Estate Planning Attorney
$125k - $175kJobot
Southern California full service firm! Serving transactional and litigation needs across practice areas. ONSITE This Jobot Job is hosted by: Mallory Schreiner
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $125,000 - $175,000 per year A bit about us: Southern California full service firm! Serving transactional and litigation needs across practice areas. Why join us? Medical Benefits
401k
PTO
Competitive pay Job Details Responsibilities: 1. Provide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.
2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
3. Collaborate with financial advisors and accountants to create integrated wealth management and tax planning strategies.
4. Conduct legal research and analysis of complex estate planning issues.
5. Represent clients in probate court proceedings.
6. Keep abreast of changes in tax and estate planning laws and regulations.
7. Develop strong client relationships and deliver exceptional client service.
8. Maintain strict confidentiality and exercise sound judgment and discretion in handling sensitive client matters. Qualifications: 1. Juris Doctor (JD) degree from an accredited law school.
2. Advanced degree in Tax Law (LLM in Tax) is highly desirable.
3. Admitted to practice law in the state and in good standing.
4. Minimum of 5 years of experience in estate planning, trusts, wills, probate, and asset protection.
5. Proven track record of working with high-net-worth individuals and families.
6. Strong knowledge of federal and state tax laws and regulations.
7. Exceptional legal drafting skills and attention to detail.
8. Excellent communication and interpersonal skills, with the ability to explain complex legal concepts in a clear and understandable manner.
9. Demonstrated ability to develop and maintain strong client relationships.
10. Strong analytical and problem-solving skills, with the ability to think strategically and provide practical legal advice.
11. High degree of professional ethics and integrity. This is an exciting opportunity for an ambitious and experienced Estate Planning Attorney to join a dynamic and highly professional team. If you are passionate about estate planning law and are committed to providing exceptional client service, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $125,000 - $175,000 per year A bit about us: Southern California full service firm! Serving transactional and litigation needs across practice areas. Why join us? Medical Benefits
401k
PTO
Competitive pay Job Details Responsibilities: 1. Provide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.
2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
3. Collaborate with financial advisors and accountants to create integrated wealth management and tax planning strategies.
4. Conduct legal research and analysis of complex estate planning issues.
5. Represent clients in probate court proceedings.
6. Keep abreast of changes in tax and estate planning laws and regulations.
7. Develop strong client relationships and deliver exceptional client service.
8. Maintain strict confidentiality and exercise sound judgment and discretion in handling sensitive client matters. Qualifications: 1. Juris Doctor (JD) degree from an accredited law school.
2. Advanced degree in Tax Law (LLM in Tax) is highly desirable.
3. Admitted to practice law in the state and in good standing.
4. Minimum of 5 years of experience in estate planning, trusts, wills, probate, and asset protection.
5. Proven track record of working with high-net-worth individuals and families.
6. Strong knowledge of federal and state tax laws and regulations.
7. Exceptional legal drafting skills and attention to detail.
8. Excellent communication and interpersonal skills, with the ability to explain complex legal concepts in a clear and understandable manner.
9. Demonstrated ability to develop and maintain strong client relationships.
10. Strong analytical and problem-solving skills, with the ability to think strategically and provide practical legal advice.
