Remote Senior Estate Planning Attorney

Jobot; Goleta (CA); Remote; USD 150.000 - 225.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Paid time off

Sick leave

Paid holidays

Zusammenfassung

Jobot is seeking a Senior Estate Planning Attorney to work remotely from California, advising high-net-worth clients on complex estate and gift tax planning. The role requires CA Bar admission and extensive experience with sophisticated strategies like GRATs, QTIPs, and marital trusts.

You will draft wills and a variety of trusts, manage trust and probate matters, and collaborate with wealth advisors and CPAs on integrated planning for family-owned businesses and entrepreneurs.

Qualifikationen

• CA Bar Admission is required.
• Experience with advanced estate, gift, and tax planning techniques for high-net-worth clients.

Aufgaben

• Advise high net worth clients on estate and gift tax planning strategies.
• Draft wills, revocable and irrevocable trusts, and powers of attorney.
• Handle trust and probate administration matters.
• Structure GRATs, QTIPs, marital trusts, and other advanced planning vehicles.
• Support business succession planning for family-owned businesses and entrepreneurs.
• Collaborate directly with wealth advisors and CPAs on integrated planning matters.

Kenntnisse

Estate planning

Wills & trusts

Powers of attorney

GRATs & QTIPs

High net worth planning

Client advisory

Ausbildung

CA Bar Admission

Jobbeschreibung

Senior Estate Planning Attorney — Remote — Up to $300k Total Comp — California

Salary: $150,000 - $225,000 per year

Hosted by: Stanton Sikorski

A bit about us.

Founded over a century ago and headquartered in Southern California, we are the region's largest and most established law firm — 40+ attorneys, nearly a thousand years of combined experience, and a client base that spans high net worth families, developers, municipalities, and closely held businesses. Our practice covers estate planning, real estate, business law, and public agency representation. We are long-term legal advisors. Relationships here span generations.

Why join us

• Base range: $150k to $225k (DOE) + structured performance-based bonuses — up to $300k total comp
• Quarterly bonus cadence — billable hours, originations, and collections
• Medical, dental, vision, life insurance, 401(k) with match, generous PTO, sick, and paid holidays
• Fully remote — must live in CA

Job Details

Work remote.

• Advise high net worth clients on estate and gift tax planning strategies
• Draft wills, revocable and irrevocable trusts, and powers of attorney
• Handle trust and probate administration matters
• Structure GRATs, QTIPs, marital trusts, and other advanced planning vehicles
• Support business succession planning for family-owned businesses and entrepreneurs
• Collaborate directly with wealth advisors and CPAs on integrated planning matters

Looking For

• California Bar Admission — must be CA-based
• Recent estate planning experience with advanced estate, gift, and tax planning techniques

You should know some of the following

• High Net Worth Estate Planning
• Revocable and Irrevocable Trusts
• GRATs, QTIPs, Marital Trusts
• Estate and Gift Tax Planning
• Business Succession Planning
• Powers of Attorney / Advance Directives

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.