Estate Planning Attorney

Jobot; San Rafael (CA); On-site; USD 150,000 - 275,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

Retirement plan

Continuing education

Job summary

Jobot is seeking an Estate Planning Attorney in San Rafael, CA to join our office on-site. The role focuses on estate planning, trust administration, probate, and wealth preservation, with collaborative team and growth opportunities.

Requirements include a JD, active CA Bar, and at least 3 years of estate planning experience. We offer a competitive salary ($150000-$275000) and a comprehensive benefits package including medical, PTO, holidays, retirement, and continuing legal education support.

Qualifications

• Estate planning and trust administration experience.
• Strong client service and collaboration skills.
• Ability to manage probate matters and wealth preservation strategies.

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 experience

Education

Juris Doctor (JD)

CA Bar in good standing

Job description

Estate Planning Attorney

$150000 - $275000 per year | San Rafael, CA | On-site | Permanent

Premier Estate Planning Law Firm - SF (Hybrid)

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.

Qualifications

• Juris Doctor (JD) degree or similar
• 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.