Job Description

Attorney – Estate Planning – San Rafael

A fantastic opportunity is available for an Estate Planning Attorney to join a San Rafael office in support of anticipated growth. This position is intended for an attorney who can independently manage estate planning matters while building and maintaining strong client relationships.

The role offers a structured environment with dedicated support staff, a collaborative culture, and a clearly defined path toward long-term advancement.

Draft and review estate planning documents, including trusts and wills

Provide ongoing client counsel and relationship management

Handle trust administration matters as applicable

Work independently while collaborating with internal team members

Meet billable expectations of approximately 1,300 hours annually

Qualifications:

Active California Bar license in good standing

Minimum 3 years of estate planning experience in California

Trust administration experience preferred

Experience working with high-net-worth clients is beneficial but not required

Strong communication and client management skills

Demonstrated ability to work independently

Compensation & Bonus Structure:

Base salary range: $130,000 – $160,000 for target candidates

Higher compensation available for more senior attorneys

Bonus tied to productivity (approximately 1,300 billable hours annually)

10% origination bonus

Additional bonus structure details to be confirmed

Work Arrangement:

Hybrid schedule: 3 days in-office, 2 days remote

Benefits:

Eligibility for employees working 30+ hours per week, with dependent coverage available

Medical plans with 75% employer contribution toward base plan and flexibility across plan options

Dental and vision coverage available

Employer-paid short-term disability, long-term disability, and basic life and AD&D insurance

Health Savings Account (HSA) and Flexible Spending Accounts (FSA), including dependent care FSA

401(k) with automatic 3% employer contribution after 6 months

Paid time off starting at 10 days annually, increasing to 15 days after two years

40 hours of sick leave annually

Employee Assistance Program and caregiver support resources

Commuter benefits and wellness programs

Education assistance programs

Growth & Culture:

Collaborative and supportive work environment

Strong retention across the organization

Growth-driven hiring strategy

Defined partnership track with eligibility after approximately 3 years, based on performance

Salary Range: $130,000 – $160,000

Reference: 148544

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