Job Description

Estate Planning Attorney – San Rafael, CA (Hybrid)

Reference: 148544

Build Your Estate Planning Practice with a Firm That Invests in Your Success

Are you an experienced Estate Planning Attorney looking for a collaborative firm where you can build lasting client relationships and grow your career? Join a thriving San Rafael office that's expanding its estate planning practice and offers meaningful work, exceptional support, and a clear path to partnership.

You'll have the autonomy to manage your own matters while benefiting from dedicated support staff, a team-oriented culture, and leadership committed to your long-term success.

What You'll Do

• Draft and review sophisticated estate planning documents, including trusts, wills, powers of attorney, and advance healthcare directives.
• Advise clients on customized estate planning strategies and serve as their trusted legal advisor.
• Handle trust administration matters, as applicable.
• Build and maintain strong, long-term client relationships.
• Manage matters independently while collaborating with attorneys and support staff.
• Meet an attainable annual billable target of approximately 1,300 hours, promoting a healthy work-life balance.

What You'll Bring

• Active California Bar license in good standing.
• At least 3 years of California estate planning experience.
• Trust administration experience is preferred.
• Experience advising high-net-worth individuals is a plus, but not required.
• Excellent communication, organization, and client relationship skills.
• Ability to independently manage files while working collaboratively within a team.

Compensation & Bonus

• Base Salary: $130,000–$160,000, depending on experience.
• Higher compensation available for more senior candidates.
• Productivity bonus tied to approximately 1,300 annual billable hours.
• 10% origination bonus for new business generated.
• Additional bonus opportunities available.

Hybrid Work Schedule

• Enjoy the flexibility of a hybrid schedule:
• 3 days in the San Rafael office
• 2 days working remotely

Outstanding Benefits

Employees working 30 or more hours per week are eligible for a comprehensive benefits package, including:

• Medical coverage with the firm contributing 75% of the base plan premium.
• Dental and vision insurance.
• Employer-paid short-term disability, long-term disability, basic life, and AD&D insurance.
• Health Savings Account (HSA) and Flexible Spending Accounts (FSA), including dependent care FSA.
• 401(k) with an automatic 3% employer contribution after six months.
• Paid time off starting at 10 days annually, increasing to 15 days after two years.
• 40 hours of paid sick leave each year.
• Employee Assistance Program and caregiver support resources.
• Commuter benefits and wellness initiatives.
• Education assistance programs to support your professional growth.

Why Join This Firm?

• Supportive, collaborative, and team-focused culture.
• Excellent attorney retention and long-term career development.
• Expanding estate planning practice with consistent growth.
• Dedicated administrative support so you can focus on practicing law.
• Clearly defined partnership track, with partnership eligibility in approximately three years, based on performance.

Take the Next Step

If you're looking for an estate planning practice where you can make a meaningful impact, develop lasting client relationships, and advance your career in a supportive environment, we'd love to hear from you.

Salary Range: $130,000 – $160,000

Reference: 148933

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