Senior Attorney - Trusts & Estates

JKZ LLP•San Diego, CA

1d•Hybrid

About The Position

The Senior Attorney – Trusts & Estates independently manages and leads matters involving estate planning, trust formation and administration, probate proceedings, fiduciary representation, asset distribution, tax-related matters, and contested trust or estate disputes. This role requires advanced legal judgment, strong leadership and organizational skills, and the ability to supervise staff, manage workload distribution, and oversee complex caseloads efficiently. The Senior Attorney – Trusts & Estates serves as a strategic advisor to clients, provides guidance and mentorship to associates and support staff, and collaborates closely with partners to advance client objectives and firm goals. The position demands exceptional research, writing, and communication skills, a proactive and self-directed approach to practice management, and a commitment to fostering teamwork, accountability, and a positive firm culture. JKZ employees are expected to “Think Outside the Box,” applying creativity, sound judgment, and initiative to deliver thoughtful solutions and exceptional client service. Senior Attorneys are expected to model and uphold JKZ’s mission, vision, and values in all professional interactions and to consistently produce work that meets or exceeds the JKZ Standard.

Requirements

Active Member of the State Bar of California.
Minimum 5–10 years recent experience in trusts & estates practice area.
Excellent critical thinking, judgment, analytical reasoning, attention to detail, and high-level cognitive functioning.
Ability to remain composed, strategic, and solution-oriented in high-pressure or emotionally charged situations.
Communicates promptly, clearly, and professionally with clients, colleagues, and internal stakeholders, ensuring matters advance efficiently.
Demonstrates advanced legal research, writing, analytical, and strategic problem-solving skills across complex matters.
Exhibits strong professional judgment, reliability, and accountability with respect to work product, deadlines, and case milestones.
Maintains discretion and professionalism when handling sensitive client information and confidential firm matters.
Proficiency in MS Office (Word, Excel, Outlook) and modern law firm practice management software.
Excellent command of English, including grammar, usage, form, and style

Nice To Haves

Experience with NumberCruncher and law firm client management software preferred.
Preferably holds an advanced law degree, specialization, or approved certification in practice area.
Prior experience supervising or mentoring Associate Attorneys preferred.