Estate Planning Specialist Attorney

3 weeks ago


Newport Beach, California, United States Jobot Full time
Immersive Estate Planning Experience in Newport Beach, CA

This is a prestigious opportunity for an experienced Trusts and Estates Attorney to join our esteemed law firm in Newport Beach, CA. As a dedicated professional, you will have the chance to work with high-net-worth individuals and families to create comprehensive estate plans that safeguard their assets and ensure smooth transitions for future generations.

About the Role:
  • Develop personalized estate plans, including wills, trusts, powers of attorney, and advanced health care directives.
  • Assist clients in trust administration, ensuring compliance with California laws and handling necessary documentation.
  • Provide expert legal advice on probate matters, handling probate filings and court appearances.
  • Work with clients to create tax-efficient wealth transfer strategies.
  • Represent clients in estate-related disputes, including trust contests, fiduciary disputes, and inheritance issues.
About You:
  • JD from an accredited law school.
  • Active member in good standing with the California State Bar.
  • Minimum 3-5 years of experience in estate planning, probate, and trust administration.
  • Strong knowledge of California estate and tax laws.
  • Excellent interpersonal and communication skills, with a commitment to client service.
Benefits and Compensation:
  • $120,000 - $240,000 per year.
  • Health, dental, and vision insurance.
  • Flexible work environment with opportunities for growth within the firm.


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