Estate Planning Attorney

Profile

Job Overview

A law firm seeks an experienced Estate Planning Attorney in San Francisco, CA. The ideal candidate will have a minimum of seven years of experience and be ready to contribute to a thriving practice. This role involves estate planning, probate, and trust administration, with opportunities to expand into entity formation.

Duties

• Manage estate planning matters.
• Draft comprehensive estate plans using Wealth Counsel.
• Analyze and revise estate planning, business formation, and probate documents.
• Collaborate with clients to achieve estate planning goals.
• Draft and review documents for business formations and dissolutions.
• Lead and collaborate with team members.

Requirements

• Licensed to practice law in California.
• Seven or more years of relevant experience in estate planning.
• Strong work ethic and attention to detail.
• Experience managing legal assistants and paralegals.

Education

• Juris Doctor (JD) degree.

Certifications

• California State Bar license.

Skills

• Experience in entity formation, trust administration, and/or probate.
• Proficiency with Clio Manage, Wealth Counsel, and Microsoft 365.
• Familiarity with Mac systems.
• Strong command of English, including spelling, grammar, and style.
• Ability to work independently and as part of a team.

Benefits

• Employee medical insurance.
• 401(k) and matching.
• Profit-sharing plan.
• Paid time off.
• Paid holidays, including Thanksgiving and December 24 - January 1.
• Paid dues for State Bar.
• Continuing legal education.

Company info

BCG Attorney Search
1750 Montgomery St Fl 1
San Francisco
California
United States 94111
Phone : (415) 464 6897
Fax : (213) 895-7306