Estate Planning Attorney

Jobot; San Bruno (CA); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Job summary

Jobot is seeking an Estate Planning Associate in a boutique setting focused on sophisticated trusts and estates matters. You will design and implement estate plans, draft wills and trusts, and work directly with clients to achieve wealth preservation and tax efficiency.

The role offers hands‑on client interaction, collaborative mentorship, and a well‑rounded practice spanning planning and administration. California Bar admission and JD from an accredited school are required.

Qualifications

• J.D. from an accredited law school.
• Admission to the California Bar is required.
• Experience in trusts and estates law is preferred, including drafting wills, revocable and irrevocable trusts, and related estate planning documents.
• Experience with estate and trust administration, advising fiduciaries and beneficiaries, and transfer tax planning is valued.
• Strong drafting, analytical, and communication skills; high attention to detail and organization.
• Ability to manage multiple matters independently while collaborating with colleagues; commitment to client service.

Responsibilities

• Engage in sophisticated estate planning for high-net-worth individuals and families.
• Draft wills, trusts, and related estate planning documents; review and revise for accuracy and tax efficiency.
• Advise fiduciaries and beneficiaries; coordinate with administration and tax planning.
• Interact with clients to design and implement tailored estate plans and long‑term legacy goals.
• Collaborate within a team to provide comprehensive trusts and estates guidance and mentorship.

Skills

Estate planning

Legal drafting

Client advising

Attention to detail

Organization

Education

J.D. from an accredited law school

Job description

Estate Planning Associate | Solid Boutique

This Jobot Job is hosted by: Trey Mattson

Salary: $175,000 - $225,000 per year

A bit about us

Our client is a well-regarded law firm with a strong focus on advising individuals, families, and closely held businesses on complex trusts and estates matters. The firm's private client practice is known for delivering thoughtful, detail-oriented counsel that balances technical precision with practical, client-centered solutions.

Attorneys in this practice work closely with clients to design and implement estate plans that address wealth preservation, tax efficiency, family dynamics, and long-term legacy planning. The firm values collaboration and frequently integrates estate planning strategies with broader business, real estate, and tax considerations to provide comprehensive legal guidance.

Why join us

This company offers a supportive and intellectually engaging environment for attorneys who are passionate about trusts and estates work. Attorneys are encouraged to take an active role in matters, build lasting client relationships, and grow their practice within a collegial and respectful culture.

Key aspects of the opportunity include:

• Sophisticated estate planning work, including customized planning for high-net-worth individuals and families
• Hands-on client interaction, allowing attorneys to serve as trusted advisors rather than back-office support
• Collaborative team structure with meaningful mentorship and knowledge-sharing
• Exposure to both planning and administration, offering a well-rounded trusts and estates practice
• Competitive compensation and benefits, paired with a thoughtful approach to workload and professional sustainability

Job Details

Requirements

• J.D. from an accredited law school
• Admission to the California Bar

Prior experience in trusts and estates law, including experience with some combination of:

• Drafting wills, revocable and irrevocable trusts, and related estate planning documents
• Estate and trust administration
• Advising fiduciaries and beneficiaries
• Estate, gift, and generation-skipping transfer tax planning
• Strong legal drafting and analytical skills
• High level of attention to detail and organization
• Excellent written and verbal communication skills
• Ability to manage multiple matters independently while working collaboratively with colleagues
• Commitment to delivering high-quality client service

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.