Associate Attorney

Jobot; San Francisco (CA); Vor Ort; USD 175.000 - 250.000; Vollzeit

Benefits dieser Stelle

Mentorship from seasoned attorneys

Opportunities for professional growth

Collaborative work environment

Zusammenfassung

A legal services provider is seeking an experienced Estate Planning Attorney to join their team in San Francisco, California. This role focuses on working with high-net-worth clients, providing strategies for wealth preservation and legacy planning. The ideal candidate will have a Juris Doctor degree, California Bar license, and over three years of experience in estate planning. This position allows for significant professional growth within a collaborative environment that values client relationships and technical excellence.

Qualifikationen

• 3+ years of experience in estate planning or related areas.
• Experience drafting estate planning documents like wills and trusts.
• Familiarity with estate, gift, and generation-skipping transfer tax concepts.

Aufgaben

• Analyze complex financial and family structures to propose planning solutions.
• Manage multiple matters efficiently and meet deadlines.
• Engage in meaningful client interaction and relationship building.

Kenntnisse

Detail-oriented

Client-focused

Strong written communication

Collaborative mindset

Ausbildung

Juris Doctor (JD) from an accredited law school

Active license with the California Bar

Jobbeschreibung

Overview

Estate Planning Attorney | HNW Clients | Attractive Boutique Firm

This Jobot Job is hosted by: Trey Mattson.

Salary: $175,000 - $250,000 per year

About us

Our client is a well-established law firm focused on providing comprehensive estate planning, wealth preservation, and legacy-building services for individuals, families, and business owners. This company works with high-net-worth clients and complex estates, delivering thoughtful, strategic legal solutions tailored to each client’s long-term goals. The firm is known for its client-centric approach, technical excellence, and commitment to helping clients protect assets, minimize tax exposure, and plan across generations. Collaboration, precision, and trust are core values that guide the firm’s work and culture.

Why join us

This company offers associate attorneys the opportunity to build a sophisticated estate-planning practice while working alongside experienced attorneys in a supportive, team-oriented environment. Attorneys are encouraged to deepen their technical skills, take ownership of client relationships, and grow professionally within a structured yet flexible setting.

• Exposure to high-net-worth and complex estate planning matters
• Meaningful client interaction and long-term relationship building
• Mentorship from seasoned estate planning attorneys
• A collaborative culture that values quality, efficiency, and innovation
• The opportunity to expand expertise in trusts, tax planning, and wealth transfer strategies

For attorneys who enjoy both technical legal work and personalized client service, this role provides a strong platform for long-term career growth.

Job details

The ideal candidate is a detail-oriented, client-focused attorney with a strong foundation in estate planning and an interest in working with high-net-worth individuals and families.

Qualifications & Responsibilities

• Juris Doctor (JD) from an accredited law school
• Active license with the California Bar
• 3+ years of experience in estate planning, trust and estate administration, or related areas (high-net-worth experience preferred)
• Experience drafting estate planning documents such as wills, revocable and irrevocable trusts, powers of attorney, and advance directives
• Familiarity with estate, gift, and generation-skipping transfer tax concepts
• Ability to analyze complex financial and family structures and propose strategic planning solutions
• Strong written and verbal communication skills, with the ability to explain complex legal concepts clearly to clients
• High level of professionalism, discretion, and attention to detail
• Ability to manage multiple matters efficiently while meeting deadlines
• Collaborative mindset with the ability to work independently when needed

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