REMOTE Senior Estate Planning Attorney — Established Regional Fir
A bit about us:
Founded over a century ago and headquartered in Southern California, we are the region's largest and most established law firm — 40+ attorneys, nearly a thousand years of combined experience, and a client base that spans high net worth families, developers, municipalities, and closely held businesses. Our practice covers estate planning, real estate, business law, and public agency representation. We are long-term legal advisors. Relationships here span generations.
About the role
Advise high net worth clients on estate and gift tax planning strategies
Draft wills, revocable and irrevocable trusts, and powers of attorney
Handle trust and probate administration matters
Structure GRATs, QTIPs, marital trusts, and other advanced planning vehicles
Support business succession planning for family-owned businesses and entrepreneurs
Collaborate directly with wealth advisors and CPAs on integrated planning matters
Responsibilities
- Advise high net worth clients on estate and gift tax planning strategies
- Draft wills, revocable and irrevocable trusts, and powers of attorney
- Handle trust and probate administration matters
- Structure GRATs, QTIPs, marital trusts, and other advanced planning vehicles
- Support business succession planning for family-owned businesses and entrepreneurs
- Collaborate directly with wealth advisors and CPAs on integrated planning matters
Requirements
- California Bar admission — must be CA-based
- Recent trusts and estates experience with advanced estate, gift, and tax planning techniques
- Any combination of the following is fine, you don't need all of them:
- High Net Worth Estate Planning
- Revocable and Irrevocable Trusts
- GRATs, QTIPs, Marital Trusts
- Estate and Gift Tax Planning
- Business Succession Planning
- Powers of Attorney / Advance Directives
Qualifications
- Not specified
Skills
- Not specified
Benefits
- Medical, dental, vision, life insurance
- 401(k) with match
- Generous PTO, sick, and paid holidays
- Fully remote — must live in CA
Pay
- Base range: $150k to $225k (DOE) + structured performance-based bonuses — up to $300k total comp
- Quarterly bonus cadence — billable hours, originations, and collections
Schedule
- Not specified
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state, or local laws respecting consideration of unemployment status in making hiring decisions.