Senior Attorney - Trusts and Estates

Profile

Job Overview

A law firm seeks a Senior Attorney - Trusts and Estates in San Francisco, CA. This role involves managing estate planning, trust formation, probate proceedings, fiduciary representation, and related legal matters. The position requires advanced legal judgment, leadership skills, and the ability to oversee complex caseloads efficiently.

Duties

• Draft and review estate planning documents, including wills and trusts.
• Prepare and supervise probate petitions and fiduciary accountings.
• Represent clients in probate court and trust litigation matters.
• Manage a diverse caseload and develop case strategies.
• Serve as the primary point of contact for clients, advising on legal strategies.
• Conduct legal research and analyze financial data.
• Appear in court for hearings and lead settlement negotiations.
• Provide mentorship and training to associates and staff.

Requirements

• Minimum 5-10 years of experience in trusts and estates practice.
• Active Member of the State Bar of California.
• Experience with law firm client management software preferred.
• Advanced legal research, writing, and analytical skills.
• Strong professional judgment and reliability.

Education

• Juris Doctor (JD) degree required.
• Advanced law degree or specialization in practice area preferred.

Certifications

• Active State Bar of California membership.

Skills

• Proficiency in MS Office and law firm practice management software.
• Excellent communication and strategic problem-solving skills.
• Ability to handle sensitive client information with discretion.

Benefits

• Competitive benefits package.
• Opportunities for professional development and growth.

Company info

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