Senior Estate Planning Attorney Associate

Ocean Estate Law, P.C.; Rancho Santa Margarita (CA); On-site; USD 158,000 - 193,000; Full time

Benefits offered by this job

Base salary $175k+ per year

Performance bonuses

Medical, dental, vision benefits

401(k) retirement plan

Paid time off and holidays

Job summary

Ocean Estate Law in Southern California is seeking an experienced Estate Planning Attorney. You will meet with clients, craft tailored plans, and draft and finalize essential documents to protect families and legacies.

The role is highly client-facing, with a focus on advanced planning, wealth transfer strategies, and clear communication to clients and families. Typical hours are Monday–Friday, with a predictable schedule.

Qualifications

• Jurisprudence in estate planning and trust administration
• Ability to counsel clients on complex planning decisions
• Strong drafting and negotiation skills

Responsibilities

• Meet with clients to understand goals and objectives.
• Develop estate planning recommendations and strategies.
• Draft and finalize estate planning documents.
• Explain decisions to families and guide them through the process

Skills

Client counseling

Estate planning

Advanced planning strategies

Education

Licensed attorney in California

Job description

You became an attorney to counsel clients, solve problems, and make a meaningful impact in people's lives. If you enjoy sitting across from clients, understanding their goals, and designing thoughtful estate plans that protect what matters most, we'd love to meet you.

Ocean Estate Law is a growing boutique estate planning firm serving Southern California families through our offices in San Clemente, Laguna Hills, and Rancho Santa Margarita. Led by Jennifer Elliott, one of California's few State Bar Certified Specialists in Estate Planning, our firm is committed to delivering exceptional client experiences and sophisticated estate planning solutions.

We're looking for an experienced Estate Planning Attorney with at least 8-10 years of estate planning experience who enjoys working directly with clients and wants to continue developing their knowledge in advanced planning strategies.

This is a highly client-facing role. You'll spend your time meeting with clients, developing estate planning recommendations, reviewing and finalizing legal documents, and helping families understand the planning decisions that will protect their loved ones and legacy.

If you've ever tried running your own firm and found that the business side got in the way of the law- we see you. That experience makes you more valuable here, not less,

COMPENSATION & BENEFITS:

• Base salary: Starting at $175,000 per year (based on experience)

• Performance bonuses tied to firm growth and individual contribution

• Medical, dental, vision benefits, 401(k)

• Paid time off and holidays

• A schedule that actually ends: Monday through Friday, 8:30 am to 5 pm. No 60-hour weeks. No weekend expectations