Estate Planning Attorney

About the role

The Estate Planning Attorney will work directly with clients on complex wealth transfer strategies, trust and estate planning matters, business succession planning, and related tax-sensitive issues. This position offers substantial client interaction, mentorship, and a clear path toward partnership for attorneys seeking a long-term career home.

Responsibilities

• Meet directly with clients to develop and implement estate planning strategies.
• Draft revocable and irrevocable trusts, wills, powers of attorney, and related estate planning documents.
• Advise clients regarding wealth preservation, asset protection, and business succession planning matters.
• Draft corporate governance and related business entity documents.
• Review financial records and collaborate on tax-sensitive planning strategies.
• Aid clients with trust administration matters and post-death planning issues.

Requirements

• 3+ years of Estate Planning experience.
• Licensed and in good standing with the California State Bar.

Qualifications

• Strong communication and interpersonal skills.
• Ability to handle complex legal matters.
• Experience with estate planning laws and regulations.
• Proficiency in Microsoft Office Suite.

Skills

• Excellent written and verbal communication skills.
• Strong analytical and problem-solving abilities.
• Knowledge of estate planning and trust law.
• Experience with estate planning software.

Benefits

• Sophisticated estate planning matters involving high-net-worth and ultra-high-net-worth clients.
• Significant client contact and relationship-building opportunities.
• Formalized partnership track and attorney development program.
• Lifestyle-focused practice with manageable billable expectations.
• Established and highly respected firm with a strong reputation in the Southern California legal community.
• Exceptional culture with extremely low turnover.
• We have successfully placed more than 10 attorneys and legal professionals with this firm over the years, and nearly all remain with the organization today.
• Strong long-term growth potential for attorneys interested in developing a book of business and becoming a future partner.
• Salary range: $150,000 - $225,000.
• Quarterly billable-hour bonuses.
• Year-end discretionary bonus.

Pay

$150,000 - $225,000

Schedule

~1500 hours/year

Contact

To apply, only send your resume directly to Vice President of Direct Hire, Samantha Graham at Samantha.Graham@RobertHalf.com.