Trusts and Estates Attorney- 3603549

Trusts and Estates Attorney- 3603549

  • Full Time

Job Title: Trusts and Estates Attorney

Location: Irvine, CA 92618

Salary/Payrate: OPEN (DOE), bonus and AWESOME benefits!!!

Work Environment: Hybrid (3 days WFH after ramp up, anchor days
Tueseday and Thursday)

Term: Permanent / Fulltime

Bachelor’s degree required: YES

Bonus Eligibility: Quarterly performance bonuses

Referral Fee: $2,500 – should your referral start with our client

JOB DESCRIPTION

We are currently seeking an Attorney to focus on both
foundational estate planning and advanced estate and tax planning
matters for the families we serve. This role offers meaningful
client interaction and the opportunity to develop deep technical
expertise while working alongside experienced practitioners.

If you value precision, enjoy client engagement, and are looking
to grow your career in a firm that prioritizes professional
development and invests in its people, we’d love to meet you.

Responsibilities

* Handle advanced estate and income tax planning matters for
high‑net‑worth clients
* Draft highly customized foundational and advanced estate
planning documents
* Meet with clients and provide guidance on the design and
structure of revocable living trusts and irrevocable gifting
trusts
* Research estate planning, tax, and related legal issues
* Evaluate, update, and coordinate template documents,
correspondence, and internal procedures
* Work closely with the Firm’s dedicated marketing team, which
will actively support you in developing and growing your practice
* Meet a reasonable annual billable‑hour expectation of 1,600
hours

Required

* J.D. from an accredited law school and admission to the
California Bar in good standing
* Minimum of three years of experience practicing estate planning
* Strong drafting skills with exceptional attention to detail
* Solid knowledge of estate and gift tax principles

Preferred

* LL.M. in Taxation or Estate Planning, or a background in tax
law
* Broad understanding of corporate matters affecting closely held
businesses
* Ability to interact comfortably and professionally with clients
and firm leadership; strong interpersonal and communication
skills
* Flexibility and adaptability in a fast‑paced environment, with
the ability to manage multiple priorities and respond effectively
to client needs
* Ability to work both independently and collaboratively as part
of a team
* Demonstrated commitment to professionalism and openness to
supporting a range of project types as firm needs evolve