Why This Is a Great Opportunity

• Make a real difference for families by helping them protect what matters most through thoughtful wills, trusts, and complete estate plans
• Join a fast-growing, high-performance team with strong systems, clear expectations, and pride in delivering excellent work
• Clear runway for growth: strong mentorship, increasing ownership of matters, and a path toward leadership as you gain independence
• Work-life balance that’s actually respected: no nights, no weekends, and paid time off that lets you truly recharge
• Competitive compensation plus performance-based bonus opportunity tied to results and revenue

Location: West Covina, CA (100% on-site, Monday–Friday, 8:30 AM–5:00 PM)

Note: Must have an active California Bar license and 2+ years of estate planning attorney experience, including drafting estate plans and meeting with clients to design/review their plans.

About Us

We’re a mission- and values-driven estate planning practice built around world-class systems, exceptional client care, and a team culture rooted in integrity, humility, and service. Our work is meaningful, our standards are high, and our environment is structured, supportive, and growth-oriented. Confidential Employer.

Job Description

• Draft, review, and revise estate planning documents (wills, trusts, powers of attorney, advance health care directives, related funding and supporting docs)
• Update drafts based on client feedback and ensure precision, consistency, and high-quality work product
• Communicate with clients and team members clearly and professionally (email, phone, and in-person)
• Learn and execute established SOPs and workflows to deliver a smooth, reliable client experience
• After training, conduct design and review meetings and guide clients through decisions with clarity and empathy
• Manage a caseload end-to-end within 3 months, keeping matters moving efficiently and proactively
• Support trust administration and probate matters as needed (depending on experience and firm needs)

Qualifications

• Active California Bar license in good standing
• 2+ years of estate planning attorney experience (must include drafting estate plans and meeting with clients to review/design plans)
• Strong drafting skills and sharp attention to detail (you catch issues before they become problems)
• Comfortable working in a structured, systems-based environment with clear expectations and accountability
• Client-friendly communication style: you can explain concepts simply without confusing legal jargon
• Able to manage a steady pace and multiple matters while staying calm and organized
• WealthCounsel experience is a plus
• Trust administration and probate experience is preferred
• Mandarin and/or Cantonese fluency is a plus (not required)

Why You Will Love Working Here

You’ll be part of a team that cares deeply about doing things the right way—excellent work product, a consistent client experience, and a culture that supports growth. We invest in training, provide strong systems, and reward performance. If you’re disciplined, humble, and eager to build real expertise in estate planning with a team that values balance and purpose, you’ll feel at home here.

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