3-5 years of experience in estate planning or related field
Strong analytical and problem-solving skills
Excellent written and verbal communication abilities
Responsibilities
Draft estate planning documents with precision and clarity.
Review and refine documents based on client and team feedback.
Participate in client meetings to discuss and implement planning strategies.
Coordinate with financial advisors and accountants for comprehensive planning.
Uphold high standards in all written work and client interactions.
Benefits
100% company-paid health insurance including dental and vision
Retirement plan with employer match
Paid time off and holidays
Firm-sponsored professional development and networking events
Access to gym facilities and wellness programs
Full Job Description
Description
Position Overview-in a coastal setting
Our practice is built on a foundation of these shared principles that guide everything we do:
Beauty in what we produce: Our documents and client work are expected to be clear, precise, and thoughtfully structured. We take pride in craftsmanship.
Problem Solver: Our trust and estate matters are rarely routine. We look for people who engage with problems, think critically, and work toward clean, well-reasoned solutions.
Compassion: The clients we serve are often navigating important life decisions. Professionalism and empathy both matter.
Total Team: We operate as a team. We support each other, share responsibility for outcomes, and maintain consistent standards across the firm.
You will work directly with the firm's founder. The initial focus is execution and precision; over time, the role expands into client ownership and more complex planning.
You get to spend time being an attorney: Our operational structure and team support are designed to allow attorneys to focus on substantive legal work rather than administrative overload.
High-standard work: We routinely see estate plans from other firms during administration-and our standards are materially higher.
Direct exposure: You will work closely with the founder and see how decisions are made.
High-profile South Bay clientele: We advise successful families, business owners, and other sophisticated clients throughout the Beach Cities.
Built to scale: We already operate with the people, systems, and structure of a larger firm.
Beach Cities environment: Professional, focused, and grounded-without the downtown grind.
Compensation &Benefits
Salary: $145,000 - $185,000 (DOE)
Bonus: Opportunity to earn performance-based bonuses
Work Environment: Full-time, in-office role in Torrance (no hybrid or remote options) to support direct client engagement and seamless firm collaboration
Health Insurance: 100% company-paid Anthem Gold PPO (includes health, dental, vision, and life insurance)
Retirement: Traditional or Roth 401(k) with employer match
Time Off: PTO and holidays
Development: Firm-paid MCLE, networking events, and professional development
Wellness: Gym access and ClassPass wellness program
Responsibilities • Draft estate planning documents (revocable trusts, wills, powers of attorney, and related instruments) with high accuracy and consistency. • Review and refine documents based on detailed feedback. • Participate in client meetings and assist with implementing planning strategies. • Coordinate with financial advisors, accountants, and other professionals. • Maintain high standards across all written work and client interactions.
