CrawlJobs Logo

Estate Planning Associate

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , San Francisco

Category Icon
Category:
Legal

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

150000.00 - 220000.00 USD / Year
Save Job
Save Icon
Apply Position

Job Description:

Robert Half Legal is recruiting an Estate Planning Associate for a successful trusts, estates, and tax planning boutique law firm in San Francisco’s Financial District (near BART). This is a great opportunity for an attorney who is passionate about wealth planning and tax preparation and ready to take on a partnership track position (non-partnership career track is also possible) at an established practice serving high net worth families in the Bay Area.

Job Responsibility:

  • Wealth planning and tax preparation
  • preparing complicated estates and trusts for high net worth clients
  • preparing income tax returns, such as estate and gift tax returns (Forms 706 & 709)
  • working directly with clients
  • drafting and editing legal documents with precision and strong attention to detail
  • counseling clients effectively and managing multiple matters

Requirements:

  • 3+ years of estate planning and trust administration experience
  • Candidate with experience preparing complicated estates and trusts (e.g., GRATs, CRUTs, QTIPs, etc.) for high net worth clients is ideal
  • Preference (but not required) for LL.M in taxation, or good knowledge of generation skipping
  • Must be interested in and capable of preparing income tax returns, such as estate and gift tax returns (Forms 706 & 709)
  • Smart, intellectually curious about estate planning issues, able to work at a fast pace on a large caseload, and enjoy working directly with clients
  • Active State Bar membership required
  • At least 3 years of practice experience in trust & estate planning and probate law
  • Demonstrated ability to draft and edit legal documents with precision and strong attention to detail
  • Working knowledge of probate procedures, estate administration, deeds, and real estate transfer documentation
  • Familiarity with tax issues affecting estates, trusts, or income tax return preparation
  • Strong legal research, analytical, and written communication skills
  • Ability to counsel clients effectively and manage multiple matters

Nice to have:

  • LL.M in taxation
  • good knowledge of generation skipping
What we offer:
  • Base salary
  • great health benefits
  • up to 4 weeks PTO
  • 401k with 3% contribution upon hire (10% contribution in 2nd year)
  • annual raises
  • discretionary bonuses

Additional Information:

Job Posted:
May 16, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Estate Planning Associate

Mid-level Trusts & Estates Associate

This role focuses on advising ultra-high net worth individuals and families—incl...
Location
Location
United States
Salary
Salary:
Not provided
sterlingtonlaw.com Logo
Sterlington
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • J.D. from a top-tier law school
  • LL.M. in Taxation preferred
  • Active membership in a U.S. state bar (PA, NJ, FL, NY, CA, TX, IL, or DC preferred)
  • 3–6 years of relevant experience in trusts & estates, tax planning, or private client services
  • Strong drafting skills and deep knowledge of estate/gift tax code and regulations
  • Experience working with UHNW clients and complex asset structures
  • Exceptional judgment, discretion, and client service orientation
  • High emotional intelligence and ability to manage complex client relationships with diplomacy and tact
  • Experience advising family offices, business owners and multigenerational wealth structures
Job Responsibility
Job Responsibility
  • Advise UHNW individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters
  • Draft and review sophisticated estate planning documents, including GRATs, IDGTs, SLATs, QTIPs, and charitable trusts
  • Structure and implement wealth transfer strategies involving closely held businesses, private investments, and cross-border assets
  • Collaborate with fiduciaries, financial advisors, and tax professionals to develop integrated planning solutions
  • Provide guidance on probate, trust administration, and fiduciary income tax issues
  • Stay current on federal and state tax developments impacting private clients and wealth planning
Read More
Arrow Right

Planning Associate

Unique opportunity for an experienced Planning Associate to join a Top tier firm...
Location
Location
United Kingdom , London
Salary
Salary:
115000.00 - 145000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • An experienced solicitor with at least 3 years PQE
  • Strong understanding of English planning system and environmental regulations
  • Must possess experience of planning appeals and inquiries
  • Excellent organisation and time management skills are essential
  • Excellent communication and interpersonal skills
Job Responsibility
Job Responsibility
  • Provide guidance on planning and environmental matters related to real estate, corporate, and financing transactions
  • Conduct due diligence
  • Prepare comprehensive reports
  • Negotiate key contractual provisions such as planning and environmental warranties, indemnities, and both conditions precedent and subsequent
What we offer
What we offer
  • Agile/flexible working
  • 25 days annual leave plus bank holidays
  • Private medical insurance
  • Life insurance
  • Discounted health and wellbeing memberships
  • Fulltime
Read More
Arrow Right

