Experienced Trusts & Estates Attorney for HNW Clients

Leoforce; San Jose (CA); On-site; USD 170,000 - 240,000; Full time

Job summary

Leoforce seeks an experienced Trusts and Estates Attorney in San Jose to work with high-net-worth individuals on sophisticated estate planning, wealth transfer, and trust administration. The role focuses on complex client relationships and tailored legal solutions.

The ideal candidate will have a strong background in sophisticated estate planning, wealth transfer strategies, and trust administration, with the ability to manage complex client relationships and deliver tailored legal solutions.

Qualifications

• JD required with active bar in California
• Experience handling high-net-worth estates preferred
• Strong written and oral communication skills

Responsibilities

• Advise HNW clients on estate planning strategies and wealth transfer
• Draft and review trusts, wills, and related documents
• Structure tax-efficient transfer and trust administration
• Counsel fiduciaries on probate and trust administration
• Collaborate with financial professionals to deliver integrated planning
• Assist in business succession planning and family-office matters
• Stay updated on evolving tax laws and estate planning techniques
• Maintain professional, discreet client relationships

Skills

Estate planning

Tax planning

Client counseling

Fiduciary counsel

Drafting documents

Team collaboration

Education

Juris Doctor (JD)

Job description

Leoforce seeks an experienced Trusts and Estates Attorney in San Jose to work with high-net-worth individuals on sophisticated estate planning, wealth transfer, and trust administration. The role focuses on complex client relationships and tailored legal solutions.

The ideal candidate will have a strong background in sophisticated estate planning, wealth transfer strategies, and trust administration, with the ability to manage complex client relationships and deliver tailored legal solutions.