Estate Planning Attorney

Jobot; San Francisco (CA); Hybrid; USD 150,000 - 275,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

Retirement plan

Continuing education opportunities

Job summary

Premier Estate Planning Law Firm - SF is seeking an experienced Estate Planning Attorney to join a collaborative team in a hybrid remote role in San Francisco. This position offers a competitive salary range of $150,000 - $275,000 per year and the opportunity to work on sophisticated estate planning matters.

Ideal candidates will be licensed to practice in California with 3+ years of estate planning experience and a commitment to client service.

Qualifications

• CA Bar in good standing.
• 3+ years of Estate Planning Experience.

Responsibilities

• Assist with estate planning, trust administration, probate, and related legal matters.
• Prepare, review, and organize legal documents while maintaining accurate client files.
• Manage case deadlines and communicate with clients, attorneys, financial professionals, and third parties.
• Coordinate appointments, document execution, and follow-up with clients as needed.
• Provide exceptional client service throughout each stage of the legal process.
• Support attorneys with case management and administrative tasks to ensure efficient workflow.

Skills

Estate planning

Job description

Premier Estate Planning Law Firm - SF (Hybrid Remote)

Salary: $150,000 - $275,000 per year

A bit about us

We are a growing, client-focused law firm dedicated to helping individuals, families, and business owners protect their assets and plan for the future. Our practice focuses on estate planning, trust administration, probate, and wealth preservation, providing personalized legal solutions with a high standard of client service.

We are seeking a motivated Estate Planning Attorney to join our collaborative team. This is an excellent opportunity to work alongside experienced legal professionals in a supportive environment that values integrity, professionalism, and continued growth.

Why join us

• Collaborative and supportive team environment.
• Opportunity to work on sophisticated estate planning and trust matters.
• Professional development and long-term career growth.
• Competitive compensation based on experience.
• Comprehensive benefits package for eligible employees, including medical benefits, paid time off, paid holidays, retirement savings plan, and continuing education opportunities.

Job Details

Responsibilities

• Assist with estate planning, trust administration, probate, and related legal matters.
• Prepare, review, and organize legal documents while maintaining accurate client files.
• Manage case deadlines and communicate with clients, attorneys, financial professionals, and third parties.
• Coordinate appointments, document execution, and follow-up with clients as needed.
• Provide exceptional client service throughout each stage of the legal process.
• Support attorneys with case management and administrative tasks to ensure efficient workflow.

Requirements

• CA Bar in good standing
• 3+ years of Estate Planning Experience

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.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy