Estate Planning Attorney

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

Job summary

Jobot is seeking an Estate Planning Associate in San Bruno, CA. The attorney will handle sophisticated trusts and estates projects, drafting and reviewing documents, and advising clients with a focus on high-net-worth planning.

The position requires a J.D. from an accredited law school and admission to the California Bar. You will work with a collaborative team on planning, administration, and client services to deliver thoughtful, tailored estate plans.

Qualifications

• J.D. from an accredited law school.
• Admission to the California Bar.
• Experience drafting wills and revocable/irrevocable trusts.
• Experience in estate and trust administration.
• Advising fiduciaries and beneficiaries; strong drafting and analytical skills.

Responsibilities

• Draft and review estate planning documents for clients.
• Advise fiduciaries and beneficiaries on estate and tax matters.
• Collaborate with team on planning and administration to deliver comprehensive solutions.

Skills

Estate planning

Wills & trusts

Estate administration

Tax planning

Legal drafting

Detail orientation

Client communication

Education

J.D.

Job description

Estate Planning Associate | Solid Boutique

Job details: 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

• 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.

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