Private Wealth Services Associate — Estate Planning, San Diego

Seeking a mid- to senior-level associate to join a large national private wealth practice in the San Diego office. The role focuses on sophisticated estate and wealth-transfer work for high-net-worth individuals and families within a collaborative, high-volume firm environment.

The position is hands-on: you will draft complex estate planning documents, manage trust and estate administrations, and work on matters that may involve multijurisdictional or cross-border considerations. The team values candidates who can produce high-quality work independently while supervising and mentoring junior attorneys.

• 4–8 years post-qualification experience in estate planning or private wealth practice
• Proven experience drafting advanced estate planning documents (e.g., revocable trusts, ILITs, SLATs, IDGTs, GRATs) and structuring wealth-transfer strategies
• Experience handling transfers of business interests, real estate, and complex entity/valuation issues
• Practical experience managing trust and estate administrations (modifications, decantings, mergers, terminations)
• Strong legal research, drafting, and supervisory skills; LL.M. in Taxation or Estate Planning preferred but not required