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Estate Planning Associate Jobs in California (NOW HIRING)

Jobot

Estate Planning Attorney

San Bruno, CA · On-site

$175K - $225K/yr

Estate Planning Associate | Solid Boutique This Jobot Job is hosted by: Trey Mattson Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $175,000 ...

Jobot

Tax & Estate Planning Attorney

Irvine, CA · On-site

$150K - $250K/yr

... Associate Attorney (Tax and Estate Planning), your key responsibilities will include: 1. Providing expert advice on tax and estate planning matters, including estate tax, gift tax, 706, 709, and ...

Jobot

Senior Estate Planning Attorney

Rancho Mirage, CA · On-site

$160K - $270K/yr

Senior Estate Planning Lawyer / Associate Attorney Needed for Growing Law Firm! This Jobot Job is hosted by: Reed Kellick Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending ...

SLR Search

Hybrid Estate Associate Attorney

Oakland, CA · Hybrid

... estate planning and trust administration documents, including meticulous preparation of asset lists, financial record analysis, and detailed identification of asset character and title. - Proven ...

Stifel

Associate Head of Planning

Sherman Oaks, CA · On-site

$104K - $160K/yr

The Associate Head of Planning develops and implements comprehensive financial plans and strategies ... Design estate and wealth transfer strategies. * Model liquidity-event outcomes. * Integrate life ...

Stifel

Associate Head of Planning

Sherman Oaks, CA · On-site

$104K/yr

What You'll Be Doing The Associate Head of Planning develops and implements comprehensive financial ... Design estate and wealth transfer strategies. * Model liquidity-event outcomes. * Integrate life ...

Stifel

Associate Head of Planning

Sherman Oaks, CA · On-site

$104K - $160K/yr

What You'll Be Doing The Associate Head of Planning develops and implements comprehensive financial ... Design estate and wealth transfer strategies. * Model liquidity-event outcomes. * Integrate life ...

Interwest Consulting Group

Associate Planner

Anaheim, CA · Hybrid

$75K - $110K/yr

... and safety, planning, engineering, and real estate acquisition.  In our 20+ years, we have ... Associate planner 3+ years' experience. Salary Range: $75,000 - $110,000 Benefits include health ...

Interwest Group

Associate Planner

Anaheim, CA · On-site

$75K - $110K/yr

... planning, engineering, and real estate acquisition. In our 20+ years, we have attracted the best in ... Associate Planner duties and responsibilities include but are not limited to the following:

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Estate Planning Associate information

What is an estate planning associate?

Estate Planning Associates are legal professionals who assist clients with organizing their assets and preparing legal documents, such as wills, trusts, and powers of attorney, to ensure their wishes are carried out after death or in the event of incapacity. They typically work under the supervision of more experienced estate planning attorneys and help research, draft documents, and communicate with clients. Their role is essential in helping individuals and families protect their wealth and provide for their loved ones.

What are some typical challenges faced by estate planning associates when working with clients?

Estate Planning Associates frequently encounter the challenge of translating complex legal and tax concepts into clear, actionable strategies for clients from diverse backgrounds. They must balance sensitive family dynamics and confidentiality concerns while ensuring that all documentation accurately reflects the client's wishes. Additionally, staying current with changing laws and regulations is crucial for providing compliant and effective advice. Collaboration with senior attorneys, financial advisors, and clients' family members is often necessary to create robust, comprehensive estate plans.

What are the key skills and qualifications needed to thrive as an estate planning associate, and why are they important?

To thrive as an Estate Planning Associate, you need a law degree, bar admission, and a solid understanding of trusts, wills, tax law, and probate procedures. Familiarity with legal research platforms (like Westlaw or LexisNexis) and document drafting software is typically required. Exceptional interpersonal skills, discretion, and attention to detail help build client trust and manage sensitive financial information. These competencies ensure accurate, compliant estate plans and foster long-term client relationships.

What are the most commonly searched types of Estate Planning jobs in California?

The most popular types of Estate Planning jobs in California are:

What cities in California are hiring for Estate Planning Associate jobs?

Cities in California with the most Estate Planning Associate job openings:

Estate Planning Associate jobs near you
Infographic showing various Estate Planning Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Estate Planning Attorney

Jobot

San Bruno, CA • On-site

$175K - $225K/yr

Full-time

Re-posted 6 days ago

Job description

Estate Planning Associate | Solid Boutique
This Jobot Job is hosted by: Trey Mattson
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $175,000 - $225,000 per year
A bit about us:
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Our client is a well-regarded law firm with a strong focus on advising individuals, families, and closely held businesses on complex trusts and estates matters. The firm’s private client practice is known for delivering thoughtful, detail-oriented counsel that balances technical precision with practical, client-centered solutions.
Attorneys in this practice work closely with clients to design and implement estate plans that address wealth preservation, tax efficiency, family dynamics, and long-term legacy planning. The firm values collaboration and frequently integrates estate planning strategies with broader business, real estate, and tax considerations to provide comprehensive legal guidance.
Why join us?
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This company offers a supportive and intellectually engaging environment for attorneys who are passionate about trusts and estates work. Attorneys are encouraged to take an active role in matters, build lasting client relationships, and grow their practice within a collegial and respectful culture.
Key aspects of the opportunity include:
  • Sophisticated estate planning work, including customized planning for high-net-worth individuals and families
  • Hands-on client interaction, allowing attorneys to serve as trusted advisors rather than back-office support
  • Collaborative team structure with meaningful mentorship and knowledge-sharing
  • Exposure to both planning and administration, offering a well-rounded trusts and estates practice
  • Competitive compensation and benefits, paired with a thoughtful approach to workload and professional sustainability

Job Details
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Requirements
  • J.D. from an accredited law school
  • Admission to the California Bar

Prior experience in trusts and estates law, including experience with some combination of:
  • Drafting wills, revocable and irrevocable trusts, and related estate planning documents
  • Estate and trust administration
  • Advising fiduciaries and beneficiaries
  • Estate, gift, and generation-skipping transfer tax planning
  • Strong legal drafting and analytical skills
  • High level of attention to detail and organization
  • Excellent written and verbal communication skills
  • Ability to manage multiple matters independently while working collaboratively with colleagues
  • Commitment to delivering high-quality client service

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy #legal #estate-planning #tax-law #trusts #wills #asset-protection #wealth-preservation-planning #tier3
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About Jobot

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Jobot is a revolutionary Recruiting Rirm that combines the latest in AI technology with our custom software, Jax, and partners it with Jobot Pros experienced recruiters to fill jobs and provide incredible service to our clients and candidates in the process. We are disrupting the Recruiting space and have grown from 0 to over 750 folks in 5 years. Jobot is committed to workplace flexibility. Come join us at the beautiful Jobot House in Newport Beach, CA or work from anywhere in the United States with strong WiFi. We have recruiters in New York, Hawaii and all over the US. We typically fly top performers to California a few times a year to enjoy the weather and celebrate in style.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

Irvine, CA, US

Year founded

2018

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