Estate Planning Associate Attorney
- business Talent Job Seeker
- directions_car California
- workFull-time
Pay: $120,000.00 - $130,000.00 per year Why This Is a Great Opportunity Make a real difference for families by helping them protect what matters most through thoughtful wills, trusts, and complete estate plans Join a fast-growing, high-performance team with strong systems, clear expectations, and pride in delivering excellent work Clear runway for growth: strong mentorship, increasing ownership of matters, and a path toward leadership as you gain independence Work-life balance thats actually respected: no nights, no weekends, and paid time off that lets you truly recharge Competitive compensation plus performance-based bonus opportunity tied to results and revenue Location: West Covina, CA (100% on-site, Monday–Friday, 8:30 AM–5:00 PM) Note: Must have an active California Bar license and 2+ years of estate planning attorney experience, including drafting estate plans and meeting with clients to design/review their plans. About Us Were a mission- and values-driven estate planning practice built around world-class systems, exceptional client care, and a team culture rooted in integrity, humility, and service. Our work is meaningful, our standards are high, and our environment is structured, supportive, and growth-oriented. Confidential Employer. Job Description Draft, review, and revise estate planning documents (wills, trusts, powers of attorney, advance health care directives, related funding and supporting docs) Update drafts based on client feedback and ensure precision, consistency, and high-quality work product Communicate with clients and team members clearly and professionally (email, phone, and in-person) Learn and execute established SOPs and workflows to deliver a smooth, reliable client experience After training, conduct design and review meetings and guide clients through decisions with clarity and empathy Manage a caseload end-to-end within 3 months, keeping matters moving efficiently and proactively Support trust administration and probate matters as needed (depending on experience and firm needs) Qualifications Active California Bar license in good standing 2+ years of estate planning attorney experience (must include drafting estate plans and meeting with clients to review/design plans) Strong drafting skills and sharp attention to detail (you catch issues before they become problems) Comfortable working in a structured, systems-based environment with clear expectations and accountability Client-friendly communication style: you can explain concepts simply without confusing legal jargon Able to manage a steady pace and multiple matters while staying calm and organized WealthCounsel experience is a plus Trust administration and probate experience is preferred Mandarin and/or Cantonese fluency is a plus (not required) Why You Will Love Working Here Youll be part of a team that cares deeply about doing things the right way—excellent work product, a consistent client experience, and a culture that supports growth. We invest in training, provide strong systems, and reward performance. If youre disciplined, humble, and eager to build real expertise in estate planning with a team that values balance and purpose, youll feel at home here. JPC-708 Job Type: Full-time Benefits: Dental insurance Paid time off Retirement plan Vision insurance
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Job ID: 10418636 / Ref: 6013afddac6621c9abceea6bde747eaa