Trust & Estate Associate Attorney
Listed on 2026-01-24
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Law/Legal
Lawyer, Legal Counsel, Financial Law, Tax Law
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
On-site in San Francisco, California — work closely with partners, clients, and advisors in a highly sophisticated private wealth practice.
NoteThis 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 ClientOur 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
- 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
- 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
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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