Brown | Streza · 18 hours ago
Attorney, Trust Administration
Orange County, CA
Full-time
Hybrid
Mid Level
$180K/yr - $235K/yr
3+ years expBrown & Streza is seeking a highly capable, motivated associate attorney with experience in trust and estate administration. The role involves counseling trustees through the trust administration process, preparing necessary documents, and collaborating with clients and advisors.
Real Estate
Responsibilities
Counsel trustees through all phases of the trust administration process
Prepare trust administration documents, including documents related to the distribution and allocation of assets among beneficiaries and funding of sub-trusts
Gather, inventory, identify, and value trust and estate assets
Prepare and/or review trust accountings, estate tax returns, and gift tax returns
Draft 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 orders
Conduct legal research and analysis as necessary to support trust and estate matters
Collaborate with paralegals, legal assistants, and other attorneys to ensure efficient case management
Communicate directly with clients and advisors
Qualification
Required
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
Ability to write in a clear, logical, and grammatically correct manner, integrating legal analyses into work
Excellent organization, computer skills, and math skills
Ability to analyze facts and discovery to apply to statutes and case law on point
Ability to verbally present case facts, legal analyses, and recommendations
Ability to work independently or with a team
Preferred
Completed LLM in Taxation is strongly preferred
Benefits
5 medical plans (3 options offer an employer funded HSA)
Dental and vision plans
401(k) plan with significant employer matching
Great working environment
Orange County Register 2025 Top Workplace
OC Business Journal 2025 Best Place to Work
Company
Brown | Streza
Brown | Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business succession planning, estate administration, real estate and emerging growth.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brett Gallow
Partner
Corrie Sauer
Chief Administrative Officer
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