Job Description
Estate Planning Attorney – Join a Modern, Supportive Law Firm Are you passionate about guiding clients to secure their legacies and protect their families? Do you want to be part of a team where your expertise is genuinely valued, your growth is supported, and your hard work is recognized? Are you looking to thrive in a tech-forward firm that prioritizes life-work balance, innovation, and collegiality? If so, we invite you to consider this opportunity.
Who We Are: Our client is a top-rated law firm specializing in Estate Planning, Trust Administration, and Probate, serving clients across Southern California and beyond. Their firm stands apart for its commitment to innovation, compassionate service, and a collaborative environment where attorneys are empowered to excel. They leverage leading-edge technology to enhance efficiency and deliver an unmatched client experience—making “seeing an attorney” a positive, memorable milestone for families and individuals.
What Makes Them Different - Positive, Collaborative Culture: They invest in the professional and personal well-being of their team, promoting mentorship, open communication, and shared success.
- Support Staff Excellence: Attorneys are aided by meticulously trained Assistants and Paralegals, enabling you to focus on legal strategy and high-value client counsel.
- Client-Service First: They pride themselves on five-star service, streamlining legal processes for clients and making complex planning truly understandable.
Key Responsibilities - Conduct in-depth consultations with prospective and current clients.
- Apply expertise to recommend strategies and implement complex estate plans—including trusts, wills, tax planning, and business succession.
- Draft and review a wide range of estate planning documents; explain provisions to clients in straightforward terms.
- Collaborate regularly with clients, accountants, financial advisors, and other professionals.
- Prioritize, manage, and advance multiple cases in a dynamic, fast-paced environment.
- Cultivate client relationships through clear, timely, and compassionate communication.
- Report on caseload progress in weekly meetings; contribute ideas for firm and process improvements.
- Serve as a leader and positive culture carrier within the team.
What We’re Looking For - J.D. from an accredited law school and active membership with the California State Bar.
- At least 3+ years of hands-on estate planning experience (from consult to document execution). Must have completed a minimum of 50 full Estate plans.
- Mastery of estate planning, probate, and trust administration concepts; strong working knowledge of taxes, finance, and investments as they relate to estate planning.
- Outstanding written and verbal communication skills; proven ability to simplify complex topics for clients of all backgrounds.
- Proficiency in MS Office Suite, timekeeping, and legal case management software; experience with Wealth Counsel drafting tools highly valued.
- Self-motivated, detail-oriented, and comfortable managing numerous matters simultaneously.
- High degree of integrity, discretion, and commitment to maintaining strict client confidentiality.
- A focus on solution-oriented service, teamwork, and continuous professional development.
Compensation & Benefits - Competitive salary commensurate with experience and performance.
- Health, dental, vision, and life insurance.
- 401(k) with matching contributions.
- Generous paid holidays and personal time off.
- Professional development support, CLE, and bar dues covered.
Ready for a new chapter with a firm that values your expertise and empowers your career? Apply today with your resume and a brief cover letter explaining why you’re passionate about estate planning and client care. We look forward to learning about you!
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