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Job Details

Trusts and Estate Planning Attorney

Company name
BCG Attorney Search

Experience
3-20 yrs required

Location
San Luis Obispo, CA, United States

Industry
Legal

Posted on
May 26, 2025

Profile

A law firm seeks an experienced Trusts and Estate Planning Attorney to join its highly regarded estate planning practice on the Central Coast of California. This is a rare opportunity to work within a sophisticated and well-supported legal environment without requiring a portable book of business. The firm offers a collaborative work culture, professional resources, and an exceptional quality of life.

Duties:

  • Draft comprehensive estate planning documents, including trusts, wills, and related instruments.
  • Provide personalized legal counsel and strategic advice to clients on estate planning matters.
  • Analyze and address tax implications related to estate planning strategies.
  • Oversee the administration of trusts, probates, and conservatorships.
  • Collaborate with colleagues and staff to deliver high-quality legal services.

Requirements:

  • Minimum of five (5) years of experience in trusts and estate planning law.
  • Member in good standing with the California State Bar.
  • Strong understanding of estate planning, probate, and trust administration processes.
  • Demonstrated ability to advise clients on tax implications of estate plans.
  • Exceptional legal drafting and client communication skills.

Education:

  • Juris Doctor (JD) degree from an ABA-accredited law school.

Certifications:

  • Certification as a specialist in Estate Planning, Trust, and Probate Law by the California State Bar is preferred but not required.

Skills:

  • Attention to detail with a focus on providing accurate and efficient legal solutions.
  • Strong organizational abilities and the capability to manage complex matters.
  • Excellent written and oral communication skills.
  • Collaborative mindset with the ability to work effectively in a team environment.

Benefits:

  • Comprehensive health, vision, and dental insurance.
  • Life and disability insurance coverage.
  • Generous 401(k) retirement plan.
  • Supportive administrative and IT resources to enhance efficiency.

This position offers a unique chance to join a respected firm with a robust estate planning practice while enjoying a collegial atmosphere and a balanced lifestyle.

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

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