11. High degree of professional ethics and integrity. This is an exciting opportunity for an ambitious and experienced Estate Planning Attorney to join a dynamic and highly professional team. If you are passionate about estate planning law and are committed to providing exceptional client service, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Estate Planning Attorney in Newport Beach, CA vacancy
$115k - $145k
...Our Probate & Trust Litigation Attorney is responsible for handling non contested & contested... ...while collaborating with the firm’s Estate Trust and administration teams. Key Responsibilities... ...Analyze wills, trusts, and estate planning documents to identify legal issues and...Suggested$125k - $175k
...Estate Planning Attorney $125,000 - $175,000 per year | Newport Beach, CA | On-site | Permanent Benefits Medical Benefits 401k PTO Competitive pay Job Details Responsibilities Provide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and...SuggestedPermanent employmentLocal area$150k - $225k
...Job Description Job Description Multi-Office Law Firm Seeks Estate Planning Attorney: LOW BILLABLES The Estate Planning Attorney will work directly with clients on complex wealth transfer strategies, trust and estate planning matters, business succession planning...SuggestedWork at office$200k - $275k
Trusts & Estates Attorney — $200k to $275k + Bonus — Hybrid Remote — Established Regional Firm $200000 - $275000 per year | Hidden Valley,... ...relationships and direct client contact from day one — estate planning and administration work, not document support Dedicated transactional...SuggestedRemote jobPermanent employmentFor contractorsLocal areaImmediate start$200k - $275k
Australia-Employment is seeking a Trusts & Estates Attorney to join their firm in Costa Mesa, California. This role offers a hybrid work environment... ...successful candidate will handle complex estate and gift tax planning and engage in direct client contact. The firm fosters a...SuggestedRemote job$200k - $275k
...Continuously improving systems and procedures and initiate corrective actions. 8. Overseeing regulatory reporting, including tax planning and compliance. Qualifications: The ideal candidate for the Accounting Manager role should have the following qualifications...Work at officeLocal areaRemote work$125k - $175k
Jobot is seeking an experienced Estate Planning Attorney for its Newport Beach location, offering a competitive salary range of $125,000 - $175,000 per year. The role involves providing comprehensive legal advice on estate planning, developing and implementing estate plans...- ...on LinkedIn as well @Amanda Vernon Job Title: Trusts and Estates Attorney Location: Irvine, CA 92618 Salary/Payrate: OPEN (DOE),... ...currently seeking an Attorney to focus on both foundational estate planning and advanced estate and tax planning matters for the families...Permanent employmentFull timeWork from home
$180k - $215k
...guiding clients through some of life’s most important legal moments. From complex business disputes to personal injury recovery, estate planning, and family law matters, our clients rely on us to be responsive, compassionate, and excellent. Our rapidly growing law firm...Full timeLocal areaWork from home$165k - $220k
...Respected OC Mid-Sized Firms Seeks Estate Planning Attorney – Lifestyle firm LOW BILLABLES An established Orange County-based boutique law firm—recognized for its high-end work, community reputation, and low turnover—is seeking an estate planning attorney to join...$150k
...ve built and who they love, and help them protect it. That's estate planning done right—and that's exactly what this role is. Ocean Estate... ...growing, we are organized, and we are looking for one exceptional attorney to step into the lead legal production role on our team. This...Monday to Friday$125k - $200k
...Practicing Law Again. If you’re an experienced attorney who is burned out on litigation, tired... ...role that finally feels right. At Ocean Estate Law , we practice law the way it should... ...For You If You Have 5+ years of estate planning and/or trust administration experience...$100k - $125k
...Compensation Package Complete Benefits Package (medical, dental, vision 100% premiums paid employee & family) 401k Retirement Plan w/ Match Maternity/Paternity Leave 18 PTO Days Flexible Work Schedule Job Details Qualifications: The successful...Contract workLocal areaFlexible hours$125k - $200k
...A leading law firm in California is seeking an experienced attorney to join their practice focused on estate planning and trust administration. The ideal candidate will have at least 5 years of relevant experience, and be passionate about practicing law in a supportive...$150k - $250k
...focused litigation practice where trust and estate disputes are the core of the work, not a small part of a broader estate planning practice Handle sophisticated, high-... ...litigation matters under the direction of senior attorneys and partners Draft pleadings, motions,...Full timeWork at officeRelocationRelocation package$150k
