Estate Planning Attorney

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Job Overview:
A prominent law firm specializing in estate planning, trust administration, and probate litigation is seeking an experienced Estate Planning Attorney. This role is ideal for a detail-oriented professional looking to build a long-term career with opportunities for growth toward partnership. The position is based in Solana Beach, California, offering a collaborative work environment with strong paralegal support and access to premium research and drafting tools.

Location:

• San Diego, California

Duties:

• Draft, analyze, and revise estate planning documents, including wills, various trusts, and ancillary documents.
• Conduct research on probate, tax laws, advanced planning, and trust techniques.
• Explain complex legal concepts and estate plan provisions clearly to clients.
• Build and maintain strong client relationships, understanding and addressing their estate planning needs.
• Represent clients in the Probate division of the California Civil Court and related civil matters.
• Demonstrate the ability to work both independently and collaboratively within a team-oriented environment.

Requirements:

• Minimum of 3 years of experience in estate planning.
• Demonstrable analytical and problem-solving skills.
• Proficient in written and verbal communication.
• Ability to work effectively both independently and within a team.

Education:

• Juris Doctor (J.D.) degree from an accredited law school.

Certifications:

• Active membership in the California State Bar.
• Additional licenses in Nevada, Wyoming, Arizona, Texas, or Florida are advantageous.

Skills:

• Expertise in estate planning, trust administration, and probate administration.
• Strong client relationship-building skills.
• Proficient in legal research and use of estate planning software tools.
• Familiarity with WestLaw, CEB OnLaw, and WealthCounsel is beneficial.

Benefits:

• Opportunity for growth into the firm’s partner program.
• Medical, dental, and vision coverage.
• 401(k) with matching.
• Relocation assistance considered for suitable candidates.

Company info

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