Estate Planning Attorney – A Career Rooted in Service, Compassion, and Meaningful Impact

The Law Office of James F. Roberts & Associates, APC
Anaheim / Orange County, CA

About Our Firm

For more than four decades, our firm has been dedicated to one mission: helping families find clarity, comfort, and peace of mind through thoughtful estate planning. As we continue to grow and prepare the next generation of leadership, we are looking for an attorney who shares a genuine desire to serve others—someone who values compassion as much as competence. Our team thrives on our core values of: integrity/honesty, compassion, teamwork, education (both client and team members, positive attitude and environment, consistency, and professionalism, and we are seeking an individual who works well with others, embraces guidance, and finds fulfillment in supporting clients through some of life’s most important decisions. If you care deeply about people, appreciate a structured and supportive environment, and want to be part of a firm built on the Golden Rule, we invite you to explore this opportunity.

Position Overview

We are seeking a full-time Estate Planning Attorney who will work directly with clients, in preparing and reviewing estate planning documents, and help guide families through both the planning and trust administration process. This role is ideal for someone who wants to practice law in a place where teamwork matters, systems matter, and clients truly come first.

Key Responsibilities

Estate Planning

• Conduct client consultations and listening-focused meetings
• Translate complex legal concepts into clear, client-friendly explanations
• Review trusts, wills, powers of attorney, and related estate planning documents
• Guide clients through asset alignment, funding instructions, and follow-up questions

Trust Administration

• Advise successor trustees during post-death administration
• Interpret trust provisions and explain legal duties in a clear, calm manner
• Oversee preparation of required notices, deeds, and administrative documents

Collaboration & Teamwork

• Work closely with experienced legal assistants and support staff
• Participate in a culture of kindness, humility, and mutual assistance
• Follow established workflows and contribute to continuous improvement

Ideal Candidate Attributes

We are looking for an attorney who:

• Genuinely wants to help people and serve families with compassion
• Communicates clearly, kindly, and professionally
• Appreciates structure, systems, and checklists
• Works well in a collaborative, team-centered environment
• Is humble, coachable, and open to guidance
• Handles sensitive family situations with patience and empathy
• Balances strong legal analysis with practical, real-world judgment
• Values a positive work culture and healthy work–life balance

Minimum Requirements

• J.D. from an accredited law school
• Active member of the California State Bar in good standing
• Experience in estate planning OR a strong interest and aptitude for learning it
• Excellent oral and written communication skills
• High attention to detail and strong organizational habits

Estate planning or trust administration experience is preferred but not required for the right candidate. Training and mentorship are available.

Compensation & Benefits

• Competitive salary (Pay range varies based on experience. Range starts at $110,000 with no estate planning experience)
• Health insurance benefits
• Paid time off and paid holidays
• 401(k) / retirement options
• Ongoing training and professional development
• Opportunities for long-term leadership growth as part of our succession plan

How to Apply

Included with your resume, please include a one to two-page cover letter sharing:

• What you find most meaningful about estate planning law.
• Why you believe our firm is the right long-term fit for you.
• What aspect of this job posting excites you the most.
• Any unique skills, attributes, or interests that you bring to our team.

We look forward to meeting the next attorney who is ready to grow, serve families with integrity, and build a fulfilling career with us.

Pay: From $110,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Work Location: In person