Probate & Trust Administration Attorney
Hermance Law
- Ventura, CA
- Permanent
- Part-time
- Maintain a large caseload and manage cases from inception through closing
- Assist clients in the administration of trusts, ensuring proper distribution of assets to beneficiaries
- Independently handle day-to-day decision-making on assigned cases
- Negotiate and draft settlement agreements when applicable
- Develop case strategy and provide leadership and direction to Paralegals and Legal Assistants regarding casework
- Regularly consult with clients and third parties to effectively move cases forward and to a successful conclusion
- Perform monthly case reviews to ensure clients receive proactive communication
- Enter client notes and billable time into the Case Management System
- Conduct intense point-related research and analyze case-specific legal issues to prepare documentation
- Attend court hearings, mediations, and settlement conferences to advocate for clients’ interests
- Work collaboratively with the team, including staff members at all levels of experience and knowledge
- Cultivate relationships with the Firm’s clients
- Adhere to the Firm’s policies and procedures
- Graduate from an accredited law school and be licensed to practice law for the state(s) in which working
- Be in good standing with the California Bar Association
- Litigation experience in probate and trust administration
We are a boutique law firm that focuses on estate planning, probate, and trust administration. We pride ourselves on delivering a personalized, seamless client experience by combining expert legal knowledge with cutting-edge technology.At our firm, teamwork is at the heart of everything we do. Our mission is simple: to understand and meet each client's unique needs with compassion, empathy, and respect. Together, we work tirelessly to provide unwavering support for clients and their families, ensuring a smooth journey through the complexities of estate matters.