Estate Planning Attorney

Profile

Job Overview

A law firm seeks a talented Estate Planning Attorney licensed in California to join their team in Fremont, CA. The ideal candidate will manage estate plan preparation, provide strategic advice, and simplify complex legal processes for clients.

Duties

• Interact with clients to understand their estate planning needs.
• Oversee staff in document signing and notarization.
• Draft and review estate planning documents, including wills and trusts.
• Prepare deeds and manage trust transfers.
• Conduct legal research and summarize findings.
• Collaborate with the legal team to support client objectives.

Requirements

• Licensed attorney in California with estate planning experience.
• Proficient in Word and Wealth Counsel software.
• Ability to work independently and manage a caseload.
• Strong interpersonal and communication skills.
• Adaptable to a fast-paced environment.

Education

• Juris Doctor (JD) degree.

Certifications

• California Bar License.

Skills

• Exceptional verbal, analytical, and writing skills.
• Ability to work both independently and as part of a team.

Benefits

• 401(k) plan.
• Health, dental, and vision insurance.
• Paid time off and holidays.

Company info

BCG Attorney Search
228 Hamilton Ave, 3rd Floor
Palo Alto
California
United States 94301
Phone : (650) 752-1500
Fax : (213) 895-7306