Trusts & Estates Attorney (Seasoned / Senior-Level)
Location: Sherman Oaks/Hybrid Schedule
Experience: Seasoned attorney with solid, demonstrated experience in trust & estate law
Firm Type: Boutique trust & estate planning firm serving high-net-worth clients
We’re a small, close-knit Trusts & Estates planning firm seeking an experienced attorney to join our team. Our clients are primarily high-net-worth individuals and families with complex, multi-generational wealth transfer needs. This is an opportunity to do sophisticated planning work with real client contact and autonomy.
What You’ll Do
- Advise high-net-worth individuals and families on comprehensive estate and trust planning strategies
- Draft and structure wills, revocable and irrevocable trusts, powers of attorney, and related estate planning documents
- Design tax-efficient wealth transfer strategies, including gifting strategies, GRATs, ILITs, Dynasty Trusts, and other advanced planning vehicles
- Handle trust administration matters, including probate and trust funding
- Work directly with clients, financial advisors, and accountants as part of a coordinated planning team
- Stay current on changes in estate, gift, and generation-skipping transfer tax law
What We’re Looking For
- Solid, demonstrated experience in trusts & estates law
- Trust administration experience
- Active bar admission in California
- Strong technical drafting skills and sound judgment on complex, high stakes matters
- Excellent client-facing communication — comfortable being a trusted advisor, not just a document drafter
- Self-starter who thrives with autonomy and wants ownership over client relationships
Love to Have (Not a Deal Breaker)
- Tax background (LL.M. in Taxation or CPA a plus)
- Charitable giving planning experience (private foundations, CRTs, CLTs, donor-advised funds)
- Business succession planning experience
- Experience working alongside financial advisors, wealth managers, or family offices
- Existing book of business or client referral network
Why Join Us
- Small firm with direct access to partners and real influence over how the practice runs
- Meaningful client relationships from day one
- Hybrid schedule
- Annual salary between $150K and $235K, bonus structure, benefits, partnership track, CLE/bar dues coverage, etc.
To Apply
Send resume, referrals, and brief cover letter to [email protected]. We will consider only those applicants who have practiced as T&E lawyers for at least five years, preferably in California.
Pay: $150,000.00 - $235,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Application Question(s):
- Have you practiced as a T&E attorney for 5 years or more
Work Location: Hybrid remote in Sherman Oaks, CA 91403
