Estate Planning Attorney Job at Robert Half (Newport Beach)

Estate Planning Attorney

We are looking for an experienced Estate Planning Attorney to expand and lead th...

Location

United States , Manalapan

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active New Jersey law license with authorization to practice in the state
At least 5 years of experience in estate planning law, including direct client advisory work
Strong background in preparing and reviewing wills, trusts, powers of attorney, and related estate planning documents
Demonstrated ability to advise clients on estate planning, wealth transfer, and related legal strategies with confidence and professionalism
Experience working collaboratively with financial professionals or multidisciplinary advisory teams
Excellent presentation and communication skills, with the ability to speak effectively in both one-on-one and group settings
Knowledge of probate, estate administration, asset protection concepts, and business succession planning
Commitment to high ethical standards, sound judgment, and a client-first approach to legal services

Job Responsibility

Direct and strengthen the firm’s estate planning function, shaping legal strategy and service delivery for clients and prospects
Deliver educational presentations on estate planning topics at public seminars and firm-sponsored events to inform attendees and build engagement
Consult with individuals and families after seminars to assess their objectives, identify planning gaps, and recommend suitable legal solutions
Partner with financial advisors to align estate planning recommendations with retirement, tax, and broader wealth management strategies
Draft and supervise the preparation of key estate planning documents such as wills, trusts, powers of attorney, healthcare directives, and related instruments
Lead clients through execution and follow-through of planning recommendations while coordinating with advisors, support staff, and paralegal resources
Build lasting client relationships by providing ongoing counsel and recommending updates as personal, financial, or legal circumstances change
Explain complex legal concepts in a clear and practical manner so clients can understand how planning choices support their overall goals
Monitor changes in estate planning, tax, and wealth transfer law to keep advice current, accurate, and strategically sound

What we offer

medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

Fulltime

Estate Planning Attorney

We are looking for an experienced Estate Planning Attorney to expand and lead th...

Location

United States , Manalapan

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active New Jersey law license with authorization to practice in the state
At least 5 years of experience in estate planning law, including direct client advisory work
Strong background in preparing and reviewing wills, trusts, powers of attorney, and related estate planning documents
Demonstrated ability to advise clients on estate planning, wealth transfer, and related legal strategies with confidence and professionalism
Experience working collaboratively with financial professionals or multidisciplinary advisory teams
Excellent presentation and communication skills, with the ability to speak effectively in both one-on-one and group settings
Knowledge of probate, estate administration, asset protection concepts, and business succession planning
Commitment to high ethical standards, sound judgment, and a client-first approach to legal services

Job Responsibility

Direct and strengthen the firm’s estate planning function, shaping legal strategy and service delivery for clients and prospects
Deliver educational presentations on estate planning topics at public seminars and firm-sponsored events to inform attendees and build engagement
Consult with individuals and families after seminars to assess their objectives, identify planning gaps, and recommend suitable legal solutions
Partner with financial advisors to align estate planning recommendations with retirement, tax, and broader wealth management strategies
Draft and supervise the preparation of key estate planning documents such as wills, trusts, powers of attorney, healthcare directives, and related instruments
Lead clients through execution and follow-through of planning recommendations while coordinating with advisors, support staff, and paralegal resources
Build lasting client relationships by providing ongoing counsel and recommending updates as personal, financial, or legal circumstances change
Explain complex legal concepts in a clear and practical manner so clients can understand how planning choices support their overall goals
Monitor changes in estate planning, tax, and wealth transfer law to keep advice current, accurate, and strategically sound

What we offer

Medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Estate Planning Attorney

A well-established Ohio firm is seeking an experienced associate (5+ years) to j...

Location

United States , Columbus

Salary:

130000.00 - 150000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as an attorney
experience in estate planning, probate, trust administration
ability to draft and review estate planning documents
knowledge of wealth transfer strategies, fiduciary considerations, and tax-efficient planning
strong client service skills

Job Responsibility

Draft and review estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
advise clients on wealth transfer strategies, fiduciary considerations, and tax-efficient planning approaches
support and lead probate and trust administration matters, including court filings, inventories/accountings, and beneficiary communications

What we offer

Bonus structure
clear and realistic path to partnership

Fulltime

Estate Planning Attorney

We are partnering with a long-standing, highly respected law firm in the Twin Ci...

Location

United States , Edina

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

J.D. from an accredited law school and admission to practice in Minnesota (or ability to obtain promptly)
Minimum of 5 years of experience in estate planning, trust administration, and probate
Demonstrated experience working with high-net-worth clients and complex estates
Strong technical knowledge of estate, gift, and generation-skipping transfer tax issues
Excellent drafting, analytical, and communication skills
High level of professionalism, discretion, and client service

Job Responsibility

Draft and implement comprehensive estate plans, including wills, revocable and irrevocable trusts, and advanced planning strategies
Advise clients on tax-efficient wealth transfer, business succession planning, and asset protection
Manage trust and estate administration matters from start to finish
Handle probate proceedings and related court filings
Build and maintain strong client relationships, particularly with high-net-worth individuals and families
Collaborate with financial advisors, accountants, and other professionals to deliver integrated solutions

What we offer

Competitive compensation and performance-based bonus structure
401(k) retirement and savings plan
Comprehensive medical, dental, and vision insurance
Group and voluntary life insurance, plus short-term and long-term disability coverage
On-site fitness center access and convenient proximity to a wide range of local amenities
Opportunity to work on sophisticated legal matters within a collaborative boutique environment

Fulltime

Estate Planning Attorney

We are looking for an experienced Estate Planning Attorney in San Rafael, Califo...

