Senior Trusts and Estates Attorney – High-Net-Worth Planning | San Francisco, CA- 393674

Job ID: 393674

Practice area:- Trusts and Estates - General

Keywords:- estate planning,trust administration,probate,wills,irrevocable trust,charitable trust,dynasty trust,power of attorney,health care directive,generation-skipping trust,testamentary trust,estate lawyer,fiduciary counsel

Senior Trusts and Estates Attorney – High-Net-Worth Planning | San Francisco, CA

A growing firm seeks a Senior Trusts and Estates Attorney in San Francisco to design advanced estate plans for high-net-worth clients. Lead complex trust administrations, draft sophisticated irrevocable trusts, and advise families on nuanced multigenerational and international planning needs.

Dedicated to delivering convenient and thoughtful solutions in tax, family law, and estate planning, this firm's team serves clients throughout California. A compassionate approach and diversity of experience add to the professional readiness obtained by this firm. In addition to active community involvement, this company opposes discrimination of all sorts and offers opportunities for prosperous professional growth.

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A highly regarded California firm is seeking an experienced Senior Trusts and Estates Attorney to join its San Francisco office. This opportunity offers direct engagement with high-net-worth clients, major responsibility in complex estate matters, and the ability to shape sophisticated planning strategies within a collaborative, growth-oriented environment. Attorneys who value autonomy, precision, and client-facing work will find this role especially rewarding.

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Key Responsibilities

• Design tailored estate plans for high-net-worth individuals

• Draft irrevocable trusts, including Crummey trusts and GRATs

• Advise on blended-family planning and international estate issues

• Manage complex trust administrations

• Conduct client intake calls and maintain strong client communication

• Perform legal research and maintain organized client files

• Mentor associate attorneys and supervise legal support staff

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Qualifications

• Juris Doctorate

• Active California Bar membership

• Expertise in Federal and California state tax law

• Prior experience leading client meetings

• Ability to manage communications and client strategy independently

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Culture & Firm Appeal

This firm is known for its client-centered approach, sophisticated tax and estate planning practice, and commitment to delivering thoughtful, customized solutions. Attorneys enjoy a respectful, inclusive environment with genuine opportunities for professional advancement. The culture emphasizes collaboration, diversity, community involvement, and a strong stance against any form of discrimination.

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Why This Role Is Unique

• Lead estate planning for high-net-worth individuals

• Work on advanced planning structures and complex trust administration

• Immediate responsibility with mentorship opportunities

• Ideal for attorneys seeking elevated client interaction and technical depth

• Strong long-term career trajectory within a respected California estate planning practice

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Call to Action

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