Estate Planning Attorney

Hire Innovative; California; Ibrido; USD 95.000 - 210.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, and vision insurance

Paid time off and holidays

Employer-supported retirement plan

Bar dues, CLE support

Professional development resources

Bonus or incentives

Descrizione del lavoro

Hire Innovative, in Marin County, CA, seeks an Estate Planning Attorney to handle planning, administration, or resolution of sensitive matters with judgment and empathy. The role offers direct client relationships and ownership within a confidential trusts-and-estates practice.

The position emphasizes polished client service, dependable judgment, and opportunities to develop a durable private-client practice while working in a Bay Area market with flexible scheduling within on-site or hybrid

Competenze

• Experience in estate planning, probate, trust administration, tax, elder law, or related litigation.
• Strong drafting, organization, and client counseling.
• Discretion with sensitive family and financial matters.
• Active or eligible state bar admission for attorney roles.
• Ability to manage priorities independently and communicate early when resources are needed.

Mansioni

• Draft or review wills, trusts, powers of attorney, probate filings, administration documents, or related plans.
• Advise clients, fiduciaries, and families on process, options, deadlines, and risk.
• Coordinate asset, tax, court, beneficiary, and advisor information accurately.
• Keep matters moving while handling confidential family and financial details with care.
• Take ownership of assigned matters and inform clients and supervising attorneys about deadlines, risk, and next steps.

Conoscenze

Estate planning

Probate

Trust administration

Tax

Elder law

Litigation

Formazione

Juris Doctor (JD)

Strumenti

Legal research databases

Case management systems

Billing systems

Descrizione del lavoro

Pay, Benefits, and Work Arrangement

Base salary: $95,000 - $210,000+
Location: Marin County, CA
Employment: Full Time
Work arrangement: On-site or hybrid in Marin County, CA, subject to court, client, deal, and team needs. The exact office schedule will be confirmed before interview.

• Medical, dental, and vision insurance options.
• Paid time off and paid company holidays.
• Employer-supported retirement plan.
• Bar dues, CLE support, and professional-development resources appropriate to the role.
• Bonus, origination credit, or other performance incentives where offered by the employer.
• Final eligibility, plan design, and incentive terms are confirmed with the employer before interview.

This full-time Estate Planning Attorney opening in Marin County, CA is with a confidential trusts-and-estates practice. The successful candidate will help clients plan, administer, or resolve sensitive estate matters with accuracy, empathy, and sound legal judgment. Candidates invited to speak with Hire Innovative will receive the available employer, team, and interview details before deciding whether to proceed.

About the Role

The opportunity provides direct client relationships, substantive ownership, and room to develop a durable private-client practice. Day to day, the person in this position will help clients plan, administer, or resolve sensitive estate matters with accuracy, empathy, and sound legal judgment. The Marin County search accounts for Bay Area compensation and flexibility while placing a premium on polished client service and dependable judgment. During interviews, candidates can ask directly about reporting lines, workload, performance measures, and the reason for the opening.

Responsibilities

• Draft or review wills, trusts, powers of attorney, probate filings, administration documents, or related plans.
• Advise clients, fiduciaries, and families on process, options, deadlines, and risk.
• Coordinate asset, tax, court, beneficiary, and advisor information accurately.
• Keep matters moving while handling confidential family and financial details with care.
• Take ownership of assigned matters and keep clients and supervising attorneys informed about deadlines, risk, and next steps.

Required Qualifications

• Estate-planning, probate, trust-administration, tax, elder-law, or related litigation experience.
• Strong drafting, organization, and client counseling.
• Discretion with sensitive family and financial matters.
• Active or eligible state bar admission for attorney roles.
• Ability to manage priorities independently and communicate early when a decision or resource is needed.

Preferred Qualifications

• Experience with the employer’s practice area, matter type, and local court or transaction process.
• Comfort using modern legal research, document, case-management, or billing systems.