Remote Senior Estate Planning Attorney for HNW Families (CA)

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Generous PTO

Sick leave

Paid holidays

Fully remote in CA

Job summary

Jobot is seeking a Senior Estate Planning Attorney for a fully remote position based in California. You will advise high net worth clients on estate and gift tax planning, draft wills and trusts, and assist with business succession planning.

Requirements include California Bar admission and recent estate planning experience with advanced estate, gift, and tax planning techniques. The role offers a base salary of $150,000–$225,000 with bonuses, and benefits including health, retirement, PTO, and

Qualifications

• CA Bar Admission based in California.
• 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 with wealth advisors and CPAs on integrated planning matters.

Skills

Estate planning

Tax planning

Client advisory

CA Bar Admission

Job description

Jobot is seeking a Senior Estate Planning Attorney for a fully remote position based in California. You will advise high net worth clients on estate and gift tax planning, draft wills and trusts, and assist with business succession planning.

Requirements include California Bar admission and recent estate planning experience with advanced estate, gift, and tax planning techniques. The role offers a base salary of $150,000–$225,000 with bonuses, and benefits including health, retirement, PTO, and