Senior Trusts & Estates Paralegal — Wealth Planning

Jobot; San Jose (CA); On-site; USD 120,000 - 160,000; Full time

Job summary

Jobot in San Jose, CA seeks an experienced Transactional Trust & Estate Attorney to lead sophisticated estate planning and trust administration for individuals, families, and closely held businesses. The role emphasizes precise drafting, client-focused service, and comprehensive wealth transfer strategies.

The ideal candidate has 3+ years in transactional trust and estate planning, strong drafting skills, and solid knowledge of federal and California estate, gift, and trust taxes.

Qualifications

• JD from an accredited law school.
• Active California State Bar membership in good standing.
• 3+ years of experience in transactional trust and estate planning.
• Strong drafting skills with experience handling sophisticated estate plans.
• Solid understanding of federal and California estate, gift, and trust taxation.

Responsibilities

• Draft and review estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, and beneficiary designations.
• Advise clients on estate, gift, GST, and income tax planning strategies.
• Structure and implement wealth transfer techniques, including lifetime gifting, trust funding, and asset protection planning.
• Counsel trustees and beneficiaries on trust administration, fiduciary duties, and compliance matters.
• Coordinate with accountants, financial advisors, and other professionals to deliver comprehensive planning solutions.
• Maintain accurate client files and ensure compliance with California probate and trust laws.
• Communicate complex legal concepts clearly and effectively to clients.

Skills

Attention to detail

Client communication

Drafting

Tax planning

Education

Juris Doctor (JD)

California Bar admission

Job description

Jobot in San Jose, CA seeks an experienced Transactional Trust & Estate Attorney to lead sophisticated estate planning and trust administration for individuals, families, and closely held businesses. The role emphasizes precise drafting, client-focused service, and comprehensive wealth transfer strategies.

The ideal candidate has 3+ years in transactional trust and estate planning, strong drafting skills, and solid knowledge of federal and California estate, gift, and trust taxes.