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Trusts and Estates Attorney

Jobot

San Jose, CA

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JOB DETAILS
SALARY
$170,000–$240,000 Per Year
SKILLS
Accounting, Attorney, Business Plan, Customer Relations, Customer Relationship Management (CRM), Develop and Maintain Customers, Estate Planning, High Net Worth, Legal, Loss Prevention, People Management, Probate, Strategic Planning, Succession Planning, Tax Regulations
LOCATION
San Jose, CA
POSTED
Today
T&E Attorney Wanted — Sophisticated Work, Strong Support, and Real Career Growth in San Jose

This Jobot Job is hosted by: Jeff Diepenbrock
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $170,000 - $240,000 per year

A bit about us:

Unique qualities of our firm:
Our personalized service: We emphasize strong attorney-client relationships. When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.
Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters. At our firm, you can efficiently handle both your personal and professional matters in one place.
Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields. Attorneys are nominated by their peers and selected based on their professional achievements and skills.
Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields. We bring to each matter our collective resources, insight, and knowledge.

Why join us?

Unique qualities of our firm:
Our personalized service: We emphasize strong attorney-client relationships. When we understand your issue in greater detail and learn your unique goals, we are able to better serve you.
Our multi-service practice: We are a multi-discipline firm that is able to serve a wide range of legal matters. At our firm, you can efficiently handle both your personal and professional matters in one place.
Our reputation: Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields. Attorneys are nominated by their peers and selected based on their professional achievements and skills.
Our resources: Our firm is backed by a team of experienced attorneys who are leaders in their respective fields. We bring to each matter our collective resources, insight, and knowledge.

Job Details

Position Overview:
We are seeking an experienced Trusts & Estates Attorney to join our San Jose office, focusing on high-net-worth (HNW) individuals and families. The ideal candidate will have a strong background in sophisticated estate planning, wealth transfer strategies, and trust administration, with the ability to manage complex client relationships and deliver tailored legal solutions.

Key Responsibilities:

Advise high-net-worth clients on estate planning strategies, including tax-efficient wealth transfer, asset protection, and charitable giving
Draft and review complex estate planning documents, including revocable and irrevocable trusts, wills, family limited partnerships, and advanced directives
Structure and implement strategies to minimize federal and state estate, gift, and generation-skipping transfer taxes
Counsel fiduciaries on trust and estate administration, including probate proceedings
Collaborate with financial advisors, accountants, and family offices to deliver integrated planning solutions
Provide guidance on business succession planning and closely held entity structuring
Stay current on evolving tax laws and estate planning techniques
Build and maintain strong client relationships, with a high level of professionalism and discretion

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com

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