Estate Planning Attorney

JustinBradley; Los Angeles (CA); On-site; USD 175,000 - 210,000; Full time

Job summary

JustinBradley’s client is a national wealth management firm seeking an Estate Planning Attorney to join a visible Advanced Planning team. The role emphasizes a technology-driven, client-focused approach and hands-on technical knowledge with strategic growth impact.

The position offers remote flexibility with standard Pacific Time business hours. A qualified candidate will bring extensive estate planning experience and be adept at developing comprehensive financial plans for clients.

Qualifications

• 10+ years of estate planning experience across law firms or investment advisory firms.
• JD, CPA and/or CFP, required.
• Experience reviewing gift/estate tax returns.
• Exceptional communication and client service skills.

Responsibilities

• Act as subject matter expert on estate planning.
• Meet with advisors and clients to identify opportunities, develop, implement and monitor estate planning and/or business succession strategies.
• Build and maintain comprehensive financial plans for clients using estate, income tax and financial planning software.
• Analyze and interpret estate documents (e.g. wills, trusts, powers of attorney) for client presentations.
• Lead discussions around business exit planning, ownership and liquidity transfer.
• Create and contribute to educational content for clients and internal team members.
• Support team development and process improvement initiatives.

Skills

Estate planning

Communication skills

Client service

Education

JD, CPA and/or CFP

Job description

JustinBradley’s client is a national wealth management firm whose financial planning expertise and tailored approach in meeting the specific needs of their clients has resulted in steady growth and community recognition. With a focus on growth, their team is excited to add an Estate Planning Attorney to the team.

As part of a highly visible national Advanced Planning team, the Estate Planning Attorney will work collaboratively to shape a technology-driven, client focused approach. The Estate Planning Attorney will bring a combination of hands‑on technical knowledge to deliver financial and estate planning solutions, and a strategic mindset to help contribute to the firm’s growth and long‑term success.

This role offers remote flexibility. Successful candidates must be available to work standard Pacific Time (PT) business hours.

Highlighted Responsibilities Include

• Act as subject matter expert on estate planning.
• Meet with advisors and clients to identify opportunities, develop, implement and monitor estate planning and/or business succession strategies.
• Build and maintain comprehensive financial plans for clients using estate, income tax and financial planning software.
• Analyze and interpret estate documents (e.g. wills, trusts, powers of attorney) for client presentations.
• Lead discussions around business exit planning, ownership and liquidity transfer.
• Create and contribute to educational content for clients and internal team members
• Support team development and process improvement initiatives.

A well-qualified candidate will possess the following:

• 10+ years’ experience in estate planning across law firms or investment advisory firms
• JD, CPA and/or CFP, required
• Experience reviewing gift/estate tax returns
• Exceptional communication and client service skills

Compensation range: $175,000/year – $210,000/year