Senior Estate Planning Attorney

Profile

Job Overview:
A dynamic and expanding law firm is seeking a Senior Estate Planning Attorney to join its Irvine, California office. This full-time position is designed for an experienced professional with a deep understanding of complex estate and trust planning, high-net-worth client advisement, and asset protection strategies. The ideal candidate will be a proactive legal strategist with the ability to manage matters independently while collaborating with a multidisciplinary team. A portable book of business is preferred but not required.

Location:

• Irvine, California

Duties:

• Manage all phases of estate planning and trust administration

• Conduct client intake and provide ongoing relationship management

• Draft, review, and revise estate planning documents (trusts, wills, POAs, advanced directives, funding docs)

• Advise high-net-worth clients on wealth transfer and asset protection strategies

• Implement estate, income, and risk mitigation strategies

• Interpret laws related to Proposition 13 and real property transfers

• Prepare technical memoranda on estate and tax-related issues

• Oversee complex estate matters in consultation with estate planning team

• Conduct legal research, provide risk assessments, and propose action plans

• Supervise and review work product of paralegals and legal assistants

• Attend court appearances as needed (preferred)

• Evaluate potential fraudulent transfers and voidable transactions

• Assist with corporate legal matters when applicable

Requirements:

• Minimum of 7 years of experience in estate planning and trust administration

• Proven track record handling complex estate planning and high-net-worth client matters

• Ability to manage legal staff and collaborate with attorneys across disciplines

• Corporate law experience is a plus

Education:

• Juris Doctor (JD) from an accredited law school

Certifications:

• Active member of the California State Bar (required)

Skills:

• Advanced knowledge of estate and tax planning laws and strategies

• Proficient in Microsoft Office (Word, Outlook, Excel)

• Strong legal writing, drafting, and research skills

• Detail-oriented with exceptional organizational capabilities

• Effective communicator with excellent client service skills

• Foreign language skills a plus

Benefits:

• Competitive salary (commensurate with experience and qualifications)

• Robust benefits package

• Flexible work hours

• Supportive, collegial team environment

• Opportunities for growth in a multidisciplinary firm

• No portable book required, but preferred

Company info

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