Trusted Talent Jobs in Usa

About the Position:

Our client, a sophisticated Midwest-based law firm, is actively seeking a trusts and estates attorney to join its thriving office in Chicago. This practice handles a range of T&E matters, including charitable planning, family foundation counseling, probate and estate administration, transfer tax planning and audit representation, trust administration, and litigation.

Highlights:

· Firm believes strongly in work-life balance

· Top-notch professional development support

· Fantastic opportunity for hands-on experience

Responsibilities:

· Counsel individuals, families, executives, and business owners on estate planning, trust administration, business succession planning, and probate matters

· Assist clients in developing tax-efficient and cost-effective strategies for wealth transfer among spouses, family members, friends, or in support of charitable organizations

· Prepare estate and gift tax returns

Required Qualifications:

· 8+ years of trust and estates experience

· Strong academic credentials

· Some portable business is preferred but not required

Location:

Chicago, IL (Hybrid)

Compensation:

The anticipated base salary range for this position is $275,000+.

About Us:

McCormack Schreiber Legal Search is Chicago's leading legal search firm. We leverage more than 30 years of experience in the Chicago legal market to assist attorneys and paralegals seeking new opportunities and employers searching for top legal talent.

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.

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

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

Premier Trusts & Estates Boutique Working With High Net-Worth Individuals | NYC | Up-to $250K

Location/Schedule: Manhattan, New York

Base Salary: Up to $225,000

Experience Level: Mid-Level (4–6 Years)

Practice: Trusts & Estates - Sophisticated Estate Planning & Administration

I'm working with a premier New York City boutique trusts & estates firm recognized as best-in-class in the space, with a hyper-focused practice advising high-net-worth individuals, families, fiduciaries, and financial institutions on complex estate planning and administration matters.

This is an opportunity to join Brick & Patel, a firm widely regarded as unmatched in the NYC Trusts & Estates market, offering deep technical work, meaningful autonomy, and long-term growth in a lean, elite environment.

What stands out about this opportunity:

Boutique Excellence — Truly Premier Platform

This firm is consistently viewed as the leading Trusts & Estates boutique in New York City. Its exclusive focus allows attorneys to develop deep subject-matter mastery rather than juggling diluted practices. The work is sophisticated, technical, and impactful.

Sophisticated High-Net-Worth Client Base

Represent ultra- and high-net-worth individuals, multi-generational families, fiduciaries, and financial institutions, handling comprehensive estate planning and administration matters. Attorneys are exposed to advanced wealth transfer strategies, fiduciary representation, and complex trust structures.

Multi-Jurisdictional Reach & Complexity

The practice spans New York, New Jersey, Connecticut, Pennsylvania, and Florida, offering experience with multi-state planning, administration, and tax considerations. This breadth builds highly portable, nationally valuable expertise.

Meaningful Responsibility & Autonomy

Associates are trusted with real ownership of matters, including drafting sophisticated estate planning documents, handling administration issues, and working directly with clients and fiduciaries. This is not a back-office role.

Career Growth & Partnership Track

Join a lean, experienced team where mentorship is hands-on and advancement is realistic. The structure allows strong performers to develop judgment, client relationships, and leadership skills, positioning them for long-term partnership-track growth.

High-End Work Without Big Law Bureaucracy

Enjoy the sophistication and caliber of work typically found at large firms—without the rigid hierarchy or narrow role definition. Attorneys here are valued for expertise, initiative, and judgment.

Competitive Manhattan Compensation

Base salary up to $225K, commensurate with experience, responsibility, and expertise.

Ideal Profile:

• 4–6 years of Trusts & Estates experience
• Background in estate planning and/or estate administration
• Strong drafting skills and attention to technical detail
• Comfortable working with high-net-worth clients and fiduciaries
• New York bar admission preferred

This is a standout opportunity for a Trusts & Estates attorney seeking elite-level work, autonomy, mentorship, and long-term career trajectory within New York City's top boutique platform.

If this aligns with what you're exploring, I'm happy to speak confidentially and walk through the practice, culture, and progression in more detail.

Contact:

Book a confidential conversation:

Job Title: Estate & Trust Administration Paralegal

Location: 870 West King St., Suite B, Boone, North Carolina 28607)

Company: Deal, Moseley, di Santi, Garrett & Martin, LLP, a law firm providing a variety of legal services (See: Boone Attorneys | Real Estate, Estate Planning, Civil Litigation | Deal Moseley di Santi Garrett & Martin, LLP)

Job Type: Full-Time

Salary: Commensurate with experience, specific range provided upon inquiry

Overview

We are seeking a proactive, detail-oriented, and experienced Estate/ Trust Administration Paralegal to join our team. In this vital role, you will work closely with our attorneys to manage all aspects of estate and trust administration, ensuring prompt, exceptional client service. The ideal candidate is a certified estate paralegal or has strong experience in estates and trusts.

