Senior Estate Planner - Autonomy, Mentorship & Growth

Orion Placement; Fresno (CA); On-site; USD 170,000 - 210,000; Full time

Job summary

Confidential Employer in Fresno, CA, seeks an experienced estate planning attorney to lead sophisticated matters for individuals, families, and business owners. You will draft trusts and wills, guide wealth transfer, and manage cases through completion with minimal oversight.

The role offers senior autonomy with mentorship from a partner, opportunities to expand client relationships, and potential for flexible scheduling based on performance and independence.

Qualifications

• Active California Bar license in good standing.
• 8+ years of estate planning experience.
• Strong experience with trusts, wills, estates, and related planning matters.
• Ability to independently manage matters and client relationships with minimal supervision.
• Strong drafting, analytical, communication, and client counseling skills.
• Probate and trust administration experience strongly preferred.
• Fresno or Central Valley ties preferred.
• Existing client relationships or approximately $250K to $300K in annual origination is a plus, not required.

Responsibilities

• Counsel individuals, families, and business owners on sophisticated estate planning strategies.
• Draft and review trusts, wills, powers of attorney, advance health care directives, and related planning documents.
• Manage estate planning matters from initial consultation through completion with minimal oversight.
• Handle or assist with probate and trust administration matters based on experience.
• Advise clients regarding wealth transfer, succession planning, fiduciary issues, and estate administration.
• Develop trusted, long‑term client relationships and identify opportunities to expand those relationships.
• Collaborate with experienced attorneys while maintaining significant responsibility for your own matters.
• Attend hearings and travel when needed to effectively represent clients.

Skills

Estate planning

Client counseling

Trusts drafting

Wills drafting

Relationship building

Mentorship

Job description

Confidential Employer in Fresno, CA, seeks an experienced estate planning attorney to lead sophisticated matters for individuals, families, and business owners. You will draft trusts and wills, guide wealth transfer, and manage cases through completion with minimal oversight.

The role offers senior autonomy with mentorship from a partner, opportunities to expand client relationships, and potential for flexible scheduling based on performance and independence.