Estate Planning & Trust Administration Attorney

Job Description Job Description Position: Associate Estate Planning & Trust Administration Attorney Location: In-Person – Laguna Hills & San Clemente, CA Compensation: $120,000 DOE Benefits (You bring experience and impact—we’ll match it.) Let’s be honest: You didn’t become an attorney to chase nonsense. But somewhere along the way, the work lost its meaning. You're tired of the chaos, the endless churn, and the lack of purpose. At Ocean Estate Law, we believe great legal work is measured—yes, in billable hours—but also in impact. When clients walk in confused and walk out confident, that matters. When your work helps families avoid probate disasters and protects generational wealth, that’s the win. We’re not a churn-and-burn operation. We’re a high-performing, heart-centered estate planning firm—and we’re looking for a Associate Attorney who can consistently deliver excellence, meet performance goals, and lead with care every step of the way. What You Get Competitive salary: $120,000 DOE 401(k) with 3% match (after 1 year) Profit sharing (after 1 year) Paid vacation & holidays Free parking A team-first culture focused on service, excellence, and professional growth Leadership that values your time, input, and impact, not just your billables Compensation: $120,000 DOE Responsibilities: What You’ll Be Doing (And Excelling At) Guiding clients through our trusted estate planning process with empathy and clarity Crafting tailored trust provisions and delivering top-tier estate planning and asset protection solutions Overseeing probate and trust administration from initial intake to final resolution Collaborating with and mentoring members of our supportive legal team Cultivating lasting relationships with clients, team members, and referral partners Meeting performance goals, tracking time accurately, and driving firm-wide success Utilizing tools like Microsoft Office, timekeeping software, and WealthCounsel (preferred) Qualifications: Who You Are (More Than Just Highly Experienced) Licensed attorney with a Juris Doctor and active membership in the California Bar Over two years of focused experience in estate planning, probate, and trust administration Consistently delivers high-quality work, reliable outcomes, and strong billable performance A clear and confident communicator who builds trust and brings professionalism to every interaction Thrives in organized, productive environments—without being motivated by metrics alone Genuinely passionate about using estate planning to protect families, preserve wealth, and honor legacies Don’t Apply If… You think client experience is optional You resist systems, deadlines, or tracking your time You don’t want to be held accountable for your billable hour goals You want “easy” over excellence Do Apply If… You’re ready to step into a leadership role at a firm that’s growing fast You want your work to be meaningful and measurable You believe high performance and client care go hand-in-hand You’ve mastered the balance between empathy and efficiency You want to go home at the end of the day knowing you made a real difference About Company What Makes Ocean Estate Law Different At our firm, clients don’t just get legal solutions — they get clarity, compassion, and confidence in their future. We’re proud to make a lasting difference in people’s lives. Clients leave our office feeling better than when they arrived, whether they hire us or not. If you're looking for a meaningful career with strong earning potential, professional development, and the chance to do work that truly matters, we want to hear from you. Next Steps To apply, please follow the instructions carefully. Qualified applicants will be asked to complete a short written interview — this helps us assess your communication and critical thinking skills. We look forward to hearing from you.

Location: San Clemente, California, US

Posted Date: 8/23/2025