Attorney - Estate Planning
San Diego, San Diego County, California, 92189, USA
Listed on 2026-09-27
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Law/Legal
Lawyer, Legal Counsel, Tax Law, Real Estate Attorney
A well-established estate planning firm in San Diego is looking for an experienced Estate Planning Attorney to join their team of seven attorneys and a strong support staff. It has an excellent reputation in the area and is known for a growth-oriented, collaborative work environment. The firm invests heavily in its people, with a real commitment to professional development, mentorship and ongoing learning.
The firm's practice focuses on estate planning, trust and estate administration, and probate, serving a sophisticated client base. Candidates must have at least 3 years of estate planning experience to be considered.
The Estate Planning Attorney will manage a caseload of estate planning and administration matters from start to finish. The attorney will work closely with clients, colleagues and support staff to deliver thoughtful, high-quality planning. This role suits an attorney who wants long-term growth at a firm that values its team.
Responsibilities- Meet with clients to assess their goals and design estate plans that fit their needs
- Draft and review wills, revocable and irrevocable trusts, powers of attorney, healthcare directives and related documents
- Handle trust administration and estate administration matters
- Manage probate matters, including filings and court appearances
- Advise clients on asset protection, wealth transfer and tax considerations
- Work with financial advisors, CPAs and other professionals on client matters
- Supervise and work with paralegals and support staff
- Juris Doctor from an accredited law school
- Active member in good standing of the State Bar of California
- 3+ years of estate planning experience
- Experience with trust administration and probate
- Strong drafting, analytical and client communication skills
- Detail-oriented, organized and able to manage multiple matters
- Estate planning certification or an LL.M. in Taxation is a plus
- Salary range of $130,000-$150,000/year commensurate with experience
- Hybrid schedule: 1 day per week optional remote working
- 401(k)
- Health insurance
- Paid time off
- A firm culture that invests in training, mentorship and professional growth
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