Key Responsibilities

• Assist attorneys and collaborate with estate planning paralegal(s) to promptly complete estate and trust (and some guardianship) administration.
• Draft trust documents to manage trust assets, complete (and file, when applicable) necessary paperwork.
• Draft and file probate filings with applicable Clerk of Court (e.g., inventories, accountings, notices to creditors, etc.).
• Communicate directly with clients, trustees, beneficiaries, financial institutions, creditors and court personnel to gather information and provide updates.
• Organize and maintain physical and electronic files and client data.
• Manage deadlines with attorneys to ensure efficient, timely administration.

Qualifications and Skills

• Experience/ Education: Minimum of 3-5 years of experience with a specific focus on estate and trust administration, probate and/ or estate planning.

Experience in estates and trusts is valued over a specific degree; completion of an ABA-approved paralegal program, or an equivalent combination of education and experience is a plus.

• Technical Proficiency:
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Familiarity e-filing systems preferred, but training available.
• Core Competencies:
• Exceptional attention to detail and strong proofreading skills.
• Excellent written and verbal communication abilities (including with busy supervising attorneys) and clients.
• Strong organizational skills with the ability to manage multiple matters/ estates concurrently and work independently.
• Other License/Certification: Must have a Notary Public commission in North Carolina or be willing and eligible to obtain one upon hire.

Benefits

We offer a competitive salary (specifics available on inquiry) and benefits package that includes:

• 36-hour work week (one half-day off per week)
• Health coverage available- details upon inquiry; dental, vision and other affordable add-on plans available at employee election
• 401(k) with company match up to 4%
• Paid time off (includes sick and vacation leave)
• At least 11 paid holidays

How to Apply

Interested candidates should submit a resume and a cover letter detailing their relevant experience to Jim Deal and Chelsea Garrett as follows: ;

Deal, Moseley, di Santi, Garrett & Martin, LLP is an Equal Opportunity Employer

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 cornerstone of our firm, recognized for its sophisticated handling of complex and high-stakes disputes. We pride ourselves on a collaborative environment, professional development opportunities, and a commitment to work-life balance. We represent a diverse client base, including high-net-worth individuals, fiduciaries, and charitable organizations, in all aspects of trust and estate controversies.

We are seeking a highly motivated and experienced Trust & Estates Litigation Attorney to join our dynamic team. The ideal candidate will have 5+ years of dedicated experience in trust, estate, and conservatorship litigation in California. This role offers 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.

We believe in rewarding hard work. Our attorneys have a minimum billable hour requirement of 1,610 hours per year. For those who meet or exceed this goal, our tiered bonus program provides a clear path to increase your earnings significantly.

The annual base salary for this position is $165,000 to $195,000. Depending on billable hours, total compensation can range from $207,000 at the lower end of the salary range to $245,000 at the higher end.

Job Duties and Responsibilities:

Manage and litigate complex trust, estate, and conservatorship disputes, including but not limited to:

• Will and trust contests (e.g., undue influence, lack of capacity, fraud)
• Breach of fiduciary duty claims against trustees, executors, and conservators
• Petitions for instructions and accountings
• Spousal property petitions
• Elder abuse actions (financial and physical)
• Conservatorship contested matters
• 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 from an ABA-accredited law school.
• Active membership in good standing with the California State Bar.
• 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 a hybrid schedule of 3 days in the office after completing 90 days of employment.

What We Offer:

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including medical, dental, vision, and life insurance.
• 401(k) plan
• Generous paid time off and holidays.
• Professional development opportunities
• A collegial and supportive work environment.
• Opportunity for significant growth and advancement within the firm.

To Apply: Interested candidates should submit a cover letter detailing their relevant experience and interest in this position, along with a resume and writing sample (e.g., legal brief, motion, or significant portion of a pleading) demonstrating their litigation drafting skills.

Please send your application materials to with the subject line: Trust & Estates Litigation Attorney.

Donahue Fitzgerald LLP is an Equal Opportunity Employer.

The salary range for this position applies to California. The salary range reflects a variety of factors that are considered in making compensation decisions, including but not limited to experience, education, licensure and/or certifications, geographic location, market demands, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for a position. A reasonable estimate of the current salary range for this position is $165,000 to $195,000.