Posted 09/03/2026
Job Number: 17677
Trusts & Estates Attorney
Upland, California • Hybrid
Industry: Legal Services
Job Category: Legal
Job Type: Direct Hire
Salary: $115,000 - $175,000 / Annually
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Job Description
Position Title: Trusts & Estates Attorney
Join a respected, family-owned trusts and estates law firm where attorneys handle sophisticated matters, build meaningful client relationships, and have the opportunity to grow toward partnership. This role will manage a diverse caseload of estate planning, trust administration, probate, and post-mortem matters from initial client consultation through completion, with exposure to complex and unusual cases that require strong judgment and meticulous attention to detail.
The ideal candidate is a California-barred trusts and estates attorney who is highly detail-oriented, relatable to clients, and confident managing a high-volume caseload. They are looking for someone mature, professional, and collaborative who values teamwork and brings both technical strength and a client-first approach to their work.
Salary Range: $115,000–$175,000 / Year, DOE
Responsibilities
- Manage a caseload of up to 60 trusts, estates, and related matters
- Own the full lifecycle of estate planning matters, including client intake, strategy, drafting, execution, and follow-up
- Prepare and review wills, revocable living trusts, powers of attorney, advance healthcare directives and related estate planning documents
- Advise clients on estate tax planning, asset titling, beneficiary designations and trust funding
- Handle trust administration, probate proceedings and estate settlements from opening through completion
- Support disability planning matters including special needs trusts, conservatorships and ABLE account planning
- Maintain exceptional accuracy and attention to detail while managing multiple deadlines, documents and moving pieces
Requirements
- 3–5 years of trusts and estates experience
- Hands-on experience with trust administration, probate, conservatorships and trust formation
- Strong legal research, writing, and document-drafting skills
- Active California Bar membership
- Ability to independently manage a high-volume caseload
- Mature, professional, and approachable communication style with clients
- Collaborative mindset and ability to work effectively with attorneys, paralegals and support staff
Benefits
- Medical, dental, and vision insurance options
- Simple IRA with employer match
- PTO, paid sick leave, and paid holidays
- Paid CLE and bar dues
- Life insurance and AD&D coverage
- Monthly health and wellness benefit
- Hybrid flexibility after 90 days with three days per week in the office
If you are ready to take ownership of sophisticated trusts and estates matters while building your career with a collaborative, established firm, apply today.
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Job ID: a0CUm000050eMIdMAM
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