Welcome and thank you for your interest in career opportunities with Katzen Law Offices.
HOW TO APPLY:
This will be a multi-step interview process so we can get to know each other and make sure we are a good fit; this is the first step. If you don't follow the instructions for applying, your journey stops here. (Yes, we are serious about this. Following instructions is important for members of our professional legal staff.)
Send an email to [email protected] and attach a PDF of your résumé and a cover letter. The letter should tell us (a) why you would be great in the role for which you are applying, (b) why does a growing law firm need a professional staff that follows processes and systems, and (c) what is the last book that you read and what did you learn from it?
The subject line of the email should have your last name along with the word Rotartsinimda. So for John Smith, the subject line would read “Smith Rotartsinimda.”
We currently have the below positions open for hire:
Law Office of Susan A. Katzen • Newport Beach, CA, US
Last Updated: 03/26/24
About Law Office of Susan A. Katzen
We are a growing Estate Planning law firm based in Newport Beach. Our firm provides exceptional personalized legal services and peace of mind that empowers clients to plan for and protect the two most important things in their lives: the people they love (especially those loved ones with a disability) and the assets they possess. We assist clients and their families through significant life changes, ensuring they feel cared for and supported by a team that truly advocates for them. Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life's transitions and hurdles. We practice exclusively in the areas of estate planning, special needs planning, conservatorships, settlement planning, trust administration, and probate.
Role Description
Are you a skilled attorney experienced in Estate Planning, Special Needs Planning, Trust Administration, Probate, or Conservatorships? Are you seeking a position at a firm where your contributions truly make a difference? We are in search of a dedicated and empathetic full-time Associate Trust and Estates Attorney who is eager to build a lasting career, and be part of a supportive environment. This role offers more than just a job; it presents a special opportunity to have a rewarding career at a firm recognized in the community for delivering exceptional legal services. We are seeking the right individual to join us in this role and help us continue to support and care for our clients. Our ideal candidate is a motivated self-starter, reliable, well-organized, and detail-oriented individual. We seek an excellent communicator, both verbally and in writing, who shows initiative, can work efficiently in a fast-paced setting, and is capable of working independently and as part of a team.
Responsibilities
- Preparing, reviewing, and editing Accounting Petitions, Petitions for Instructions, Probate Petitions, Conservatorship Petitions, Ex Parte Applications, Declarations, and other pleadings in the area of Probate Law
- Overseeing Court Supervised Trust Administrations, Probate cases, and Conservatorship cases from inception to closure of the case
- Reviewing Probate Notes and Tentative Rulings and addressing the same via Supplements
- Collaborating with the Owner and Senior Associate Attorney to ensure case progress through the pipeline
- Delegating work to paralegals, legal assistants, and law clerks, and monitoring their work
- Leading and participating in initial consultations and client meetings
- Cultivating relationships with the firm's existing and future clients by maintaining consistent and timely communication
- Appearing at hearings
- Coordinating with the billing department for generating invoices on matters
Qualifications
Our ideal Trust and Estates Attorney would have demonstrated experience in the following:
- Minimum of two (2) years experience in any two of the following areas: Estate Planning, Special Needs Planning, Trust Administration, Conservatorships, and/or Probate
- Licensed with the California State Bar
- Has the capacity to handle matters and clients independently (after a period of orientation and monitored work)
- Is willing to work hard to see that clients receive top-notch service and results
- Has strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software
- Must have emotional intelligence and empathy. Our ideal Associate Attorney must have compassion for our clients and for humankind, and cannot be someone who cannot deal well with people
- We are strong believers in the team approach and our office is a team environment, so if you are not a team player, this is not the job for you
Compensation
$90,000 - $120,000 yearly DOE + bonus in compensation
Trust & Estates Paralegal
Description
Our firm is seeking an experienced, full-time Trust and Estates Paralegal who is looking for a career position where he/she can grow with a firm and be challenged. This is not just a job, but a special opportunity to have a fulfilling and satisfying career with a firm known in the community for providing a high standard of legal services to their clients and respective families. Why also work with us? The benefits we provide include:
- Continuing education
- Professional development opportunities
- Paid vacation
- Paid sick days
- Paid holidays
- Health and vision insurance
- 401K plan with employer matching (after the qualification period)
We also love to give back to the special needs community so volunteer opportunities are available throughout the year.
Please note that this is a full-time, in-office position.
Responsibilities
- Ability to handle Trust Administration-Decedent's Estate cases from beginning to end
- Ability to handle Conservatorship cases or Probate cases from beginning to end
- Meeting and communicating with prospective and existing clients
- Marshaling, organizing, and analyzing asset information
- Filing documents with the court, scheduling court appearances, and service
- Calendaring and preparing files for hearings and client meetings
Qualifications
- Proven experience in the area of Trust Administrations-Decedent's Estates, and either Conservatorships or Probates
- Paralegal certification or qualifications which satisfy the requirements of Business & Professions Code Section 6450(c)
- Exceptional computer skills, including proficiency in Microsoft Word and Excel (knowledge of Actionstep is a plus!)
