Senior Trust & Estate Associate

Adams-; Menlo Park (CA); Remote; USD 180,000 - 240,000; Full time

Job summary

California Trusts & Estates Practice is seeking a Senior Trusts & Estates Associate or Junior Partner in California to lead sophisticated estate planning work and manage high-net-worth client relationships. The firm emphasizes mentorship, leadership development, and flexible work arrangements for experienced CA attorneys.

The candidate will handle complex trust structures, wealth transfer strategies, and collaboration with a supportive team on a growth-focused platform with potential partnership

Qualifications

• 5+ years of trusts and estates transactional experience.
• Strong background in estate planning and trust administration.
• Experience with irrevocable trust planning, family entities, and wealth transfer techniques.
• Knowledge of estate, gift, and generation-skipping transfer tax planning.
• Strong drafting, analytical, and client counseling skills.

Responsibilities

• Draft and implement comprehensive and sophisticated estate plans.
• Advise clients on wealth transfer, estate tax, gift tax, and generation-skipping transfer tax planning.
• Structure and administer irrevocable trusts and family entities, including family LLCs and partnerships.
• Prepare, review, and oversee estate and gift tax filings.
• Counsel clients regarding trust administration and related fiduciary matters.
• Develop and maintain strong client relationships.
• Mentor junior attorneys and support staff.
• Contribute to the continued growth and development of the practice.

Skills

Trusts & Estates experience

Estate planning

Drafting & client counseling

Mentoring junior attorneys

Job description

Apply with Indeed

Salary: USD180000 - USD240000 per year

A well-established California trusts and estates practice is seeking a Senior Trusts & Estates Associate or Junior Partner to join its growing team. This is an excellent opportunity for an attorney seeking sophisticated estate planning work, meaningful client relationships, a collegial culture, and a clear path to leadership.

The firm advises individuals, families, entrepreneurs, and high-net-worth clients on a broad range of wealth preservation and estate planning matters. Attorneys enjoy substantial support resources, manageable billable expectations, and the flexibility to build a long-term practice in a collaborative environment.

Responsibilities

• Draft and implement comprehensive and sophisticated estate plans
• Advise clients on wealth transfer, estate tax, gift tax, and generation-skipping transfer tax planning
• Structure and administer irrevocable trusts and family entities, including family LLCs and partnerships
• Prepare, review, and oversee estate and gift tax filings
• Counsel clients regarding trust administration and related fiduciary matters
• Develop and maintain strong client relationships
• Mentor junior attorneys and support staff
• Contribute to the continued growth and development of the practice

Qualifications

• 5+ years of trusts and estates transactional experience
• Strong background in estate planning and trust administration
• Experience with advanced planning strategies, including irrevocable trust planning, family entities, and wealth transfer techniques
• Knowledge of estate, gift, and generation-skipping transfer tax planning
• Strong drafting, analytical, and client counseling skills

Ideal Candidate

The ideal candidate will have experience handling sophisticated estate planning matters and the ability to manage client relationships independently. Attorneys interested in mentorship, leadership, and long-term career growth are encouraged to apply.

Candidates on the more junior end of the experience range who possess a solid trusts and estates foundation but are looking to deepen their technical expertise will also be considered. The firm is committed to training and professional development for attorneys who demonstrate strong potential and a desire to learn.

Why Consider This Opportunity?

• Potential for immediate partnership consideration for qualified candidates
• Sophisticated planning work for high-net-worth individuals and families
• Competitive compensation package and generous bonus opportunities
• Reasonable 1,500-hour billable expectation
• Strong support staff and administrative resources
• Opportunity to mentor and develop junior attorneys
• Collaborative and supportive culture with an emphasis on work-life balance
• Flexible work arrangements, including remote opportunities for experienced California attorneys

This position offers an exceptional opportunity to join a respected practice where attorneys can continue developing technically sophisticated trusts and estates expertise while enjoying flexibility, support, and a genuine opportunity for advancement.

Name:

Please include your first and last name.

Email: @

Phone:

Please include your country code.

CV / Resume:
supported file types: .doc .docx .odt .pdf .rtf .txt

Yes, I am currently eligible to work (work permit/visa/citizenship) in the country to which I am applying. No, I am not currently eligible to work (work permit/visa/citizenship) in the country to which I am applying.