Job Description

Job Description

Job Description

Estate Planning Attorney | Newport Beach California

This Jobot Job is hosted by: Trey Mattson
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $125,000 - $150,000 per year

A bit about us:

We are seeking a seasoned and motivated Estate Planning Attorney to join our dynamic legal team. The successful candidate will play a crucial role in providing comprehensive estate planning services to our high-net-worth clients. This is a full-time, permanent position that offers an exceptional opportunity for professional growth in a supportive and collaborative environment. The ideal candidate will have a strong background in estate planning, trust administration, and probate matters, with a focus on client service and business development.

Why join us?

As an Estate Planning Attorney, your key responsibilities will include:

1. Drafting, reviewing, and advising on a wide range of estate planning documents including wills, trusts, powers of attorney, and health care directives.
2. Advising clients on estate and gift tax planning, probate avoidance, and asset protection strategies.
3. Assisting in the administration of trusts and estates, including probate proceedings, trust modifications, and trust terminations.
4. Providing guidance on related legal issues such as business succession planning, charitable giving, and special needs planning.
5. Building and maintaining strong relationships with clients to ensure a deep understanding of their estate planning needs and objectives.

Job Details

Qualifications:

To be considered for the Estate Planning Attorney position, you must meet the following qualifications:

1. Juris Doctor (JD) degree from an accredited law school.
2. Admission to the California Bar.
3. Minimum of 5 years of experience in estate planning, trust administration, and probate matters.
4. Strong knowledge of California estate planning law and federal tax law.
5. Excellent drafting and communication skills, with the ability to explain complex legal concepts in a clear and understandable manner.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" 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 Company Description

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).

Ready to find a good job? Create your profile today at Jobot.com.

Job Tags

Permanent employment, Full time, Local area,

Similar Jobs