Estate Planning Attorney

Orion Placement; Fresno (CA); On-site; USD 250,000 - 300,000; Full time

Benefits offered by this job

Dental insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orion Placement in Fresno, CA seeks an experienced estate planning attorney to counsel individuals and business owners on sophisticated planning strategies. You will draft trusts and wills and manage matters from initial consultation through completion with minimal supervision.

The role requires a California Bar license and 8+ years of estate planning experience. You will enjoy autonomy with mentorship, build long-term client relationships, and benefit from strong earning and bonus potential.

Qualifications

• Active California Bar license required.
• 8+ years of estate planning experience.
• Strong experience with trusts, wills, estates, and related planning matters.
• Ability to independently manage matters and client relationships with minimal supervision.
• Probate and trust administration experience strongly preferred.
• Fresno or Central Valley ties preferred.
• Existing client relationships or origination of $250K–$300K annually is a plus, not required.

Responsibilities

• Counsel individuals, families, and business owners on sophisticated estate planning strategies.
• Draft and review trusts, wills, powers of attorney, advance health care directives, and related planning documents.
• Manage estate planning matters from initial consultation through completion with minimal oversight.
• Handle or assist with probate and trust administration matters based on experience.
• Advise clients regarding wealth transfer, succession planning, fiduciary issues, and estate administration.
• Develop trusted, long-term client relationships and identify opportunities to expand those relationships.
• Collaborate with experienced attorneys while maintaining significant responsibility for your own matters.
• Attend hearings and travel when needed to effectively represent clients.

Skills

Drafting trusts and wills

Analytical skills

Client communication

Counseling clients

Education

California Bar license

Job description

Pay: $250,000.00 - $300,000.00 per year

Why This Is a Great Opportunity

• Take ownership of sophisticated estate planning matters while working with an established California legal team.
• Enjoy meaningful autonomy with access to mentorship from a senior equity partner.
• Build long-term relationships with clients and become a trusted advisor to families and business owners.
• Earn lucrative bonus potential for attorneys who want to bill additional time and expand their practice.
• Join a collaborative environment where experienced attorneys are trusted to manage matters independently.
• Potential for increased work flexibility after demonstrating strong performance and independence.

Location: Fresno, CA. This position is based in our Fresno office and is on-site initially, with potential flexibility after you have demonstrated your ability to manage matters independently and consistently perform at a high level.

Note: Candidates must be actively licensed with the California Bar and have 8+ years of directly relevant estate planning experience, including substantial experience with trusts, wills, estates, and related matters.

About Us

We are an established California law firm serving individuals, families, business owners, and organizations across a range of sophisticated legal matters. Our team is known for responsive service, practical advice, strong client relationships, and a collaborative approach that gives experienced attorneys room to make an impact. Confidential Employer.

Job Description

• Counsel individuals, families, and business owners on sophisticated estate planning strategies.
• Draft and review trusts, wills, powers of attorney, advance health care directives, and related planning documents.
• Manage estate planning matters from initial consultation through completion with minimal oversight.
• Handle or assist with probate and trust administration matters based on experience.
• Advise clients regarding wealth transfer, succession planning, fiduciary issues, and estate administration.
• Develop trusted, long-term client relationships and identify opportunities to expand those relationships.
• Collaborate with experienced attorneys while maintaining significant responsibility for your own matters.
• Attend hearings and travel when needed to effectively represent clients.

Qualifications

• Active California Bar license in good standing.
• 8+ years of estate planning experience.
• Strong experience with trusts, wills, estates, and related planning matters.
• Ability to independently manage matters and client relationships with minimal supervision.
• Strong drafting, analytical, communication, and client counseling skills.
• Probate and trust administration experience strongly preferred.
• Fresno or Central Valley ties preferred.
• Existing client relationships or approximately $250K to $300K in annual origination is a plus, not required.

Why You Will Love Working Here

• Senior-level autonomy without sacrificing access to experienced mentorship.
• Direct impact on clients and the opportunity to become a key member of the practice.
• Strong earning and bonus potential.
• Opportunity to grow your client base and professional profile.
• Collaborative colleagues who value quality work, responsiveness, and practical solutions.
• Potential for greater flexibility once your performance and ability to work independently are established.

JPC-2133

Benefits

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance