Estate Planning Associate Attorney

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Job Title:
Estate Planning Associate Attorney

Job Overview:
A law firm based in Costa Mesa, CA, is seeking a driven and knowledgeable associate attorney to support its expanding estate, tax, and business planning practice. This boutique environment offers the opportunity to contribute meaningfully to clients' long-term financial security while fostering continuous personal and professional development. The role is ideal for an attorney with an entrepreneurial mindset who thrives in a collaborative setting and is ready to take on a versatile caseload with direct client interaction.

Duties:

• Draft estate planning documents, including revocable living trusts, wills, powers of attorney, and health care directives

• Collaborate with senior attorneys on sophisticated income and estate tax strategies

• Manage trust and probate administration matters

• Guide clients through all phases of business entity formation and corporate upkeep

• Provide counsel on corporate governance, entity structuring, tax compliance, and succession planning

• Review and prepare business agreements and related legal documents

• Conduct client meetings and manage related correspondence

• Contribute to thought leadership through writing and editing content

• Participate in business development activities, including professional networking with CPAs and financial advisors

Requirements:

• Licensed and in good standing with the State Bar of California

• Minimum of 2 years of experience in estate planning and/or business law

• Demonstrated ability to work directly with clients and senior counsel

• Ability to manage multiple priorities and deadlines with minimal supervision

• Commitment to delivering high-quality, client-centered legal services

• High ethical standards and a proactive, solutions-focused approach

Education:

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

Certifications:

• Admission to the California Bar (active status)

Skills:

• Exceptional legal drafting and analytical capabilities

• Advanced research proficiency using Lexis, Westlaw, and related tools

• Strong interpersonal communication and client engagement abilities

• Solid organizational skills with an eye for detail

• Proficiency in Microsoft Word, Excel, and legal practice technologies

Job Location:

• Costa Mesa, California (In-office role)

Benefits:

• 401(k) retirement plan

• Employer 401(k) contribution matching

• Generous paid time off policy

Company info

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