Overview
Senior Estate Planning Attorney opportunity offering up to $300,000 total compensation. This fully remote position requires residency in California and California Bar admission.
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
- Admission to the California Bar
- Residency in California
- Recent experience in trusts and estates with advanced estate, gift, and tax planning techniques
Preferred Qualifications
Candidates with any combination of the following experience are encouraged to apply:
- High net worth estate planning
- Revocable and irrevocable trusts
- GRATs, QTIPs, marital trusts
- Estate and gift tax planning
- Business succession planning
- Powers of attorney and advance directives
Compensation & Benefits
- Base salary range: $150,000 to $225,000 per year, depending on experience
- Structured performance-based bonuses with quarterly cadence, including billable hours, originations, and collections
- Total compensation up to $300,000
- Medical, dental, vision, and life insurance
- 401(k) plan with employer match
- Generous paid time off, sick leave, and paid holidays
Location
- Fully remote position
- Must reside in California
Equal Opportunity
The employer provides an inclusive work environment and considers all qualified candidates 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 protected category under applicable laws. Background checks may be conducted with authorization, and candidates with criminal histories will be considered in compliance with relevant laws.