Remote Estate Planning Attorney—Strategy & Growth Leader

JustinBradley; Los Angeles (CA); On-site; USD 175,000 - 210,000; Full time

Job summary

JustinBradley’s client is a national wealth management firm seeking an Estate Planning Attorney to join a visible Advanced Planning team. The role emphasizes a technology-driven, client-focused approach and hands-on technical knowledge with strategic growth impact.

The position offers remote flexibility with standard Pacific Time business hours. A qualified candidate will bring extensive estate planning experience and be adept at developing comprehensive financial plans for clients.

Qualifications

• 10+ years of estate planning experience across law firms or investment advisory firms.
• JD, CPA and/or CFP, required.
• Experience reviewing gift/estate tax returns.
• Exceptional communication and client service skills.

Responsibilities

• Act as subject matter expert on estate planning.
• Meet with advisors and clients to identify opportunities, develop, implement and monitor estate planning and/or business succession strategies.
• Build and maintain comprehensive financial plans for clients using estate, income tax and financial planning software.
• Analyze and interpret estate documents (e.g. wills, trusts, powers of attorney) for client presentations.
• Lead discussions around business exit planning, ownership and liquidity transfer.
• Create and contribute to educational content for clients and internal team members.
• Support team development and process improvement initiatives.

Skills

Estate planning

Communication skills

Client service

Education

JD, CPA and/or CFP

Job description

JustinBradley’s client is a national wealth management firm seeking an Estate Planning Attorney to join a visible Advanced Planning team. The role emphasizes a technology-driven, client-focused approach and hands-on technical knowledge with strategic growth impact.

The position offers remote flexibility with standard Pacific Time business hours. A qualified candidate will bring extensive estate planning experience and be adept at developing comprehensive financial plans for clients.