Estate Planning Attorney — Trusted Advisor in Wealth & Trusts

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

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.