Trusts and Estates Attorney

Jobot; San Jose (CA); On-site; USD 170,000 - 240,000; Full time

Job summary

Jobot in San Jose is seeking an experienced Trusts & Estates Attorney to join our team. The ideal candidate will focus on high-net-worth individuals and families, delivering sophisticated estate planning, wealth transfer strategies, and trust administration.

You will manage complex client relationships, draft intricate documents, and collaborate with financial professionals to provide integrated solutions. A California bar license and extensive estate planning experience are essential.

Qualifications

• JD from an accredited law school is required.
• Active California bar license is required.
• Experience in sophisticated estate planning for high-net-worth clients.

Responsibilities

• Advise high-net-worth clients on estate planning strategies and wealth transfer.
• Draft/review revocable and irrevocable trusts, wills, and related documents.
• Structure strategies to minimize federal/state estate and gift taxes.
• Counsel fiduciaries on trust administration, including probate proceedings.
• Collaborate with financial advisors and CPAs for integrated planning.
• Guide business succession planning and entity structuring.
• Stay current on evolving tax laws and estate planning techniques.
• Maintain strong client relationships with discretion and professionalism.

Skills

Estate planning

Trusts & estates

Client relationship management

Tax planning

Fiduciary counsel

Education

Juris Doctor (JD)

Job description

T&E Attorney Wanted — Sophisticated Work, Strong Support, and Real Career Growth in San Jose

Salary: $170,000 - $240,000 per year

A bit about us

Unique qualities of our firm:

Our personalized service: We emphasize strong attorney-client relationships. When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.

Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters. At our firm, you can efficiently handle both your personal and professional matters in one place.

Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields. Attorneys are nominated by their peers and selected based on their professional achievements and skills.

Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields. We bring to each matter our collective resources, insight, and knowledge.

Why join us?

Unique qualities of our firm:

Our personalized service: We emphasize strong attorney-client relationships. When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.

Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters. At our firm, you can efficiently handle both your personal and professional matters in one place.

Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields. Attorneys are nominated by their peers and selected based on their professional achievements and skills.

Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields. We bring to each matter our collective resources, insight, and knowledge.

Job Details

We are seeking an experienced Trusts & Estates Attorney to join our San Jose office, focusing on high-net-worth (HNW) individuals and families. The ideal candidate will have a strong background in sophisticated estate planning, wealth transfer strategies, and trust administration, with the ability to manage complex client relationships and deliver tailored legal solutions.

Key Responsibilities

• Advise high-net-worth clients on estate planning strategies, including tax-efficient wealth transfer, asset protection, and charitable giving
• Draft and review complex estate planning documents, including revocable and irrevocable trusts, wills, family limited partnerships, and advanced directives
• Structure and implement strategies to minimize federal and state estate, gift, and generation-skipping transfer taxes
• Counsel fiduciaries on trust and estate administration, including probate proceedings
• Collaborate with financial advisors, accountants, and family offices to deliver integrated planning solutions
• Provide guidance on business succession planning and closely held entity structuring
• Stay current on evolving tax laws and estate planning techniques
• Build and maintain strong client relationships, with a high level of professionalism and discretion

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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