Trusts and Estates Partner Job in San Francisco, CA Near Me - 414319 | BCGSearch.com

Search Insights & Resources

Search Attorney Jobs

Browse jobs

Trusts and Estates Partner

Type Full-Time

Location California - San Francisco

Job ID 3G9Z414319

Experience Level Councel/Income Partner

Job Experience Min. 20 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas ProbateEstate & Tax PlanningTrusts and Estates - General

2026-04-13 02:29:49
Save
← Back to Listings

Job Overview

A law firm seeks an experienced Trusts and Estates Partner with a portable book of business to join their practice in San Francisco, CA. The ideal candidate will have a strong foundation in estate planning and trust law and will be adept at managing complex legal and financial situations.

Duties

  • Develop comprehensive estate plans tailored to clients' specific needs and goals.
  • Advise clients on tax implications and strategies to minimize tax liabilities.
  • Handle the probate process, including court proceedings and asset distribution.
  • Manage and administer trusts in compliance with applicable laws.
  • Identify and pursue business development opportunities.

Requirements

  • 20 years of experience with high net worth families and complex estate planning.
  • Strong foundation in estate planning and trust law.
  • Proficiency in succession planning, fiduciary accounting, and tax preparation.
  • Excellent communication and analytical skills.
  • Precision in drafting legal documents.
  • Discretion in handling sensitive information.

Education

  • Juris Doctor from an ABA accredited law school.

Certifications

  • Licensed and in good standing to practice law in the state of CA.

Skills

  • Strong analytical and problem-solving skills.
  • Excellent communication skills.
  • Ability to actively listen and provide aligned legal advice.

Benefits

  • Engagement in community initiatives with paid time off.
  • Supportive and balanced work culture.
  • Opportunities for professional growth and development.

This firm's practice areas include Business and Real Estate Transactions, Business Crimes Defense, Civil Litigation, Family Law, and Tax.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

Date Last Confirmed

04-13-2026

Similar Jobs Near Me

View All Listings

Trusts and Estates Associate
 California - San Francisco

Job Overview A law firm seeks a highly skilled Trusts and Estates Associate to join their team in San Francisco, CA. This role offers an exceptional opportunity for a senior-level associate or counsel with expertise in estate planning, wealth transfer strategies, and post-death trust and estate administration to work with high-net-worth individuals....

View Job Post

Associate - Family Wealth
 California - San Francisco

Top Ranked by BCG

Job Overview A law firm seeks an associate with 4-7 years of experience to join their Family Wealth practice in San Francisco. The role involves working with a diverse client base, including high-net-worth individuals and families, primarily in California's technology, real estate, finance, and food and beverage industries. The candidate will s....

View Job Post

Senior Trusts and Estates Litigation Attorney
 California - San Francisco

Job Overview A law firm seeks a Senior Trusts and Estates Litigation Attorney in San Francisco, CA. The ideal candidate will have over six years of recent civil litigation experience, with a preference for probate and trust litigation. This role offers opportunities for career growth and a partner-track for those with a portable book of business. D....

View Job Post