Estate Planning Attorney

Empirical Wealth Management; San Mateo (CA); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

Disability Insurance

Job summary

Empirical Wealth Management in San Mateo, California, seeks an Estate Planning Attorney to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within the firm’s integrated advisory model. You will partner with tax professionals and attorneys to design, implement, and maintain tailored estate plans aligned with client goals.

The role emphasizes combining technical estate, gift, and income tax knowledge with practical, client-facing

Qualifications

• 5-10 years of experience in estate planning, trust administration, or related areas serving high-net-worth individuals and families.
• JD required; LL.M. in Taxation or Estate Planning, or an advanced designation is a plus.
• Demonstrated ability to explain complex estate and tax concepts clearly to non-technical audiences.
• Experience collaborating with multi-disciplinary teams on integrated client planning.

Responsibilities

• Serve as an internal subject-matter expert on estate, gift, and wealth transfer planning for advisors and clients.
• Collaborate with lead advisors to develop and present comprehensive estate planning recommendations.
• Review existing estate plans and identify gaps, risks, and opportunities.
• Prepare client-facing summaries and diagrams to explain estate structures.

Skills

Estate Planning

Tax Planning

Wealth Management

Client Advising

Education

Juris Doctor (JD)

LL.M. in Taxation

Job description

Estate Planning Attorney

Empirical Wealth Management San Mateo, California, United States

About this position

About Empirical Wealth Management

Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Since opening in 2006, we have organically grown to over $10B in AUM through steady referrals from our clients and business partners. Our goal is to get to $100B and to continue opening offices across the country.

Our Culture

Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them.

We are seeking an Estate Planning Advisor to lead and support sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within Empirical Wealth Management's integrated advisory model. This role is ideal for a planning-driven professional who enjoys combining technical estate, gift, and income tax knowledge with practical, client-facing advice in a collaborative wealth managementenvironment.

The Estate Planning Advisor will work closely with financial advisors, tax professionals, and external attorneys to design, implement, and maintain estate planning strategies that align with clients’ goals, family dynamics, and financialcircumstances.

Key Responsibilities

• Serve as an internal subject-matter expert and trusted resource on estate, gift, and wealth transfer planning for Empirical advisors and theirclients
• Collaborate with lead advisors to develop and present comprehensive estate planning recommendations addressing generational wealth transfer, tax minimization, asset protection, and charitable planningobjectives
• Review existing estate plans (wills, revocable trusts, irrevocable trusts, powers of attorney, advance healthcare directives, beneficiary designations) and identify gaps, risks, and planningopportunities
• Prepare clear, client-facing summaries and visual overviews of estate structures, including flow charts or diagrams, to help clients and family members understand how their planswork
• Participate in client meetings (in person and virtual) with advisors to explain estate planning concepts, coordinate action items, and support ongoingimplementation
• Recommend planning strategies and structures such as revocable trusts, marital and bypass trusts, dynasty trusts, ILITs, SLATs, GRATs, charitable trusts, family entities, and beneficiary designations appropriate to client factpatterns
• Work closely with Empirical's tax, financial planning, and investment teams to integrate estate planning with income tax planning, business succession, retirement distribution, risk management, and investmentstrategy
• Support business development and client engagement initiatives, including educational workshops, webinars, and content for clients, prospects, and professionalpartners

Qualifications

• 5-10 years of experience in estate planning, trust administration, or related areas (e.g., private client services, tax, or wealth management) serving high-net-worth individuals andfamilies
• JD required; LL.M. in Taxation or Estate Planning, or an advanced estate planning designation is aplus
• Demonstrated ability to explain complex estate and tax concepts clearly and practically to non-technicalaudiences.
• Experience collaborating with or within multi-disciplinary teams (attorneys, CPAs, financial advisors) on integrated clientplanning
• High attention to detail, strong organizational skills, and ability to manage multiple projects and deadlines in a fast-pacedenvironment
• Excellent written and verbal communication skills, including comfort leading meetings and presenting to smallgroups
• Proficiency with or ability to quickly learn planning and research tools; familiarity with wealth management CRM and document management systems is aplus

Compensation

• Salary range: $200,000 -$250,000
• Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by thecompany

OurCulture

Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high-performance, no-excuse team of 100 professionals who together want to take charge of our careers alongside the opportunity that Empiricaloffers.

Visa Sponsorship

We are unable to provide visa sponsorship for this position. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in thefuture.