Sr. Estate Planning Attorney

Overview

Counsel or Partner Level | Estate Planning

This Jobot Job is hosted by Trey Mattson

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Salary $250,000 - $300,000 per year

A Bit About Us

We are currently seeking a seasoned and highly motivated Sr. Estate Planning Attorney to join our dynamic team. The successful candidate will be responsible for managing a wide range of estate planning matters while ensuring the highest level of service to our clients. This position offers an excellent opportunity for leadership, learning, and growth within our firm. The ideal candidate will have a strong background in estate planning, trust administration, and probate law, with a passion for providing exceptional legal advice.

Why join us?

• Client-Focused Practice Attorneys are empowered to build meaningful relationships with high-net-worth clients and provide tailored estate planning strategies.
• Collaborative Culture The firm fosters a collegial, entrepreneurial environment where attorneys work together to deliver exceptional service.
• National Platform With a broad geographic footprint, attorneys benefit from cross-office collaboration and access to a diverse client base.

Professional Development This company supports career growth through mentorship, leadership opportunities, and business development resources.

• Flexibility & Autonomy Attorneys are given the freedom to manage their practices with support from a strong administrative and legal infrastructure.

Job Details

Experience Minimum of 7 years of experience in estate planning and estate/trust administration. Independently advise clients with $20M+ in assets!

Skills

• Proficiency in drafting estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, and advance directives.
• Strong understanding of estate and trust administration processes.
• Excellent writing, research, and organizational skills
• Experience in all aspects of gift and estate tax planning (revocable and irrevocable), estate and trust administration, charitable planning and family business succession planning
• Admitted to the California Bar

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