Overview In this role you will advise high-net-worth clients on wealth transfer and tax-sensitive planning, draft key estate planning documents, and guide business succession. You will work directly with clients and collaborate with the firm to support a clear path toward partnership. The position offers substantial client contact, mentorship, and a culture focused on balance and long-term careers. You contribute to sophisticated estate planning at a respected Southern California firm, building a meaningful practice. Compensation / BenefitsMedical coverage with family optionsDental coverage401(k) with discretionary profit-sharingPTO + Sick leaveQuarterly billable-hour bonusesYear-end discretionary bonus ResponsibilitiesMeet with clients to develop and implement estate planning strategiesDraft revocable and irrevocable trusts, wills, powers of attorney, and related documentsAdvise on wealth preservation, asset protection, and business successionDraft corporate governance and related business entity documentsReview financial records and participate in tax-sensitive planningAssist clients with trust administration and post-death planning Key requirementsExperience in estate planning with high-net-worth clientsAbility to draft trusts, wills, and powers of attorneyStrong client-relations and communication skillsKnowledge of wealth preservation, asset protection, and business successionstrong client-relationsmentorship mindsetteam collaborationestate planning draftingtrust administrationtax-sensitive planning
Not specified in the original listing.
Not specified in the original listing.
Robert Half is a global talent solutions and business consulting company specializing in staffing and recruitment for accounting, finance, financial services, technology, administrative, customer support, marketing and legal professionals. Founded in... Read More