Associate

An award-winning law firm based in Richmond is seeking an ambitious Associate to...
Location
Location
United Kingdom , Richmond, Greater London
Salary
Salary:
65000.00 - 85000.00 GBP / Year
https://brandonjames.co.uk Logo
Brandon James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified Solicitor or Chartered Legal Executive with 4-7 years of private client experience
  • Strong understanding of Private Wealth matters including trusts, estate planning, and probate
  • STEP qualification or working towards (desirable)
  • Excellent client care and communication skills, with a compassionate and professional approach
  • Interest in supporting team growth and external business development
Job Responsibility
Job Responsibility
  • Managing a varied caseload independently including Wills, Lasting Powers of Attorney, Estate administration, Trust creation and administration, Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning
  • Supporting clients through sensitive transitions with empathy and professionalism
  • Building long-term, trusted relationships with high-net-worth individuals
  • Assisting in the training and development of junior solicitors and trainees
  • Participating in marketing and business development initiatives to promote the Private Wealth team’s profile in Richmond and the wider region
What we offer
What we offer
  • Flexible hybrid working options
  • 28 days’ annual leave + bank holidays
  • Private medical insurance, income protection & life assurance
  • Firmwide bonus scheme & generous pension contributions
  • Career advancement within a Legal 500 recognised team
  • Fulltime
Read More
Arrow Right

Associate Attorney

Our client is confidentially seeking a new Associate Attorney with estate planni...
Location
Location
United States , Charlotte
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Possession of a law degree from an accredited institution
  • 1-2+ years of related experience
  • Knowledge and experience in Estate Planning
  • Proficiency in Probate & Estate Administration
  • Familiarity with Business laws
  • Strong negotiation and communication skills
  • Ability to work independently and in a team
  • Excellent analytical and problem-solving skills
  • High ethical standards and detail-oriented integrity
  • Ability to manage multiple tasks and meet deadlines
Job Responsibility
Job Responsibility
  • Conduct virtual reviews of estate planning documents
  • Draft and file estate planning documents and probate forms
  • Attend in-person signing appointments with clients
  • File trademark applications and various types of business agreements
  • Maintain ongoing communication with clients about the status of their legal matters
  • Occasionally travel for courthouse filings
  • Uphold legal best practices and maintain a high level of professionalism at all times
  • Use knowledge of probate and estate administration to provide legal advice
  • Apply knowledge of business laws in drafting and reviewing business agreements
  • Ensure all client information and transactions are kept confidential
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Associate Attorney

We are in search of an Associate Attorney to join our client's legal team as a f...
Location
Location
United States , Cinnaminson
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must be a Licensed Attorney with active Bar Admission
  • Proficiency in Litigation Attorney practices is required
  • Demonstrated expertise in Estate Planning and Estate Law
  • Familiarity with Trusts and Estates, Tax - Trust & Estate, Wills, Probate, and Probate & Estate Administration
  • Ability to handle Probate Law and Probate Litigation
  • Comprehensive understanding of Elder Law
  • Experience in Litigation and making Court Appearances
  • Knowledge of Civil Court procedures is essential
  • Must adhere to the highest standards of ethics and professional conduct
Job Responsibility
Job Responsibility
  • Act as a representative for clients in Chancery Division and Law Division in New Jersey and Register of Wills and Orphan's Court in Pennsylvania
  • Draft and prepare various legal documents including Wills, Estates, Power of Attorney, Living Wills, Trust, and Guardianship pleadings
  • Ensure adherence to all relevant legal standards and regulations in the practice of Elder Law and Estate Planning
  • Oversee administrative and management functions related to legal practice to ensure smooth operations and client satisfaction
  • Provide advice to clients on business and legal transactions
  • Take charge of negotiations for settlements in legal disputes
  • Lead and manage a team consisting of a paralegal and support staff regarding a client's legal needs
  • Conduct in-person consultations with clients
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • Fulltime
Read More
Arrow Right

