REMOTE Senior Estate Planning Attorney — Established Regional Fir

Job Details

• 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

Looking For

• 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

Benefits

• Quarterly bonus cadence — billable hours, originations, and collections
• Medical, dental, vision, life insurance
• 401(k) with match
• Generous PTO, sick, and paid holidays
• Fully remote — must live in CA