Location

United States , San Rafael

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active license to practice law in California, with preference for State Bar Certified Specialists in Trusts, Wills, and Probate
Minimum of three years of experience in estate planning, with advanced planning experience preferred
Strong knowledge of estate, gift, and income tax laws

What we offer

medical, vision, dental, life and disability insurance
401(k) plan

Estate Planning Attorney

We are looking for an experienced Estate Planning Attorney to join a respected l...

Location

United States , Plymouth

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Juris Doctor from an accredited law school
Active membership in the Massachusetts Bar in good standing
At least 5 years of concentrated experience in estate planning and trust-related legal work
Proven ability to handle matters independently from client intake through finalization of planning documents
Strong legal drafting, analytical thinking, and verbal and written communication skills
Detail-oriented and client-centered approach to legal counsel and service
Experience with estate and gift tax planning, trust administration, or probate matters is preferred
Familiarity with Massachusetts estate planning laws and practice considerations is preferred

Job Responsibility

Prepare and refine estate planning documents such as wills, trusts, powers of attorney, health care directives, and related instruments tailored to each client's needs
Guide clients through estate, gift, and wealth transfer planning options by aligning legal strategies with their family, financial, and personal objectives
Advise individuals and families on methods to preserve assets, reduce exposure to probate, and support orderly succession planning
Manage trust administration matters and provide counsel on legal considerations that arise after death, including next-step planning issues
Partner with attorneys in complementary practice areas, including business and real estate law, to address matters with overlapping legal needs
Oversee files independently from initial consultation through document execution while maintaining accuracy, responsiveness, and professionalism
Foster strong client relationships by serving as a reliable advisor throughout the planning process and responding thoughtfully to evolving circumstances

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Fulltime

Estate Planning Attorney

A growing, well‑established estate planning firm in the west metro Twin Cities i...

Location

United States , Plymouth

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 3 years of experience practicing law, with a focus on estate planning
Entrepreneurial mindset
Excellent communication and interpersonal skills to build client relationships
Juris Doctor (JD) degree and active bar licensure in the state of Minnesota, additional licensure is a significant plus

Job Responsibility

Serve as the primary driver of the client experience from initial consultation through execution, with a strong emphasis on trust‑building, education, and conversion
Lead high‑volume, consultative conversations with prospective clients—diagnosing needs, explaining planning options, and confidently guiding qualified prospects into engagement
Take ownership of estate planning strategy while leveraging a well‑trained paralegal and operations team for drafting, logistics, and file progression
Apply legal judgment to review and refine planning documents, ensuring accuracy, compliance, and alignment with each client’s goals and values
Oversee and participate in signing meetings, delivering clarity and reassurance so clients fully understand their plans and next steps
Operate with an entrepreneurial mindset—tracking outcomes, improving consultation effectiveness, and contributing ideas that enhance conversion, efficiency, and client experience
Collaborate closely within a structured, team‑based environment that prioritizes accountability, continuous improvement, and growth

What we offer

Health insurance with significant employer premium contribution
Dental and vision insurance fully covered for employees
401(k) with employer match

Estate Planning Attorney

A long-standing Seattle law firm is looking to an Associate Attorney to their Es...

Location

United States , Seattle

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Juris Doctor (JD) degree from an accredited law school with strong academic performance
Active license to practice law in the state of Washington or eligibility to obtain licensure
4+ years of experience in estate planning and trust administration
Strong drafting skills for legal documents such as wills, trusts, and tax filings

Job Responsibility

Draft and review estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
Assist clients in the administration of trusts and probate estates, ensuring compliance with relevant laws
Conduct tax research and provide support for the preparation and filing of federal and state estate tax returns
Advise clients on estate and gift tax planning, leveraging knowledge of relevant Internal Revenue Code and Treasury Regulations
Collaborate with clients to address their estate and trust concerns, offering tailored legal solutions
Manage litigation tasks such as drafting motions, conducting discovery, and preparing briefs as needed
Maintain thorough and organized documentation to support legal proceedings and client interactions
Stay updated on changes in tax laws and regulations to provide accurate and timely advice
Build and maintain strong client relationships through effective communication and exceptional service

What we offer

full healthcare coverage
401k with match
profit sharing
large bonus potential
hybrid work options
opportunity to grow your practice within the top Estate Planning team in the city

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