Trusts & Estates Associate (Senior)
The People Of: Professional Services · California, United States · 2 mo ago
Finance$275k–$325k/yrFull-time
Key Responsibilities
- Advise high net worth individuals and families on estate planning strategies
- Draft sophisticated estate planning documents, including revocable and irrevocable trusts
- Manage trust administration matters from start to finish
- Provide guidance on wealth transfer and tax-efficient planning structures
- Work closely with clients to develop tailored estate planning solutions
Who You Are
- 10+ years of Trusts & Estates experience
- Strong experience in trust administration and estate planning
- Experience drafting complex estate planning documents
- Strong academic credentials
- Excellent written, interpersonal and communication skills
- Larger law firm experience preferred
- LL.M. in Taxation preferred
- Admitted to the California Bar
Compensation
- Base Salary: $275,000 – $325,000 (DOE)
- Total Compensation: Up to ~$475,000+ including discretionary bonus
- Additional: Origination-based bonus opportunities
Contact
Contact Max at max@tposearch.com to learn more or express interest.