Attorney Estate Planning Trust Administration Hybrid

My client is a distinguished AV-rated law firm based in Newport Beach, CA, that represents international and closely held businesses across a variety of industries. Their practice areas include real estate, corporate transactions, labor & employment, trusts and estates, and comprehensive litigation services. My client has an excellent culture, paid professional development opportunities, and a robust bonus structure.

They are seeking an experienced Estate Planning & Trust Administration Attorney to join their San Diego office. If you are seeking an excellent firm to call home, please apply!

Highlights:

• Hybrid flexibility and a low billable requirement
• Robust quarterly bonuses
• Excellent firm culture
• Professional development, including a partnership track
• Collaborative, collegial environment

Key Responsibilities:

• Meet with clients to understand their personal, financial, and family circumstances, goals, and concerns.
• Prepare wills, trusts (revocable and irrevocable), powers of attorney, advance healthcare directives, and related documents.
• Advise on strategies to minimize estate, gift, generation-skipping transfer (GST), and income taxes.
• Assist with the orderly transition of family-owned or closely held businesses.
• Establish charitable trusts, foundations, or donor-advised funds for philanthropic goals.
• Represent executors in court proceedings to validate wills, inventory assets, notify creditors, and distribute assets.
• Guide trustees through the legal and fiduciary obligations of managing and distributing trust assets.
• Work with appraisers and financial institutions to value and transfer estate assets to beneficiaries.

Benefits:

• Medical, dental, & vision
• PTO, sick time, & paid holidays
• 401 (k) with matching
• Partnership Track
• Travel Reimbursement
• Paid CLEs and Bar Dues
• Professional Development

Salary Range: $165,000 - $190,000

Reference: 147503

Compensation:
$165,000-$190,000 per year