records. We engage in socially conscious business practices and believe that diverse, equitable, inclusive, and non-biased talent and recruitment processes are foundational to the success of Scion as well as every client organization with whom we partner.

Trusts & Estates Attorney

Are you an experienced Trusts & Estates attorney seeking a new opportunity? We are working with several firms across Eastern Pennsylvania looking to expand their Trusts & Estates and Tax practices. These firms offer competitive compensation, strong career growth potential, and high-net-worth clientele.

Here are just a few of our current opportunities:

Current Opportunities Include:

Chester County, PA – Trusts & Estates Planning Associate

• Experience: 5+ years of Trusts & Estates planning
• Advise clients on estate planning, asset protection, and wealth transfer strategies
• Handle trust and estate administration matters
• Medicaid and Medicare planning experience a plus

Bucks County, PA – Trusts, Estates & Tax Attorney

This role is heavily focused on tax, trusts, and estates work, with some corporate and transactional matters tied to family wealth planning. The practice includes:

• Estate planning and wealth preservation strategies
• Federal Estate, Gift, and tax planning
• Business succession planning, including transactional tax issues
• General estate planning and administration
• 4+ years of relevant experience
• LL.M. in Tax preferred

Why Consider These Opportunities?

Competitive Salaries & Lucrative Bonuses

Comprehensive benefits packages (health insurance, retirement, hybrid work arrangements, etc.)

Work with High-Net-Worth Clients

Law Firms with Excellent Reputations

Opportunities for Career Advancement & Growth

How to Apply:

If you're interested in this position, please apply to this posting or forward your resume to

This posting is a representative sample of the types of roles we typically place with our clients. Depending on the specific client, location, and role, benefits may include Health, Dental Vision, 401K, and PTO.

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance