Overview
Senior Estate Planning Attorney position available with a well-established Southern California law firm. The firm has over 40 attorneys and nearly a thousand years of combined experience, serving high net worth families, developers, municipalities, and closely held businesses. The practice areas include estate planning, real estate, business law, and public agency representation.
This is a fully remote role requiring California residency 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
The employer is an equal opportunity organization committed to inclusive hiring practices and compliance with all applicable federal, state, and local laws regarding non-discrimination and fair hiring. Background checks may be conducted with candidate authorization, and candidates with criminal histories will be considered in accordance with relevant laws.