Probate and Trust Administration Attorney (Contract)

Open Door Legal • San Francisco, CA

22h

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 compliance with the California Probate Code. A key aspect of the role is utilizing summary procedures, including Small Estate Affidavits and Spousal Property Petitions, to efficiently transfer assets to low-income clients' rightful successors without the need for formal probate. Additionally, the position requires handling limited conservatorship matters (person only), which includes coordinating essential care plans, court investigator reports, and annual status updates.

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
• Knowledge of trustee fiduciary duties and California Probate Code compliance
• Experience with summary procedures such as Small Estate Affidavits and Spousal Property Petitions
• Experience handling limited conservatorship matters (person only)

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: Part-time
• Career Level: Mid Level