Estate Planning Attorney (West Coast timezone)

Overview

This role involves practicing estate planning without a traditional billable-hour requirement while working with clients, financial advisors, and a collaborative national legal team.

Compensation: $150,000+ based on experience

• No billable hour requirement

The organization provides estate planning and tax law services to individuals and families across all 50 states through a technology-enabled legal platform, partnering with RIA firms and financial advisors.

Responsibilities

• Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies
• Draft and review estate planning documents, including wills, revocable trusts, irrevocable trusts, and related instruments
• Lead client and advisor meetings with professionalism, clarity, and confidence
• Collaborate with financial advisors, internal team members, and the of-counsel attorney network across all 50 states
• Stay current on federal and state estate, gift, and generation-skipping transfer tax laws
• Advise clients on asset titling, beneficiary designations, and trust funding
• Build and maintain strong relationships with financial advisors and their leadership team
• Respond to client and advisor inquiries promptly and professionally

Requirements

• Juris Doctor degree from an accredited law school
• Licensed to practice law and in good standing with at least one state bar
• 3+ years of experience in estate & trust planning (more experienced candidates encouraged to apply; compensation scales with experience)
• Strong knowledge of estate planning and trust funding (high-net-worth planning experience is a plus)
• Excellent client-facing skills; ability to explain complex planning concepts clearly
• Strong organizational, time-management, analytical, drafting, and writing skills
• Comfort working in a technology-enabled legal practice
• Commitment to exceptional client service

Preferred Qualifications

• High-net-worth planning experience

Compensation & Benefits

• $150,000+ based on experience
• No billable hour requirement
• Competitive salary and benefits
• 401(k) with employer match
• Comprehensive health insurance
• Paid time off
• Flexible work arrangements

Location

Serving clients across all 50 states.