Attorney | Estate Planning | Hybrid | 148544

Job Description

Job Description

Attorney – Estate Planning – San Rafael

A fantastic opportunity is available for an Estate Planning Attorney to join a San Rafael office in support of anticipated growth. This position is intended for an attorney who can independently manage estate planning matters while building and maintaining strong client relationships.

The role offers a structured environment with dedicated support staff, a collaborative culture, and a clearly defined path toward long-term advancement.

Role Overview:

• Draft and review estate planning documents, including trusts and wills
• Provide ongoing client counsel and relationship management
• Handle trust administration matters as applicable
• Work independently while collaborating with internal team members
• Meet billable expectations of approximately 1,300 hours annually

Qualifications:

• Active California Bar license in good standing
• Minimum 3 years of estate planning experience in California
• Trust administration experience preferred
• Experience working with high-net-worth clients is beneficial but not required
• Strong communication and client management skills
• Demonstrated ability to work independently
• Compensation & Bonus Structure:
• Base salary range: $130,000 – $160,000 for target candidates
• Higher compensation available for more senior attorneys
• Bonus tied to productivity (approximately 1,300 billable hours annually)
• 10% origination bonus
• Additional bonus structure details to be confirmed

Work Arrangement:

• Hybrid schedule: 3 days in-office, 2 days remote

Benefits:

• Eligibility for employees working 30+ hours per week, with dependent coverage available
• Medical plans with 75% employer contribution toward base plan and flexibility across plan options
• Dental and vision coverage available
• Employer-paid short-term disability, long-term disability, and basic life and AD&D insurance
• Health Savings Account (HSA) and Flexible Spending Accounts (FSA), including dependent care FSA
• 401(k) with automatic 3% employer contribution after 6 months
• Paid time off starting at 10 days annually, increasing to 15 days after two years
• 40 hours of sick leave annually
• Employee Assistance Program and caregiver support resources
• Commuter benefits and wellness programs
• Education assistance programs

Growth & Culture:

• Collaborative and supportive work environment
• Strong retention across the organization
• Growth-driven hiring strategy
• Defined partnership track with eligibility after approximately 3 years, based on performance

Salary Range: $130,000 – $160,000

Reference: 148544