Estate Planning Attorney

Estate Planning Attorney California Remote or Hybrid

Baron Family Law is expanding its estate planning practice and is seeking an experienced California Estate Planning Attorney with strong estate plan design drafting and client counseling skills.

This role is focused on helping California clients protect their families assets and legacies through thoughtful accurate customized estate planning.

This is not a probate-focused position . Our priority is estate planning drafting execution trust funding and client counseling.

The position may be fully remote within California . Attorneys who prefer a hybrid schedule may also work through our Sacramento or Beverly Hills offices.

About the Opportunity

Baron Family Law is intentionally building estate planning into a meaningful statewide practice area.

Our initial focus is on straightforward to moderately complex flat-fee estate planning matters with room to grow into more sophisticated planning as the practice expands.

The attorney joining us should be able to independently counsel clients identify planning issues develop appropriate strategies and translate those strategies into technically sound estate planning documents.

This is more than a document-production role.

We are looking for someone who combines strong legal judgment and drafting skills with an interest in helping build a modern systems-driven estate planning practice.

Compensation

Base salary: $100000 to $120000 per year depending on experience qualifications substantive drafting ability WealthCounsel experience and the level of estate planning work the attorney can independently manage.

The position will also be eligible for a separate estate-planning performance incentive program based on practice performance and individual contribution.

Unlike our litigation attorney compensation model estate planning incentives will not be based primarily on billable hours.

Benefits for eligible employees currently include:

• Medical insurance with the firm currently paying 80% of the employee-only premium.

• 100% employer-paid employee-only dental and vision premiums.

• Dependent medical dental and vision coverage available at plan rates.

• CalSavers retirement savings participation.

• Flexible non-accrual vacation after the applicable introductory period subject to approval and coverage requirements.

• Paid sick leave and other protected leave as required by applicable law.

• Professional development opportunities.

• Remote-first work environment.

Location

This is a California-only position .

Candidates must be licensed to practice law in California and perform their work from California.

The position may be:

• Fully remote within California.

• Hybrid in Sacramento.

• Hybrid in Beverly Hills / Los Angeles.

Our practice serves clients statewide.

Schedule

Full-time exempt.

Attorneys must maintain reliable availability during normal California business hours for client meetings document review signing appointments team collaboration and other practice responsibilities.

Our Standard

Clients trust us with decisions that affect their families assets businesses and futures.

That means the documents must be right.

We expect attorneys to take ownership communicate clearly meet deadlines double-check their work identify risks early and raise questions before a potential issue becomes a client problem.

We do not expect perfection.

We do expect accountability strong judgment thoughtful client care and a commitment to getting the work right.

If you are a California estate planning attorney who enjoys client counseling substantive drafting and helping build a modern estate planning practice we would like to meet you.

Baron Family Law is an equal opportunity employer. Employment decisions are made based on qualifications performance business needs and applicable law.

Current Practice Expectations

Our current planning model anticipates approximately two to four new estate planning clients per month initially with room to grow as attorney capacity internal referrals professional referrals organic demand and marketing expand.

Current matters are expected to be primarily straightforward to moderately complex flat-fee estate plans.

This is not a traditional hourly production role and it does not use Baron Family Laws family-law billable-hour production model.

Performance will focus on the quality and accuracy of legal work client experience matter completion responsiveness practice growth and the financial health of the estate planning practice.

More Complex Planning

Depending on experience matters may also involve:

• Higher-net-worth clients.

• Blended families.

• Business owners.

• Multiple real properties.

• Separate and community property characterization.

• Asset protection considerations.

• Irrevocable trusts.

• Life insurance planning.

• Retirement assets.

• Beneficiary planning.

• Special-needs considerations.

• Estate and gift tax concepts.

• Multigenerational wealth transfer.

We do not expect one attorney to know every advanced planning strategy.

We do expect excellent issue spotting careful research strong judgment and an understanding of when specialized tax financial or other professional guidance is appropriate.

What Youll Own

Estate Planning and Client Counseling

• Meet directly with clients to understand their family structure assets concerns goals and legacy objectives.

• Identify estate planning needs and recommend appropriate California planning strategies.

• Explain legal concepts clearly so clients can make informed decisions.

• Counsel clients regarding trusts wills incapacity planning beneficiary designations asset ownership trust funding and related planning considerations.

• Identify issues involving community property separate property blended families minor children real property businesses retirement accounts and other assets.

• Recognize when a matter requires collaboration with a CPA financial advisor tax professional business attorney or other specialist.

Estate Plan Design and Drafting

A significant part of this position is substantive drafting.

You will independently design draft review revise and finalize estate planning documents including:

• Revocable living trusts.

