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Senior Estate Planning Attorney

bareinsights
Posted 12 hours ago, valid for 14 days
Location

Los Angeles, Los Angeles, CA

Salary

$200,000 - $350,000 per year

Contract type

Full Time

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Sonic Summary

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  • This senior-level position is within the estate planning practice group of a mid-size law firm in Los Angeles.
  • Candidates should have 10–20 years of experience in sophisticated trust and estate planning, with a salary range of $200,000 to $350,000 annually, based on experience.
  • The role involves transitioning high-net-worth client relationships and managing complex estate planning matters, including trust structures and tax planning.
  • Responsibilities include advising clients, drafting estate planning documents, and mentoring junior associates within the practice group.
  • The firm prefers candidates located in the greater Los Angeles area, with no visa sponsorship available.

About the Role

This is a senior-level succession hire within the estate planning practice group of a stable, collegial mid-size law firm in Los Angeles. You will step directly into an existing book of high-net-worth client relationships transitioning from a retiring shareholder, with a clear and demonstrated path to shareholder yourself. The role is as much about relationship stewardship as it is legal expertise.

What You'll Do

  • Take ownership of transitioning client relationships from a retiring shareholder, ensuring continuity of trust and service quality.

  • Handle sophisticated estate planning matters including complex trust structures, high-net-worth estate and gift tax planning, and advanced wealth transfer strategies.

  • Advise clients directly on trust and estate administration, business succession planning, and California property tax issues.

  • Draft advanced estate planning documents and manage ongoing client advisory relationships independently.

  • Mentor and develop junior associates within the estate planning practice group.

  • Collaborate with senior attorneys and firm leadership to grow and strengthen the practice area.

What We're Looking For

  • JD from an accredited law school with active California State Bar membership (required).

  • 10–20 years of experience in sophisticated trust and estate planning at the senior associate, counsel, or shareholder level.

  • Demonstrated experience with complex trust structure drafting and estate and gift tax planning strategies.

  • Direct client advisory experience managing relationships for high-net-worth individuals.

  • Knowledge of California property tax issues and their estate planning implications.

  • Experience with trust administration and business succession planning.

  • Background at a mid-size or large full-service law firm is a strong plus.

  • Experience mentoring or supervising junior associates.

  • LLM in Taxation preferred but not required.

  • Proficiency with legal research platforms (e.g., Westlaw, LexisNexis) and standard office productivity tools.

  • Currently located in the greater Los Angeles area strongly preferred; relocation considered for exceptional candidates.

  • No visa sponsorship available.

Compensation & Benefits

  • Salary: $200,000 – $350,000 annually, commensurate with experience.

  • 401(k) with profit-sharing contribution (firm-contributed regardless of employee contribution).

  • Manageable billable hour expectations relative to large firm standards.

  • No visa sponsorship available.

Location

Hybrid arrangement based in Los Angeles, California. Office presence is expected, with flexibility that develops over time. Candidates in the greater Los Angeles area strongly preferred.




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