Location
San Mateo
Job Type
Full-time
Posted
July 12, 2026
Job Description
Description
Key Responsibilities
As a Trust & Estate Attorney, you will:
+ Advise clients on comprehensive estate planning strategies tailored to their personal, family, and financial goals
+ Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advanced healthcare directives
+ Manage trust administration matters, ensuring compliance with fiduciary duties and applicable legal requirements
+ Handle probate proceedings from filing through final distribution of assets
+ Counsel trustees, executors, and beneficiaries on trust and estate-related issues
+ Prepare estate, gift, and trust-related documents and correspondence
+ Conduct client meetings and provide ongoing guidance regarding estate plans and administration matters
+ Collaborate with attorneys, paralegals, financial advisors, accountants, and other professionals to achieve client obj...
Key Responsibilities
As a Trust & Estate Attorney, you will:
+ Advise clients on comprehensive estate planning strategies tailored to their personal, family, and financial goals
+ Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advanced healthcare directives
+ Manage trust administration matters, ensuring compliance with fiduciary duties and applicable legal requirements
+ Handle probate proceedings from filing through final distribution of assets
+ Counsel trustees, executors, and beneficiaries on trust and estate-related issues
+ Prepare estate, gift, and trust-related documents and correspondence
+ Conduct client meetings and provide ongoing guidance regarding estate plans and administration matters
+ Collaborate with attorneys, paralegals, financial advisors, accountants, and other professionals to achieve client obj...