• Wills and pour-over wills.

• Durable powers of attorney.

• Advance health care directives.

• HIPAA authorizations and related incapacity documents.

• Guardianship nominations.

• Certifications or abstracts of trust.

• General assignments of assets.

• Trust transfer deeds and related real-property documents.

• Trust funding instructions.

• Amendments and restatements.

• Other documents necessary to implement a clients estate planning strategy.

You will be responsible for ensuring that every estate plan is legally accurate internally consistent complete and aligned with the clients objectives.

WealthCounsel and Practice Systems

Baron Family Law uses modern technology and structured workflows to support quality consistency and client confidence.

Experience using WealthCounsel is strongly preferred.

The attorney will be expected to use WealthCounsel or comparable estate planning technology to:

• Draft and customize estate planning documents efficiently.

• Apply independent legal judgment rather than relying on document automation alone.

• Maintain consistency across all documents within a plan.

• Identify and correct drafting inconsistencies before documents reach the client.

• Track planning decisions execution status and funding requirements.

• Participate in quality-control processes.

• Help refine templates drafting standards checklists and workflows as the practice grows.

New Law Business Model and Client Experience

Baron Family Law is developing its estate planning practice using principles and systems associated with the New Law Business Model including structured planning conversations strong client education proactive communication documented follow-through and a high-touch client experience.

Prior experience with the New Law Business Model is a plus but is not required.

The attorney should be comfortable:

• Following structured estate planning workflows.

• Conducting substantive planning sessions.

• Educating clients about their options before asking them to make decisions.

• Moving matters forward proactively.

• Documenting planning decisions clearly.

• Delivering a consistent client experience from initial planning through signing and funding.

• Helping improve SOPs templates checklists and client-facing materials.

• Working within a flat-fee estate planning model.

Execution and Trust Funding

• Prepare clients for signing and execution.

• Review final documents with clients and answer questions.

• Ensure execution requirements are followed correctly.

• Guide clients regarding trust funding and asset titling.

• Assist with deeds and related documentation.

• Provide clear funding instructions and follow-up.

• Maintain documentation showing the status of execution and funding.

Practice Growth

Estate planning is a growth practice at Baron Family Law.

The attorney will have opportunities to participate in:

• Client education.

• Professional presentations.

• Referral relationship development.

• Relationships with CPAs financial advisors wealth managers insurance professionals and other trusted advisors.

• Estate planning education for existing Baron Family Law clients.

• Development of estate-planning content and client resources.

• Growth of the firms estate-planning systems and service offerings.

A significant opportunity exists to serve existing family-law and premarital-agreement clients whose estate plans should be created or updated following major life events.

What Were Looking For

Required

• Active membership in the State Bar of California in good standing.

• Juris Doctor degree.

• Substantive California estate planning experience.

• Experience independently counseling estate planning clients.

• Demonstrated ability to independently design and draft comprehensive California estate plans.

• Strong working knowledge of California trusts and estate planning law.

• Working knowledge of California community-property principles.

• Excellent legal drafting and analytical skills.

• Excellent attention to detail.

• Strong client communication skills.

• Ability to identify planning issues rather than simply populate forms.

• Ability to manage matters deadlines and client follow-up independently.

• Ability to work effectively in a technology-driven remote environment.

• Ability to work from within California.

Strongly Preferred

• Three or more years of substantive California estate planning experience.

• Significant experience drafting revocable living trusts and comprehensive estate plans.

• Experience using WealthCounsel.

• Experience conducting estate planning design or planning meetings.

• Experience with higher-net-worth or more complex clients.

• Experience advising business owners.

• Familiarity with irrevocable trusts and advanced planning concepts.

• Understanding of federal estate and gift tax concepts.

• Experience with trust funding and real-property transfers.

• Familiarity with New Law Business Model or another structured estate-planning practice model.

• Experience working within a flat-fee estate planning practice.

Probate experience is not required.

The Attorney Who Will Thrive Here

You will likely be a strong fit if you:

• Enjoy substantive estate planning and drafting.

• Understand that good estate planning requires more than generating documents from a questionnaire.

• Can listen carefully to a clients goals and translate those goals into the right legal structure.

• Double-check your work.

• Spot inconsistencies before documents reach a client.

• Take ownership of your matters.

• Communicate early when something is unclear or a problem develops.

• Work independently without becoming isolated from the team.

• Care about client confidence.

• Are comfortable with technology and structured workflows.

• Appreciate systems that make excellent legal work repeatable.

• Have a forward-thinking mindset and want to help grow a practice area.

• Are collaborative accountable and low-ego.

Required Experience:

IC