Trusts and Estates Attorney

Base pay range: $160,000 – $200,000 per year.

Location:

San Jose, California.

We are seeking an experienced Transactional Trust & Estate Attorney to join our growing San Jose practice. This role focuses on sophisticated estate planning, trust administration, and wealth transfer strategies for individuals, families, and closely held businesses. The ideal candidate is detail-oriented, client-focused, and skilled in drafting and implementing customized estate planning solutions.

• Draft and review estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, and beneficiary designations
• Advise clients on estate, gift, generation‑skipping transfer (GST), and income tax planning strategies
• Structure and implement wealth transfer techniques, including lifetime gifting, trust funding, and asset protection planning
• Counsel trustees and beneficiaries on trust administration, fiduciary duties, and compliance matters
• Coordinate with accountants, financial advisors, and other professionals to deliver comprehensive planning solutions
• Maintain accurate client files and ensure compliance with California probate and trust laws
• Communicate complex legal concepts clearly and effectively to clients

• Juris Doctor (JD) from an accredited law school
• Active membership in the California State Bar, in good standing
• 3+ years of experience in transactional trust and estate planning (additional experience welcome)
• Strong drafting skills with demonstrated experience handling sophisticated estate plans
• Solid understanding of federal and California estate, gift, and trust taxation
• Excellent analytical, organizational, and client‑communication skills

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.