- Detailed-oriented and able to work both independently and collaboratively
- Reliable commute or will relocate prior to starting position
Compensation
$28 - $36 hourly, DOE
About Law Office of Susan A. Katzen
We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm provides exceptional personalized legal services and peace of mind that empowers clients to plan for and protect the two most important things in their lives: the people they love (especially those loved ones with a disability) and the assets they possess. We assist clients and their families through significant life changes, ensuring they feel cared for and supported by a team that truly advocates for them. Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life's transitions and hurdles. We practice exclusively in the areas of Estate Planning, Special Needs Planning, Conservatorships, Settlement Planning, Trust Administration, and Probate.
Paralegal
Description
Are you a Paralegal interested in working for a Trust, Estates, and Special Needs law firm, and who is eager to advance in a law firm? Are you detail-oriented, organized, collaborative, and enthusiastic about learning? If so, you could be the ideal Junior Paralegal for our team! This position offers growth opportunities and a supportive work environment, for the right person looking for a long-term career. Why also work with us? The benefits we provide include:
- Continuing education
- Professional development opportunities
- Paid vacation
- Paid sick days
- Paid holidays
- Health and vision insurance
- 401K plan with employer matching (after the qualification period)
We also love to give back to the special needs community so volunteer opportunities are available throughout the year.
Please note that this is a full-time, in-office position.
Responsibilities
- Assist with estate planning, trust administration, probate, and conservatorship cases
- Prepare court hearing and clint files, initial drafts of pleadings, and other court documents
- Communicate with clients, courts, financial advisors, trustees, law firms, and other personnel
- File documents with the Court, mail-serving documents, and scheduling court appearances
- Assist with client meetings, including Estate Planning signing meetings
- Maintain and monitor case progress, deadlines, and important timeframes/milestones
- Document information in the law firm's practice management system
- Support the office with answering phones, special projects, and general administrative duties, as needed
Qualifications
- Minimum of 6 months of experience working in a law firm
- Paralegal Certification or qualify as a paralegal under California Business & Professions Code §6450
- Set priorities, manage your own workload, and meet deadlines in a fast-paced office environment
- Excellent communicator and organized with exceptional attention to detail
- Computer savvy, including proficiency in Microsoft Word and Excel (knowledge of Actionstep is a plus!)
- Reliable commute or will relocate prior to starting position
Compensation
$22 - $27 hourly, DOE
About Law Office of Susan A. Katzen
We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm provides exceptional personalized legal services and peace of mind that empowers clients to plan for and protect the two most important things in their lives: the people they love (especially those loved ones with a disability) and the assets they possess. We assist clients and their families through significant life changes, ensuring they feel cared for and supported by a team that truly advocates for them. Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life's transitions and hurdles. We practice exclusively in the areas of Estate Planning, Special Needs Planning, Conservatorships, Settlement Planning, Trust Administration, and Probate.
Legal Administrative Assistant - Receptionist
Description
Are you a friendly and positive individual with excellent administrative and customer service skills? Do you want to work at a law firm where your work really matters? We are a Trust, Estates, and Special Needs law firm seeking a Legal Administrative Assistant/Receptionist who is looking for a career position where he/she can grow with a firm, be challenged, and work in a familial and collaborative environment. In this role, you will be the first point of contact for our clients, handling essential administrative tasks to support attorneys and staff, provide top-notch customer service, and ensure client satisfaction. We need an individual who is a team player and brings energy, positivity, and a “can-do” attitude to work every day. This position offers growth opportunities for someone aspiring to be a paralegal or to advance in the legal field. Why also work with us? The benefits we provide include:
- Continuing education
- Professional development opportunities
- Paid vacation
- Paid sick days
- Paid holidays
- Health and vision insurance
- 401K plan with employer matching (after the qualification period)
We also love to give back to the special needs community so volunteer opportunities are available throughout the year.
Please note that this is a full-time, in-office position.
Responsibilities
- Answer phones, welcome clients, and set up conference room for meetings
- Schedule and confirm appointments
- Document and update client statuses, appointments, and phone calls in the firm's practice management system
- Communicate with potential and existing clients by phone, in person, and by email
- Prepare and maintain paper and electronic case files
- Assist with preparing estate planning binders
- Assist with client meetings
- Receive and process daily mail
- Copy, scan, file, and assist with office supply organization
- Maintain front office area, conference room, and other common areas
- Assist team members when they need a hand
Qualifications
- Associate Degree required, but Bachelor's Degree highly preferred
- Minimum of 6 months of experience working in a law firm environment
- Detail-oriented and can work independently and take initiative
- Strong administrative skills and customer service background
- Computer savvy and comfortable working with various computer programs, databases, and systems including proficiency in Microsoft Word and Excel (knowledge of Actionstep is a plus!)
- Positive, high-energy team player who is results-oriented
- Reliable commute or will relocate prior to starting position
Compensation
$19 - $25 hourly, DOE
About Law Office of Susan A. Katzen
We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm provides exceptional personalized legal services and peace of mind that empowers clients to plan for and protect the two most important things in their lives: the people they love (especially those loved ones with a disability) and the assets they possess. We assist clients and their families through significant life changes, ensuring they feel cared for and supported by a team that truly advocates for them. Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life's transitions and hurdles. We practice exclusively in the areas of Estate Planning, Special Needs Planning, Conservatorships, Settlement Planning, Trust Administration, and Probate.
