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Estate Planning Associate Jobs in California (NOW HIRING)

Battaglia & DeKoning

Associate Attorney

San Diego, CA · On-site

$80K - $120K/yr

Associate Attorney Trusts and Estates Law Practice has an opening for a Full-Time Associate ... This position will focus on matters related to Estate Planning and Administration, Conservatorships ...

Battaglia & DeKoning

Associate Attorney

San Diego, CA · On-site

$80K - $120K/yr

Associate Attorney Trusts and Estates Law Practice has an opening for a Full-Time Associate ... This position will focus on matters related to Estate Planning and Administration, Conservatorships ...

Battaglia & DeKoning

Associate Attorney

San Diego, CA · On-site

$80K - $120K/yr

Free food & snacks Associate Attorney Trusts and Estates Law Practice has an opening for a ... This position will focus on matters related to Estate Planning and Administration, Conservatorships ...

Battaglia & DeKoning

Be Seen First

Associate Attorney

San Diego, CA · On-site

Trusts and Estates Law Practice has an opening for a Full-Time Associate Attorney. We are looking ... This position will focus on matters related to Estate Planning and Administration, Conservatorships ...

JKZ LLP

Senior Attorney - Trusts & Estates

San Diego, CA · On-site

$180K - $220K/yr

... matters involving estate planning, trust formation and administration, probate proceedings ... Direct Reports : May supervise Associate Attorneys, paralegals, and support staff as assigned ...

Tax Alchemy

Financial Advisor, CFP Professional

Irvine, CA · On-site +1

$85K - $100K/yr

Estate planning fundamentals * Communicate complex strategies in a manner that is clear, accessible ... Collaborate closely with the Financial Planning Associate and Investment Operations Associate to ...

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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.

Associate Attorney

Battaglia & DeKoning

San Diego, CA • On-site

$80K - $120K/yr

Full-time

Medical, Retirement, PTO

Re-posted 25 days ago

Job description

Associate Attorney
 
Trusts and Estates Law Practice has an opening for a Full-Time Associate Attorney. We are looking for a self-motivated and ambitious attorney to join our firm.  This position will focus on matters related to Estate Planning and Administration, Conservatorships, Special Needs Trusts, and Public Benefits Planning.  The ideal candidate will have knowledge and experience with estate planning and administration, can work autonomously, and is seeking an integral role with opportunities to grow with the firm.
 
Primary Responsibilities:
·                      Communicate with clients to identify legal needs and concerns
·                      Independently manage court-supervised trust and estate matters from start to finish, including preparing petitions and making court appearances
·                      Advise clients on public benefits planning
·                      Draft comprehensive estate plans, including Revocable Living Trusts, Special Needs Trusts, Wills, Durable Powers of Attorney, Advance Health Care Directives, and property transfer documents
·                      Participate in business social activities and presentations that generate new clients and professional relationships
·                      Perform various administrative functions related to case management
 
Minimum Qualifications:
·                      Licensed to practice in California; good standing with the State Bar
·                      Demonstrated client relationship skills including the ability to lead in‑person client meetings
·                      Ability to conduct legal research, analyze case law, and stay up‑to‑date with changing laws
·                      Excellent written and verbal communication skills
·                      Typing proficiency of 50+ wpm
·                      Highly organized with strong attention to detail
·                      Proficient with Microsoft Office applications
·                      Strong work ethic
 
Highly desirable skills and experience that will set you apart from other applicants:
·                      Experience with Estate Planning, Trust Administration, Probate, Special Needs Trusts, Public Benefits Planning, and Conservatorships
·                      Experience with AbacusLaw software
·                      Experience with Lawgic software
·                      Experience with WordPerfect software
 
Compensation: Salary commensurate with qualifications and experience.
 
Work Location: In office
 
Benefits:
·                      Retirement Savings Program
·                      Health Insurance
·                      Paid Time Off
·                      Paid Sick Leave
·                      Paid Holidays
·                      Supportive and collaborative work environment
·                      Continuing legal education support
·                      Paid bar dues and memberships in legal organizations
 
To apply:
Please submit your resume and a custom cover letter telling us about yourself and why this would be a good position for you.  This cover letter is our primary screening tool for potential candidates. We want to know what makes you special!
 
APPLICANTS WITHOUT COVER LETTERS WILL NOT BE CONSIDERED.
 
All inquiries will be kept confidential.