Trust & Estate Associate Attorney

Company: Orion Placement
Location: San Francisco
Posted on: February 15, 2026

Job Description:

Job Description Job Description Pay: $225,000.00 - $250,000.00 per year Why This Is a Great Opportunity Join a nationally recognized Trust & Estate practice advising high-net-worth individuals and families on complex wealth planning matters Work on sophisticated estate planning, trust administration, and tax-driven strategies with meaningful client interaction Be part of a collaborative, entrepreneurial firm that values expertise, initiative, and long-term career development Strong compensation for the California market with exposure to complex, high-impact matters Clear opportunity to deepen technical skills while building trusted client relationships Location On-site in San Francisco, California — work closely with partners, clients, and advisors in a highly sophisticated private wealth practice. Note This role requires an active California bar license and 3 years of estate planning and trust administration experience. Primarily on-site with some hybrid flexibility depending on the team. Fully remote is not available. About Our Client Our client is a nationally recognized law firm with a strong reputation in private wealth, taxation, and estate planning. They combine the resources and reach of a large national platform with a collegial, boutique-style culture that emphasizes collaboration, mentorship, and meaningful client relationships. Job Description Draft estate plans for high-net-worth clients, including matters involving complex family structures Assist with restatements of existing estate plans and funding of revocable trusts Handle trust administration matters, including division of irrevocable trusts into sub-trusts Draft pleadings and manage probate court cases Coordinate with tax litigators, valuation experts, accountants, trustees, and appraisers Review and negotiate fee agreements with experts and fiduciaries Draft indemnity agreements and support valuation and tax planning efforts Review federal gift and estate tax returns and support tax-driven planning strategies Conduct detailed legal research and prepare high-quality written work product Must have big law firm experience Qualifications Juris Doctor (JD) required Active license to practice law in the State of California 3 years of experience in estate planning and trust administration Experience working with high-net-worth individuals and families Foundational knowledge of federal gift, estate, income, and California property tax planning Strong academic record and analytical skills Large law firm experience strongly preferred Admission to U.S. Tax Court is a plus LLM in Taxation is a plus but not required Why Youll Love Working Here Sophisticated private wealth work with nationally recognized practitioners Direct client interaction and meaningful responsibility Collaborative, collegial culture that values expertise and teamwork Strong compensation and benefits aligned with the California market Long-term career growth within a respected national platform Compensation & Benefits The salary range for this California-based position is $225,000 to $250,000 , with compensation determined based on experience, education, licensure, and business needs. It is not typical to be hired at the top of the range. Compensation increases are merit-based and consider factors such as quality of work, billable hours, pro bono involvement, business development efforts, recruitment activities, and firm participation.Benefits include comprehensive health, dental, and vision coverage; health savings and spending accounts; dependent care options; life and disability insurance; retirement savings programs; financial well-being resources; family-building benefits; wellness initiatives; employee assistance programs; commuter benefits; a 529 college savings plan; and access to firm-wide programs supporting physical, mental, and financial health. JPC-612 Job Type: Full-time Benefits: Dental insurance Paid time off Retirement plan Vision insurance

Keywords: Orion Placement, Modesto , Trust & Estate Associate Attorney, Legal , San Francisco, California