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Estate Planning Attorney

Robert Half Legal

Newport Beach, CAJob$150–225K/yrPosted 2mo agoSeen in employer's feed 3 days ago

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At a glance

Compensation
$150–225K/yr
Location
Newport Beach, CA
Work Authorization
US work authorization required

Requirements

Credentials this posting asks for.

Licensed With California State Bar

Job overview

Robert Half Legal is hiring an Estate Planning Attorney. The Estate Planning Attorney will work directly with clients on complex wealth transfer strategies, trust and estate planning matters, business succession planning, and related tax-sensitive issues. This position offers substantial client interaction, mentorship, and a clearly defined path toward partnership for attorneys seeking a long-term career home. The firm emphasizes a positive work culture with low billable expectations.

Key focus areas include Meet directly with clients to develop and implement estate planning strategies, Draft revocable and irrevocable trusts, wills, powers of attorney, and related estate planning documents, and Advise clients regarding wealth preservation, asset protection, and business succession planning matters.

Successful candidates bring 3+ Years Of Estate Planning Experience, Licensed With California State Bar, and In Good Standing With California State Bar. Preferred (not required): Wealth Transfer Strategies, Trust And Estate Planning, Business Succession Planning, and Tax-Sensitive Issues.

Skills & qualifications

RequiredNice to have

Skills

Wealth Transfer StrategiesTrust and Estate PlanningBusiness Succession PlanningTax-Sensitive IssuesClient InteractionDraft Revocable and Irrevocable TrustsDraft WillsDraft Powers of AttorneyWealth PreservationAsset ProtectionDraft Corporate Governance DocumentsReview Financial RecordsTrust AdministrationPost-Death Planning

Qualifications

3+ Years of Estate Planning ExperienceLicensed With California State BarIn Good Standing With California State BarLegally Authorized to Work in the United States

Benefits

Medical Insurance
Dental Insurance
401(k) Match
Paid Time Off
Vision Insurance

Full job description

Description

Multi-Office Law Firm Seeks Estate Planning Attorney: LOW BILLABLES

The Estate Planning Attorney will work directly with clients on complex wealth transfer strategies, trust and estate planning matters, business succession planning, and related tax-sensitive issues. This Estate Planning Attorney position offers substantial client interaction, mentorship, and a clearly defined path toward partnership for attorneys seeking a long-term career home. PEOPLE LOVE THE WORK CULTURE--LOW BILLABLES, FRIENDLY GROUP WHERE PEOPLE HAVE FAMILIES & LIVES OUTSIDE OF WORK!

  • Meet directly with clients to develop and implement estate planning strategies.

  • Draft revocable and irrevocable trusts, wills, powers of attorney, and related estate planning documents.

  • Advise clients regarding wealth preservation, asset protection, and business succession planning matters.

  • Draft corporate governance and related business entity documents.

  • Review financial records and collaborate on tax-sensitive planning strategies.

  • Assist clients with trust administration matters and post-death planning issues.

Hours: ~1500 hours/year

Perks:

  • Sophisticated estate planning matters involving high-net-worth and ultra-high-net-worth clients.

  • Significant client contact and relationship-building opportunities.

  • Formalized partnership track and attorney development program.

  • Lifestyle-focused practice with manageable billable expectations.

  • Established and highly respected firm with a strong reputation in the Southern California legal community.

  • Exceptional culture with extremely low turnover.

  • We have successfully placed more than 10 attorneys and legal professionals with this firm over the years, and nearly all remain with the organization today.

  • Strong long-term growth potential for attorneys interested in developing a book of business and becoming a future partner.

Salary:

$150,000 - $225,000

  • Quarterly billable-hour bonuses.

  • Year-end discretionary bonus.

Benefits:

  • Medical coverage with multiple plan options for families. Dental coverage for employees.

  • 401(k) with discretionary profit-sharing contribution.

  • PTO + SICK

TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]

Requirements

  • 3+ years of Estate Planning experience.

  • Licensed and in good standing with the California State Bar.

TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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