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Estate Planning Attorney

Jobot

San Bruno, CA

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JOB DETAILS
SALARY
$175,000–$225,000 Per Year
SKILLS
Administrative Skills, Analysis Skills, Attorney, Commercial Real Estate, Communication Skills, Compensation and Benefits, Customer Relations, Customer Support/Service, Detail Oriented, Estate Planning, High Net Worth, Legal, Mentoring, Presentation/Verbal Skills, Property Tax, Strategic Planning, Sustainability, Tax Planning, Team Player, Writing Skills
LOCATION
San Bruno, CA
POSTED
Today
Estate Planning Associate | Solid Boutique

This Jobot Job is hosted by: Trey Mattson
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $175,000 - $225,000 per year

A bit about us:

Our client is a well-regarded law firm with a strong focus on advising individuals, families, and closely held businesses on complex trusts and estates matters. The firm’s private client practice is known for delivering thoughtful, detail-oriented counsel that balances technical precision with practical, client-centered solutions.
Attorneys in this practice work closely with clients to design and implement estate plans that address wealth preservation, tax efficiency, family dynamics, and long-term legacy planning. The firm values collaboration and frequently integrates estate planning strategies with broader business, real estate, and tax considerations to provide comprehensive legal guidance.

Why join us?

This company offers a supportive and intellectually engaging environment for attorneys who are passionate about trusts and estates work. Attorneys are encouraged to take an active role in matters, build lasting client relationships, and grow their practice within a collegial and respectful culture.
Key aspects of the opportunity include:

  • Sophisticated estate planning work, including customized planning for high-net-worth individuals and families
  • Hands-on client interaction, allowing attorneys to serve as trusted advisors rather than back-office support
  • Collaborative team structure with meaningful mentorship and knowledge-sharing
  • Exposure to both planning and administration, offering a well-rounded trusts and estates practice
  • Competitive compensation and benefits, paired with a thoughtful approach to workload and professional sustainability


Job Details

Requirements

  • J.D. from an accredited law school
  • Admission to the California Bar

Prior experience in trusts and estates law, including experience with some combination of:

  • Drafting wills, revocable and irrevocable trusts, and related estate planning documents
  • Estate and trust administration
  • Advising fiduciaries and beneficiaries
  • Estate, gift, and generation-skipping transfer tax planning
  • Strong legal drafting and analytical skills
  • High level of attention to detail and organization
  • Excellent written and verbal communication skills
  • Ability to manage multiple matters independently while working collaboratively with colleagues
  • Commitment to delivering high-quality client service


Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment 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 basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com