Estate Planning Attorney | Wealth & Tax Strategy

Jobot; Irvine (CA); On-site; USD 105,000 - 175,000; Full time

Benefits offered by this job

Medical Benefits

401k

PTO

Competitive pay

Job summary

Jobot is seeking an experienced Estate Planning Attorney to join our Southern California based, onsite team. The role centers on estate planning, wills, trusts, probate, and wealth preservation for high-net-worth clients, with collaboration with financial advisors and accountants.

The ideal candidate holds a JD, with an optional LLM in Tax, and 5+ years of relevant experience, along with strong drafting, analytical, and client-relations abilities.

Qualifications

• Juris Doctor (JD) degree from an accredited law school.
• Advanced degree in Tax Law (LLM in Tax) is highly desirable.
• Admitted to practice law in the state and in good standing.
• Minimum of 5 years of experience in estate planning, trusts, wills, probate, and asset protection.
• Proven track record of working with high-net-worth individuals and families.
• Strong knowledge of federal and state tax laws and regulations.
• Exceptional legal drafting skills and attention to detail.
• Excellent communication and interpersonal skills, with the ability to explain complex legal concepts in a clear and understandable manner.
• Demonstrated ability to develop and maintain strong client relationships.
• Strong analytical and problem-solving skills, with the ability to think strategically and provide practical legal advice.
• High degree of professional ethics and integrity.

Responsibilities

• Provide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation.
• Develop and implement estate plans, including drafting wills, trusts, powers of attorney, and other estate planning documents.
• Collaborate with financial advisors and accountants to create integrated wealth management and tax planning strategies.
• Conduct legal research and analysis of complex estate planning issues.
• Represent clients in probate court proceedings.
• Keep abreast of changes in tax and estate planning laws and regulations.
• Develop strong client relationships and deliver exceptional client service.
• Maintain strict confidentiality and exercise sound judgment and discretion in handling sensitive client matters.

Skills

Estate planning

Tax law

Client relations

Legal drafting

Probate experience

Education

Juris Doctor (JD)

LLM in Tax

Job description

Jobot is seeking an experienced Estate Planning Attorney to join our Southern California based, onsite team. The role centers on estate planning, wills, trusts, probate, and wealth preservation for high-net-worth clients, with collaboration with financial advisors and accountants.

The ideal candidate holds a JD, with an optional LLM in Tax, and 5+ years of relevant experience, along with strong drafting, analytical, and client-relations abilities.