Estate Planning Attorney

4 days ago Be among the first 25 applicantsDELAGNES, LINDER & DUEY, LLP provided pay rangeThis range is provided by DELAGNES, LINDER & DUEY, LLP. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range$150,000.00/yr - $190,000.00/yrDirect message the job poster from DELAGNES, LINDER & DUEY, LLPDelagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco’s Financial District.We are seeking an experienced Attorney for our Estates and Trusts practice group.Preferred applicant should have between 2-5 years of substantial experience in the areas of probate, trust administration and estate and income tax planning including working with high-net worth individuals and families in designing and drafting sophisticated estate and lifetime gifting plans. Responsibilities include: representing trustees, executors, heirs and beneficiaries and managing probate and trust administrations, counseling clients as to most suitable estate plans or gifting strategies for their individual situations and drafting necessary documents to implement such plans.This position provides a great opportunity for substantial client interaction and responsibility and is an excellent opportunity for an ambitious attorney to join our dynamic, fun team and expand your experience in a fast-paced legal environment.KEY SKILLS & EXPERIENCEAdvise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategies.Draft complex estate planning documents with a high degree of independenceManage large-scale client projects, ensuring effective communication and timely completionCollaborate closely with clients and their outside advisors on wealth planning solutionsConduct legal research and stay informed on changing tax laws relevant to estate planningCan independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiariesHas a minimum of 3 years handling estate planning and trust administration for taxable estatesPossesses solid gift, estate and generation-skipping transfer (GST) tax skills, and is ready to engage with ultra-high net worth clients to design and implement complex estate freeze and charitable planning with technical precision and prepare and review estate and gift tax returnsHas proven ability to stay on top of a busy practice – including time recording, proactive deadline and matter management, and taking ownership of assigned projects – and doesn’t require supervision in these areasIs energized by participating on a dynamic team and demonstrates a genuine interest in contributing to the team’s success as a whole, including through mentorship of junior team members and development and refinement of team processesInspires the confidence of clients, intermediaries and referral sources (internal and external) who trust that they are in good handsTakes a practical approach to solving client problems, and is nimble in employing tools to implement these solutionsNever stops learning and seeking to develop skills, knowledge and understanding to better serve clientsIs highly resourceful, composed and empatheticJuris Doctor (JD) from an accredited law schoolAdmitted to and in good standing with the California BarL.L.M. in Taxation, desiredInterested candidates should submit a cover letter and resume.Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionLegalIndustriesLegal ServicesReferrals increase your chances of interviewing at DELAGNES, LINDER & DUEY, LLP by 2xInferred from the description for this jobMedical insurance401(k)Get notified about new Estate Planning Attorney jobs in San Francisco, CA.Employment and Labor Group Associate Attorney (Mid-Level)San Francisco, CA $260,000.00-$365,000.00 2 weeks agoAssociate Attorney, California Regional OfficeSan Francisco, CA $105,000.00-$123,300.00 6 days agoOakland, CA $11,644.00-$15,627.00 4 days agoSan Francisco, CA $187,000.00-$210,000.00 4 months agoDeputy City Attorney - Government Litigation - City Attorney's Office (8177)San Francisco, CA $153,140.00-$268,320.00 6 days agoE-Filing and Docketing Specialist (Attorney Resource Center)San Francisco, CA $65,000.00-$95,000.00 3 weeks agoSan Francisco, CA $190,000.00-$250,000.00 4 days agoOakland, CA $98,800.00-$131,000.00 1 week agoOakland, CA $105,000.00-$185,000.00 1 week agoTechnology Transactions Associate Attorney (Mid-Level)San Francisco, CA $120,000.00-$150,000.00 6 days agoSan Francisco, CA $120,000.00-$150,000.00 6 days agoSan Francisco, CA $11,644.00-$15,627.00 4 days ago100% Work from Home-Litigation Attorney (Defense)San Francisco, CA $140,000.00-$200,000.00 2 weeks agoLitigation/Labor and Employment AttorneyTrust and Estate Administration AttorneySan Francisco, CA $120,000.00-$160,000.00 5 days agoSan Francisco, CA $140,000.00-$180,000.00 4 days agoLand Use & Environmental Associate - Senior Associate AttorneyOakland, CA $175,000.00-$250,000.00 1 week agoSan Francisco, CA $130,000.00-$185,000.00 2 weeks agoWalnut Creek, CA $100,000.00-$200,000.00 5 months agoSan Francisco, CA $175,000.00-$220,000.00 1 day agoLarkspur, CA $130,000.00-$170,000.00 1 hour agoFinancial Transactions Attorney (In-House)San Francisco, CA $310,000.00-$365,000.00 10 months agoSan Francisco, CA $150,000.00-$160,000.00 2 weeks agoBusiness Litigation Section, Deputy Attorney General SupervisorOakland, CA $12,818.00-$17,211.00 3 days agoPrivate Bank Front Office Legal Attorney - Vice President, Assistant General CounselWe’re unlocking community knowledge in a new way. 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Created: 2025-09-17