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Trust & Estate Associate Attorney

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Orion Placement
Full Time position
Listed on 2026-01-24
Job specializations:
  • Law/Legal
    Lawyer, Legal Counsel, Financial Law, Tax Law
Salary/Wage Range or Industry Benchmark: 225000 - 250000 USD Yearly USD 225000.00 250000.00 YEAR
Job Description & How to Apply Below

Pay: $ - $ per year

Why This Is a Great Opportunity
  • Join a nationally recognized Trust & Estate practice advising high-net-worth individuals and families on complex wealth planning matters
  • Work on sophisticated estate planning, trust administration, and tax-driven strategies with meaningful client interaction
  • Be part of a collaborative, entrepreneurial firm that values expertise, initiative, and long-term career development
  • Strong compensation for the California market with exposure to complex, high-impact matters
  • Clear opportunity to deepen technical skills while building trusted client relationships
Location

On-site in San Francisco, California — work closely with partners, clients, and advisors in a highly sophisticated private wealth practice.

Note

This role requires an active California bar license and 3+ years of estate planning and trust administration experience.

Primarily on-site with some hybrid flexibility depending on the team. Fully remote is not available.

About Our Client

Our client is a nationally recognized law firm with a strong reputation in private wealth, taxation, and estate planning. They combine the resources and reach of a large national platform with a collegial, boutique-style culture that emphasizes collaboration, mentorship, and meaningful client relationships.

Job Description
  • Draft estate plans for high-net-worth clients, including matters involving complex family structures
  • Assist with restatements of existing estate plans and funding of revocable trusts
  • Handle trust administration matters, including division of irrevocable trusts into sub-trusts
  • Draft pleadings and manage probate court cases
  • Coordinate with tax litigators, valuation experts, accountants, trustees, and appraisers
  • Review and negotiate fee agreements with experts and fiduciaries
  • Draft indemnity agreements and support valuation and tax planning efforts
  • Review federal gift and estate tax returns and support tax-driven planning strategies
  • Conduct detailed legal research and prepare high-quality written work product
Qualifications
  • Juris Doctor (JD) required
  • Active license to practice law in the State of California
  • 3+ years of experience in estate planning and trust administration
  • Experience working with high-net-worth individuals and families
  • Foundational knowledge of federal gift, estate, income, and California property tax planning
  • Strong academic record and analytical skills
  • Large law firm experience strongly preferred
  • Admission to U.S. Tax Court is a plus
  • LLM in Taxation is a plus but not required
Why Youll Love Working Here
  • Sophisticated private wealth work with nationally recognized practitioners
  • Direct client interaction and meaningful responsibility
  • Collaborative, collegial culture that values expertise and teamwork
  • Strong compensation and benefits aligned with the California market
  • Long-term career growth within a respected national platform
Compensation & Benefits

The salary range for this California-based position is $225,000 to $250,000
, with compensation determined based on experience, education, licensure, and business needs. It is not typical to be hired at the top of the range.

Compensation increases are merit-based and consider factors such as quality of work, billable hours, pro bono involvement, business development efforts, recruitment activities, and firm participation. Benefits include comprehensive health, dental, and vision coverage; health savings and spending accounts; dependent care options; life and disability insurance; retirement savings programs; financial well-being resources; family-building benefits; wellness initiatives; employee assistance programs; commuter benefits; a 529 college savings plan;

and access to firm-wide programs supporting physical, mental, and financial health.

Job Type: Full-time

Benefits
  • Dental insurance
  • Paid time off
  • Retirement plan
  • Vision insurance
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Position Requirements
10+ Years work experience
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