What are the responsibilities and job description for the Attorney, Trust Administration position at Brown & Streza LLP?
At Brown & Streza, we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our team’s experience. In addition to health and wellness benefits, we offer weekly lunches, monthly birthday celebrations, monthly in-office massages, and an employee recognition program. Our FUN Committee organizes small events every month, in addition to several larger events throughout the year including an Admin Day celebration, summer party, Harvest Lunch and Christmas Lunch. In addition to health and wellness benefits, our attorneys have the opportunity to receive quarterly bonuses and support from our marketing team. Attorney, Trust Administration Brown & Streza is seeking a highly capable, motivated associate attorney with experience in trust and estate administration.Responsibilities and Duties Include:Counsel trustees through all phases of the trust administration processPrepare trust administration documents, including documents related to the distribution and allocation of assets among beneficiaries and funding of sub-trustsGather, inventory, identify, and value trust and estate assetsPrepare and/or review trust accountings, estate tax returns, and gift tax returnsDraft and file court documents (such as probates, 850 petitions, and 17200 petitions)Oversee court matters from the filing of a petition through receipt of signed court ordersConduct legal research and analysis as necessary to support trust and estate mattersCollaborate with paralegals, legal assistants, and other attorneys to ensure efficient case managementCommunicate directly with clients and advisorsRequirements: J.D. from an accredited law school; a member in good standing of the California Bar Minimum 3 years of experience working as an attorney in trust and estate administration Completed LLM in Taxation is strongly preferred Ability to write in a clear, logical, and grammatically correct manner, integrating legal analyses into workExcellent organization, computer skills, and math skillsAbility to analyze facts and discovery to apply to statutes and case law on pointAbility to verbally present case facts, legal analyses, and recommendationsAbility to work independently or with a team Salary:$180,000 - $235,000 (dependent on experience, qualifications and billing rates) This role is bonus eligible. Benefits:5 medical plans (3 options offer an employer funded HSA)Dental and vision plans401(k) plan with significant employer matchingGreat working environmentOrange County Register 2025 Top Workplace OC Business Journal 2025 Best Place to Work Schedule:This role is hybrid (2 days on-site)Applicants will be asked to submit a resume and cover letter.
Salary : $180,000 - $235,000