Senior Estate Planning Attorney - (San Diego, Orange County)
Mercer Advisors · Newport Beach; San Diego
Posted 23 days ago
or apply directly on Mercer Advisors's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 23 days Mercer Advisors's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- No 0% of Mercer Advisors's roles list one
- Ghost-job risk at Mercer Advisors
- high 52 stale, 5 reposted of 104 open
- Hiring momentum
- 167 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Mercer Advisors's own greenhouse board since 2026-08-03. Full hiring picture for Mercer Advisors.
About this role
The Senior Estate Planning Attorney will serve as an in-house resource for estate planning, focusing on ultra-high-net-worth clients. Responsibilities include reviewing estate planning documents, advising on tax strategies, drafting legal documents, and mentoring junior staff. The role also involves business development activities such as networking and leading presentations.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Mercer Advisors as an employer.
What you need
- Juris Doctor (JD)
- Licensed to practice law in at least one state
- 8-12 years legal experience in estate planning
- Proven track record of handling planning matters for high net worth clients
- Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients
- Ability to travel up to 25%
Nice to have
- LL.M. in Taxation or Estate Planning strongly preferred
What you get
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
Worth weighing
- Hybrid work environment may require flexibility in hours
- Role involves significant client interaction and business development responsibilities
- No specific mention of ongoing professional development opportunities
Summarised from Mercer Advisors's posting. Read the full original.
Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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