Remote Senior Estate Planning Attorney — CA

Jobot; Irvine (CA); Remote; USD 150,000 - 225,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Generous PTO

Paid holidays

Job summary

Jobot is seeking an experienced estate planning attorney to advise high net worth clients on sophisticated estate, gift, and tax planning strategies. The role involves drafting wills, revocable and irrevocable trusts, powers of attorney, and handling trust/probate matters from a remote CA-based position.

Candidates should have CA Bar admission and recent estate planning experience with advanced techniques. The practice focuses on wealth planning, business succession, and collaboration with

Qualifications

• CA Bar Admission required and CA-based practice.
• Recent estate planning experience with advanced estate, gift, and tax planning techniques.

Responsibilities

• 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

Skills

Estate planning

Gift tax planning

Wills & trusts

Powers of attorney

Tax planning

Business succession

Education

California Bar Admission

Job description

Jobot is seeking an experienced estate planning attorney to advise high net worth clients on sophisticated estate, gift, and tax planning strategies. The role involves drafting wills, revocable and irrevocable trusts, powers of attorney, and handling trust/probate matters from a remote CA-based position.

Candidates should have CA Bar admission and recent estate planning experience with advanced techniques. The practice focuses on wealth planning, business succession, and collaboration with