Boutique Private Client Associate

The firm counsels ultra-high net worth clients in complex and high-stakes disput...
Location
Location
United States , New York City
Salary
Salary:
175000.00 - 215000.00 USD / Year
mlordco.com Logo
Lord Gurman & Lewis
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • About one to four years of experience in estate planning, real estate, or corporate law
  • BigLaw or equivalent background
  • Strong academic credentials
  • New York bar admission
Job Responsibility
Job Responsibility
  • Review and preparation of legal documents including wills, trusts, LLC agreements, powers of attorney, and healthcare directives
  • Drafting prenuptial and postnuptial agreements and out-of-court settlement agreements
  • Estate and trust administration matters
  • Legal research on related private client issues
What we offer
What we offer
  • Discretionary bonus
  • Collegial atmosphere with many former BigLaw attorneys
  • Sophisticated clientele and complex, high-stakes matters
  • Fulltime
Read More
Arrow Right

Senior Associate

A prestigious law firm based in Guildford is seeking a Senior Associate to join ...
Location
Location
United Kingdom , Guildford
Salary
Salary:
70000.00 - 85000.00 GBP / Year
https://brandonjames.co.uk Logo
Brandon James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified Solicitor or Chartered Legal Executive (CILEx) with experience in private client law
  • STEP qualification is highly desirable
  • Strong technical understanding across estate planning, trusts, probate, and tax matters
  • Confident managing a full caseload independently with high attention to detail
  • Empathetic, personable, and professional in supporting clients during emotionally challenging periods
  • A genuine interest in mentoring and team development
Job Responsibility
Job Responsibility
  • Manage a varied and complex caseload of private client matters, including wills, powers of attorney, inheritance tax and capital gains tax planning, estate administration, and trust creation and management
  • Advise high-net-worth individuals and families on sensitive matters such as succession planning, lifetime gifting, and estate preservation
  • Handle significant estates with professionalism, discretion, and attention to detail
  • Support and mentor junior lawyers within the team, fostering professional development
  • Contribute to marketing and business development initiatives, helping to build lasting client relationships and enhance the firm’s profile in the private client sector
What we offer
What we offer
  • Hybrid working available
  • 28 days annual leave plus bank holidays
  • Private medical insurance, income protection and life assurance
  • Firmwide bonus scheme and generous pension contributions
  • Excellent career progression with a top regional firm
  • Fulltime
Read More
Arrow Right

Estate Planning Senior Associate

High-End Boutique Firm Seeks Estate Planning Senior Associate or Junior Partner....
Location
Location
United States , Westwood
Salary
Salary:
300000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ years of estate planning experience, including advanced estate planning strategies for high-net-worth clients
  • Interest in partnership track with potential for long-term growth
  • Licensed to practice law in California
Job Responsibility
Job Responsibility
  • Advise high-net-worth clients on estate planning and gift tax strategies, implementing advanced planning to preserve wealth across generations
  • Handle complex tax planning, including charitable contributions, compensation issues, real estate exchanges, entity formation, sales, reorganizations, and marital dissolutions
  • Draft and execute core and advanced estate planning documents to minimize income, gift, estate, and generation-skipping transfer taxes
  • Guide clients on trust and probate administration, business succession planning, charitable giving, and business or real estate transactions
  • Conduct in-depth tax research and provide strategic recommendations
What we offer
What we offer
  • Anthem Blue Cross health coverage (firm-paid 100% of employee premium)
  • Simple IRA with firm matching contributions up to 3% of salary
  • 18 days (144 hours) PTO accrued annually
  • Paid parking
  • Paid State Bar membership and other professional dues
  • Pre-approved CLE
  • Opportunity to build a successful personal client book
  • Sophisticated, well-known clientele and high-touch advisory work
  • Low firm-wide billable expectations promote work-life balance
  • Mentorship from senior partners
  • Fulltime
Read More
Arrow Right