Estate Planning Attorney - Trusted Advisor for HNW Clients
Jobot
Jobot is seeking an Estate Planning Associate in a boutique setting focused on sophisticated trusts and estates matters. You will design and implement estate plans, draft wills and trusts, and work directly with clients to achieve wealth preservation and tax efficiency. The role offers hands‑on client interaction, collaborative mentorship, and a well‑rounded practice spanning planning and administration. California Bar admission and JD from an accredited school are required. #J-18808-Ljbffr Jobot
$265k
...MINTON + HORN LLP is a top-tier trust and estate firm located in Burlingame, between... ...the most sophisticated planning techniques on behalf of clients from Silicon Valley and beyond. No... ...role is designed for an experienced attorney prepared to inherit and manage client...High net worthFull timeImmediate start- Kforce is seeking an Estate/Tax Wealth Client Advisor - Wealth Management to serve as a trusted partner to high-net-worth individuals and families. This role is focused... ...complex wealth management and financial planning needs. This role is hybrid in San Francisco, CA...High net worth
$325k
...stakes decisions. Our attorneys are respected for... ...exceptional standard of client service. Talented professionals... ...are seeking a Senior Trusts & Estates Attorney to join our... ...on estate planning, trust formation and... ...coordinate with tax advisors and CPAs on federal and...High net worthWork at office- ...bit about us: Our client is a well-regarded... ...businesses on complex trusts and estates matters. The firm's private... ...solutions. Attorneys in this practice work... ...and implement estate plans that address wealth preservation... ...to serve as trusted advisors rather than back-...High net worthPrivate practiceLocal area
$150k - $190k
...Partner / Partner Group – Private Client Global Law Firm with a... ...cannot match. Practice Overview Estate planning, wills, and succession Wealth... ...and business governance Trusts, foundations, and private trust... ...OR "ultra high net worth" OR "HNW" OR "UHNW" OR "private capital...High net worthPart timePrivate practiceWork at officeWorldwide3 days per week$250k - $300k
...Description Job Description Position: Trusts & Estates Attorney Locations: Los Angeles, Orange... ...and sophisticated estate planning solutions for high-net-worth individuals... ...Estates, with a focus on high-net-worth clients. Technical Skills: Comprehensive...High net worth$175k - $250k
...Overview Estate Planning Attorney | HNW Clients | Attractive Boutique Firm This Jobot Job is hosted by: Trey Mattson. Salary: $175,000 - $250,000 per... ...plan across generations. Collaboration, precision, and trust are core values that guide the firm’s work and culture....High net worthFlexible hours- BCG Attorney Search is seeking a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in San Francisco, CA. The role involves advising family offices and managing sophisticated planning strategies while working with two partners...Private practice
$250k
...Hybrid Classification: Attorney Reports to: Practice... ...Associate Attorney – Trusts & Estates supports Senior... ...areas including estate planning, trust formation and... ...solutions and exceptional client service. Associate... ...accountants or financial advisors as needed. Prepare...Local areaRemote work$200k - $250k
...Estate Planning Attorney Empirical Wealth Management San Francisco, California... ...steady referrals from our clients and business partners. Our... ...seeking an Estate Planning Advisor to lead and support sophisticated... ...subject-matter expert and trusted resource on estate, gift,...High net worth- ...Duey, LLP specializes in estate planning, taxation and business transactions... ...seeking an experienced Attorney for our Estates and Trusts practice group. Preferred... ..., counseling clients as to most suitable estate... ...clients and their outside advisors on wealth planning solutions...High net worth
- ...Trusts And Estates Associate Buchalter is seeking a highly... ...skilled and experienced attorney to join our growing... ...background in estate planning, wealth transfer... ...Responsibilities Advise clients on multi-generational... ...and their outside advisors to manage large-scale...High net worth
- We are seeking a Senior Trusts & Estates Attorney to join a Private Wealth group at a distinguished law firm in the San Francisco area. The ideal... ...complex matters, mentor junior attorneys, and support client development and relationship management. Compensation includes...High net worthWork at office
- ...registered investment advisor managing ~$1.0 billion in assets for UHNW/HNW households. The firm delivers... ..., tax strategy, estate planning, and life transitions... ...with CPAs and estate attorneys. The firm is at an inflection... ...partners are reducing client loads to focus on...High net worthWork at office
- ...Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to... ...but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities...High net worthLocal area
- A law firm in California is seeking an Associate Attorney specializing in Trusts & Estates. The role involves supporting senior attorneys with estate planning, trust formation, and probate proceedings. Candidates should have 1-5 years of experience, be active members of...
