Estate Planning Senior Associate or Junior Partner

Job Overview

A law firm seeks a highly skilled Estate Planning Senior Associate or Junior Partner in Burlingame, CA. The candidate should have significant experience in estate and wealth planning, and trust and estate administration, with a client-focused approach.

Duties

• Advise clients on complex estate and wealth transfer strategies and trust administrations.
• Draft and implement estate planning documents, including various trusts.
• Collaborate with CPAs, wealth advisors, and family office teams for coordinated planning.
• Identify and advise on tax issues related to estate, gift, and property taxes.
• Support office growth through business development and relationship-building.
• Mentor paralegals and associates, providing guidance and support.

Requirements

• 5-7+ years of experience in estate planning and trust administration.
• Strong drafting, analytical, and communication skills.
• Knowledge of advanced estate planning techniques and relevant taxes.
• Proven ability to work with high-net-worth clients.
• Experience with business development initiatives.

Education

• J.D. from an accredited law school; strong academic record.

Certifications

• Active license to practice law in California.

Skills

• Self-starter with a collaborative mindset.
• Commitment to client service and relationship building.
• Experience in business formation and maintenance preferred.
• Experience with probate court petitions and tax returns preferred.

Benefits

• Comprehensive benefits package including personal time off, paid holidays, medical/dental/vision insurance, and 401(k).