Probate and Trust Administration Attorney (Contract)

Open Door Legal • San Francisco, CA

2d • Remote

About The Position

Seeking a California-licensed attorney with at least three years of experience to manage probate and trust administration. This role involves preparing various legal documents such as petitions for letters of administration, statutory notifications, inventories, accountings, Heggstad petitions, and distributions. The attorney will also advise trustees on their fiduciary duties and ensure compliance with the California Probate Code. Additionally, the position requires handling limited conservatorship matters (person only), which includes coordinating care plans, court investigator reports, and annual status updates. The role aims to efficiently transfer assets to rightful successors, particularly for low-income clients, utilizing summary procedures like Small Estate Affidavits and Spousal Property Petitions to avoid formal probate where possible.

Requirements

• California-licensed attorney
• At least three years of experience in probate and trust administration
• Experience preparing petitions for letters of administration, statutory notifications, inventories, accountings, Heggstad petitions, and distributions
• Experience advising trustees on fiduciary duties and California Probate Code compliance
• Experience utilizing summary procedures like Small Estate Affidavits and Spousal Property Petitions
• Experience handling limited conservatorship matters (person only)
• Experience coordinating essential care plans, court investigator reports, and annual status updates for conservatorship matters

Responsibilities

• Manage probate and trust administration.
• Prepare petitions for letters of administration, statutory notifications, inventories, accountings, Heggstad petitions, and distributions.
• Advise trustees on fiduciary duties and California Probate Code compliance.
• Utilize summary procedures like Small Estate Affidavits and Spousal Property Petitions to efficiently transfer assets.
• Handle limited conservatorship matters (person only).
• Coordinate essential care plans, court investigator reports, and annual status updates for conservatorship matters.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior