Estate Planning Attorney — Growth‑Oriented, Collaborative

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

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.