Estate Planning Attorney

Jobot

San Bruno (CA)

On-site

USD 175,000 - 225,000

Full time

8 hours ago
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Job summary

Jobot is seeking an Estate Planning Associate to join a solid boutique with a private client focus in California. You will work closely with clients on complex trusts and estates matters, delivering thoughtful, client-centered counsel and coordinating planning and administration.

This role offers hands-on client interaction, mentorship within a collaborative team, exposure to planning and administration, and competitive compensation and benefits.

Qualifications

  • J.D. from an accredited law school.
  • Admission to the California Bar.
  • Experience in trusts and estates law.
  • Drafting wills and trusts.
  • Estate and gift tax planning.
  • Strong drafting and analytical skills.
  • Attention to detail and organization.
  • Excellent written and verbal communication.
  • Ability to manage multiple matters independently.
  • Commitment to delivering high-quality client service.

Skills

Drafting wills
Trusts and estates
Legal drafting
Attention to detail
Communication skills
Team collaboration
Multi-tasking
Client service

Education

J.D. from an accredited law school

Job description

Estate Planning Associate | Solid Boutique

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?
  • 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.

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