...Ocean Estate Law, PC has served the estate planning needs of over 3,500 clients for more than 20 years. Recognized for its excellence, the firm was voted... ...Description This is a full-time, on-site Associate Attorney role based in either our San Clemente or Laguna Hills...Full timeWork at officeMonday to Friday$150k
...ve built and who they love, and help them protect it. That's estate planning done right—and that's exactly what this role is. Ocean... ...growing, we are organized, and we are looking for one exceptional attorney to step into the lead legal production role on our team. This...Work at officeMonday to Friday$150k
Ocean Estate Law, PC is seeking a full-time Associate Attorney based in Laguna Hills or San Clemente, California. This role focuses on providing legal support in estate planning and asset protection strategies. The ideal candidate will have at least 3 years of estate planning...Full time$300k
...experienced Permanent Quality Engineer to join our team. The ideal candidate will have a strong background in APQP, PPAP, IATF, SPC, control plans, and problem-solving. This is a full-time permanent position that offers competitive compensation and benefits packages....Permanent employmentFull timeLocal areaRemote workFlexible hours$175k - $200k
...Job Description Located in Newport Beach, CA we are a small but mighty boutique law firm seeking an experienced Estate Planning & Probate Attorney to join our collaborative and client-focused growing team. This position offers the opportunity to work directly with...Work at officeFlexible hours$200k - $275k
...and liaising with external auditors as required. 7. Providing financial advice to the management team, contributing to strategic planning and decision-making processes. 8. Ensuring compliance with all legal and regulatory requirements pertaining to finance and...Part timeWork at officeLocal areaRemote work$130k - $230k
...Job Description Job Description Probate, Trust, & Estate Attorney Career Consulting Partners has partnered with a nationally recognized... ...of California probate law, trust administration, and estate planning. Strong legal writing and analytical skills, paired with a...Worldwide- Ocean Estate Law, PC in Laguna Hills is seeking an exceptional attorney to take on the lead legal production role. This position emphasizes excellent estate planning law, allowing you to focus on your clients without the stress of managing staff or excessive administrative...
- Ocean Estate Law, P.C. is a boutique estate planning firm in California seeking an exceptional attorney. This role emphasizes direct client interactions and comprehensive estate planning, not just document review. The ideal candidate will possess an active California State...
$120k - $150k
...worth clients preserve and grow their wealth through strategic tax planning and comprehensive advisory services. Operating nationwide, they... ...and tax consulting, including corporate, individual, and estate tax strategies, retirement planning, and succession planning—all...Work at officeLocal area$130k
...Description Job Description Associate Attorney – Probate & Trust Litigation Location:... ...match, profit sharing (varies), pension plan, professional dues, continuing education... ...on Probate and Trust matters, including Estate Planning, Special Needs Planning, Conservatorships...Full timeWork at office$140k - $200k
...form to send your application to Karyn Spies, the Jobot Pro hosting this job. Compensation Based on Experience. Trust & Estate Litigation Attorney $140000 - $200000 per year | Newport Beach, CA | On-Site | Permanent A bit about us: Trust & Estate litigation firm with...Permanent employmentLocal area$90k - $115k
...also gaining exposure to senior leadership and strategic decision-making. This role will be responsible for overseeing financial planning and analysis, providing strategic insights and recommendations to senior management, and playing a pivotal role in guiding the...Summer workLocal areaFlexible hours- ...We're expanding! Exceptional firm looking for exceptional attorneys to grow with! Holstrom, Block & Parke, APLC is a family law firm... ...provides legal services involving all aspects of family law, estate planning, and probate law. Holstrom, Block & Parke specializes in high...Full timeWork at officeImmediate start
- Job Overview A law firm seeks an Estate and Trust Attorney in Newport Beach, CA. The attorney will manage both contested and uncontested probate... ...teams. Duties Analyze legal problems and create strategic plans for clients. Communicate asset distribution plans with clients...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Estate Planning Attorney. Be the first to apply!
Related searches
- construction litigation attorney Newport Beach, CA
- product liability attorney Newport Beach, CA
- senior litigation attorney Newport Beach, CA
- defense attorney Newport Beach, CA
- general attorney Newport Beach, CA
- claims attorney Newport Beach, CA
- senior associate attorney Newport Beach, CA
- family law attorney Newport Beach, CA
- junior associate attorney Newport Beach, CA
- employment law attorney Newport Beach, CA