$200k - $225k
...Description The best advisors are more than portfolio... ...practice around the clients you are most... ...expertise in financial planning, tax and estate planning, investment... ...house planning, tax, trust, and legal specialists... ...of influence — estate attorneys, CPAs, investment bankers...High net worthWork at office- ...Client Associate Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to... ...but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities...High net worthLocal area
- ...LLP in the United States seeks a Senior Associate (8th-year class or above), Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. The role supports two partners on large matters, with opportunities to manage matters and develop client...Private practice
$115k - $150k
...The Senior or Financial Advisor (S/FA) serves as the... ...owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance... ...tax professionals, and estate attorneys to deliver integrated advice... ...primary advisor and trusted partner to high-net-...High net worthFull timeWork at officeFlexible hours$125k - $150k
Private Client and Tax Division Today, we are the only truly... ...domestic and cross-border estate planning, trust and estate administration,... ...matters, with appropriate attorney supervision. The role will... ...title companies, and other advisors Maintain matter timelines,...High net worthWork at officeLocal area2 days per week$120k - $150k
...Resources Manager Overview The Senior Trusts & Estates Paralegal role requires at least five (... ...including complex and high net worth estate planning, trust administration and probate. The... ...and deadlines Managing and organizing client files as well as keeping client...High net worthHourly payFull timeRemote work- ...Description Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area... ...This is a high-impact, client-facing role working with high... ...working in fiduciary tax, estate planning, and trust structures and... ...Serve as a trusted advisor on both compliance and long...High net worthPrivate practiceWork at officeRemote workFlexible hours
- ...about us: We are a growing, client-focused law firm dedicated to... ...owners protect their assets and plan for the future. Our practice focuses on estate planning, trust administration, probate, and... ...seeking a motivated Estate Planning Attorney to join our collaborative team....Local area
$365k - $420k
...Private Client Services Associate Attorney - Midlevel Direct Counsel represents a leading national law firm seeking an experienced... ...individuals and families on sophisticated estate and tax planning. Handle complex trust and estate administration, including trust...Work at office$365k - $420k
...collaboration, dedication to serving our clients, and mutual respect. We are regularly... ...and families with sophisticated estate and tax planning techniques, as well as creating and administering... ..., decanting, and modifying trusts; administering complex estates; planning...- ...Overview: A law firm seeks an experienced Estate Planning Attorney licensed in California to join a... ...formation, with additional skills in trust administration and probate being advantageous... ...planning documents. Collaborate with clients to develop and achieve their estate...Work experience placementRemote work
- ...Job Overview A law firm seeks a Private Client Associate to join its San Francisco, California... ...will have 3-5 years of experience in estate planning, tax, or other transactional practices.... ...tax planning. Administer estates and trusts effectively. Draft wills and trust agreements...High net worthWork at office
$160k - $220k
...Join California’s premier Trust and Estate litigation firm, recognized statewide... ...litigators and trial attorneys have decades of combined experience... ...for every single one of our clients. We work tirelessly and... ...Paid time off Retirement plan Vision insurance Job...Permanent employmentFull timeLocal area$201.81k - $382.6k
...people and make a difference for your clients?If yes, consider joining Baker Tilly (BT... ...affluent families and family offices, estates and trusts in managing, preserving and transitioning... ...trust, estate and gift tax, succession planning, valuation and international tax...High net worthPrivate practice
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