Attorney/Lawyer

A growing trusts and estates practice is seeking an Estate Planning Associate Attorney to join the team on a contract-to-hire basis, with conversion based on performance and fit. This opportunity offers substantial client exposure, hands-on responsibility, and the ability to work closely with experienced practitioners handling sophisticated estate planning and administration matters.

The firm strongly prefers candidates who can be present in the Walnut Creek office 1-2 days per week to foster collaboration and mentorship. However, fully remote arrangements will be considered for particularly strong candidates with demonstrated estate planning and estate administration experience.

This is an excellent opportunity for an attorney who enjoys client interaction, takes ownership of their work, communicates openly, and is looking to continue growing within a supportive and collaborative environment.

Responsibilities:

• Draft and review estate planning documents, including: revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, transfer and funding documents
• Independently manage estate planning matters from client intake through execution
• Counsel individuals and families on estate planning objectives, wealth transfer strategies, incapacity planning, and trust structures
• Handle trust administration matters, including asset identification and valuation, preparation of beneficiary notices, coordination of trust distributions, communication with trustees and beneficiaries, and review and preparation of accountings
• Assist with probate administration and court filings as needed
• Work directly with clients to gather information, explain legal options, and guide them through the planning and administration process
• Conduct legal research related to trusts, estates, probate, and tax-related issues
• Collaborate with attorneys, paralegals, and support staff to move matters efficiently and provide exceptional client service
• Maintain organized files, manage deadlines, and handle multiple matters simultaneously

Qualifications:

Qualifications:

• J.D. from an accredited law school.
• Active license and good standing with the California State Bar.
• At least 3 years of hands-on experience in estate planning and estate administration.
• Demonstrated ability to draft and review wills, revocable trusts, irrevocable trusts, powers of attorney, and advance healthcare directives.
• Practical experience handling trust administration matters and working directly with trustees and beneficiaries.
• Working knowledge of probate procedures, filings, and related court processes.
• Strong communication skills with the ability to explain complex legal concepts clearly and effectively in client-facing settings.
• High attention to detail, sound judgment, and the ability to work independently while collaborating well in a remote or hybrid environment

Compensation

About Us

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