What are the responsibilities and job description for the Estate Planning & Trust Administration Associate Attorney position at Ocean Estate Law, PC?
You went to law school to help people. Not to review documents in the background of someone else's firm. Not to carry the overhead and stress of running your own practice. Not to bill 60 hours a week for a firm that treats you like a revenue unit.
You want to sit across from a client, understand what they've built and who they love, and help them protect it. That's estate planning done right—and that's exactly what this role is.
Ocean Estate Law is a boutique estate planning firm led by Jennifer Elliott, one of California's few State Bar Certified Specialists in Estate Planning, with over 23 years of experience and 3,500 estate plans completed. We are growing, we are organized, and we are looking for one exceptional attorney to step into the lead legal production role on our team.
This is not a document-review job. This is not a stepping stone. This is the role.
You will own client relationships from the initial design meeting through execution. You will review plans drafted by our experienced paralegal team, guide clients through their trust funding, and make sure every family we serve leaves feeling confident and cared for.
You will not be expected to bring in clients. You will not be managing staff. You will not be drowning in administrative work. You will be doing what you trained to do—excellent estate planning law—inside a firm that has the systems, the team, and the leadership to support you.
If you've ever tried running your own firm and found that the business side got in the way of the law—we see you. That experience makes you more valuable here, not less
This Role Is Ideal For You If You
You want to sit across from a client, understand what they've built and who they love, and help them protect it. That's estate planning done right—and that's exactly what this role is.
Ocean Estate Law is a boutique estate planning firm led by Jennifer Elliott, one of California's few State Bar Certified Specialists in Estate Planning, with over 23 years of experience and 3,500 estate plans completed. We are growing, we are organized, and we are looking for one exceptional attorney to step into the lead legal production role on our team.
This is not a document-review job. This is not a stepping stone. This is the role.
You will own client relationships from the initial design meeting through execution. You will review plans drafted by our experienced paralegal team, guide clients through their trust funding, and make sure every family we serve leaves feeling confident and cared for.
You will not be expected to bring in clients. You will not be managing staff. You will not be drowning in administrative work. You will be doing what you trained to do—excellent estate planning law—inside a firm that has the systems, the team, and the leadership to support you.
If you've ever tried running your own firm and found that the business side got in the way of the law—we see you. That experience makes you more valuable here, not less
This Role Is Ideal For You If You
- Have 3 years of hands-on estate planning experience and can hit the ground running
- Are comfortable with trust-centered estate plans, and have exposure to GRATs, SLATs, ILITs, IDGTs, or business entity planning (LLC/Corp a plus)
- Want direct, meaningful client interaction—not just back-office work
- Thrive inside systems and processes, and take pride in consistent, high-quality output
- Are ready to own a caseload with a clear, achievable billable target (32 hours/week)
- Want to be part of a small, collaborative, high-performing team—not an anonymous number in a large firm
- Are looking for a long-term home, not another short-term stop
- Base salary: $130,000–$150,000 (based on experience)
- Performance bonuses tied to firm growth and individual contribution
- Medical Benefits
- 401(k) with 3% employer match profit sharing, eligible after 12 months
- Paid time off and holidays
- A schedule that actually ends—Monday through Friday, 8:30 am to 5 pm. No 60-hour weeks. No weekend expectations.
Salary : $130,000 - $150,000