Elite Trusts & Estates Attorney - HNW Wealth Planning

Jobot; San Jose (CA); On-site; USD 170,000 - 240,000; Full time

Job summary

Jobot is seeking an experienced Trusts & Estates Attorney to join our San Jose office, focusing on high-net-worth individuals and families. You will craft sophisticated estate plans, advise on wealth transfer, and supervise trust administration to deliver tailored legal solutions.

Ideal candidates bring a strong background in tax-efficient planning, fiduciary counsel, and close collaboration with financial advisors.

Qualifications

• Active attorney admitted to practice in California with estate planning experience.
• Strong knowledge of federal and state estate, gift, and generation-skipping taxes.
• Excellent client relation and discreet professional conduct.

Responsibilities

• Advise high-net-worth clients on estate planning strategies.
• Draft and review trusts, wills, and related documents.
• Structure tax-efficient wealth transfer and asset protection plans.
• Counsel fiduciaries on trust administration and probate.
• Collaborate with financial advisors and family offices.
• Provide guidance on business succession planning.
• Stay current on evolving tax laws and planning techniques.
• Maintain strong client relationships with professionalism and discretion.

Job description

Jobot is seeking an experienced Trusts & Estates Attorney to join our San Jose office, focusing on high-net-worth individuals and families. You will craft sophisticated estate plans, advise on wealth transfer, and supervise trust administration to deliver tailored legal solutions.

Ideal candidates bring a strong background in tax-efficient planning, fiduciary counsel, and close collaboration with financial advisors.