Senior Estates and Probate Attorney

Profile

Job Overview:
A well-established law firm is seeking an experienced Senior Estates and Probate Attorney with 7+ years of expertise in estate planning and probate law. This position offers a dynamic, autonomous work environment where the attorney will receive a substantial portion of work through the firm’s lead generation and marketing channels, while also being expected to generate a portion of their own business. The firm offers a competitive compensation and incentive structure along with a focus on work-life balance, collaborative culture, and professional development.

Location:

• Boise, ID

Duties:

• Advise clients on estate planning strategies, including structuring assets to minimize taxes and maximize asset protection.
• Draft wills, trusts, powers of attorney, and other estate planning documents.
• Assist clients with probate, trust, and estate administration matters.
• Help clients plan for incapacity through the use of advance directives.
• Collaborate with clients’ financial advisors and insurance agents to create comprehensive estate plans.
• Review existing estate plans and recommend necessary changes or updates.
• Educate clients on estate planning topics, including gift giving, charitable giving, and asset protection.
• Stay current with developments in estate planning law and advise clients accordingly.
• Provide guidance and serve as a resource for clients' family members and other advisors.
• Handle litigation matters related to estate planning, such as will contests and trust disputes.
• Represent clients in court when necessary.
• Meet all quarterly collection requirements and participate in the firm’s Attorney Bonus Program.

Requirements:

• At least 7-10 years of experience practicing estate planning and probate law.
• Excellent writing and interpersonal skills.
• Proven expertise in drafting estate planning documents such as wills, trusts, and powers of attorney.
• Juris Doctor (J.D.) from an accredited law school.
• Admission (or eligibility for reciprocal admission) to the state bar in the state of practice.
• Ability to work independently and manage a caseload with minimal supervision.
• Self-driven, with the ability to generate billable work and maintain client relationships.
• Experience in handling complex estate planning and probate cases, including litigation matters.

Education, Certifications, and Skills:

• Juris Doctor (J.D.) from an accredited law school.
• Admission to the state bar in which the attorney intends to practice.
• 7-10 years of legal experience with a focus on estate planning, probate, and trust administration.
• Fluency in estate planning concepts, including tax strategies, asset protection, and advanced directives.
• Strong analytical, drafting, and communication skills.

Benefits:

• Medical, dental, vision, and life insurance.
• 401(k) retirement plan with company matching.
• Unlimited Paid Time Off (PTO) for vacation and sick days.
• Paid Federal Holidays.
• Paid Volunteer Time Off (VTO) - Up to 16 hours annually.
• Opportunity for professional growth and cross-training within the organization.
• Participation in the Attorney Bonus Program based on performance.
• Equal pay for equal work and a commitment to work-life balance.
• Collaborative and supportive work environment with ample opportunities for client interaction and business development.

Company info

BCG Attorney Search
10537 Santa Monica Blvd., Suite 301
Century City
California
United States 90025
Phone : (310) 444 0000
Fax : (213) 895-7306