Estate Planning Attorney Specialist

6 days ago


Newport Beach, California, United States Jobot Full time
Dynamic Estate Planning Attorney Opportunity

Southern California is home to a thriving legal community, and our firm is seeking an experienced Estate Planning Attorney Specialist to join our team. As a seasoned professional with a strong background in estate planning, trusts, wills, probate, and asset protection, you will play a key role in delivering exceptional client service and strategic guidance.

About the Role:

  • Provide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.
  • Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
  • Collaborate with financial advisors and accountants to create integrated wealth management and tax planning strategies.
  • Conduct legal research and analysis of complex estate planning issues.
  • Represent clients in probate court proceedings.
  • Stay up-to-date with changes in tax and estate planning laws and regulations.
  • Maintain strong client relationships and deliver exceptional client service.

About You:

  • Juris Doctor (JD) degree from an accredited law school.
  • Advanced degree in Tax Law (LLM in Tax) is highly desirable.
  • Admitted to practice law in the state and in good standing.
  • Minimum of 5 years of experience in estate planning, trusts, wills, probate, and asset protection.
  • Proven track record of working with high-net-worth individuals and families.
  • Strong knowledge of federal and state tax laws and regulations.
  • Exceptional legal drafting skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Demonstrated ability to develop and maintain strong client relationships.
  • Strong analytical and problem-solving skills.

About Our Firm:

  • We are a dynamic and highly professional team dedicated to providing exceptional client service and strategic guidance.
  • We offer a competitive salary range of $125,000 - $175,000 per year, commensurate with experience.
  • Medical benefits, 401k, PTO, and competitive pay.

How to Apply:

If you are passionate about estate planning law and committed to delivering exceptional client service, we encourage you to apply. Please submit your resume and cover letter for consideration.



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