Estate Planning Attorney

Job Overview

A law firm seeks an experienced Estate Planning Attorney licensed in California to join a thriving boutique practice in San Francisco, CA. The ideal candidate will have a minimum of five years of experience in estate planning and entity formation, with additional skills in trust administration and probate being advantageous.

Duties

• Manage estate planning and business matters.
• Draft comprehensive estate plans using Wealth Counsel, including CRTs.
• Analyze, advise on, and revise a wide array of estate planning documents.
• Collaborate with clients to develop and achieve their estate planning goals.
• Lead and work collaboratively with team members.

Requirements

• Licensed to practice law in California.
• Five or more years of relevant experience in estate planning.
• Strong work ethic, attention to detail, and ability to work in a small-team environment.
• Experience in managing legal assistants and paralegals.

Education

• Juris Doctor (JD) degree.

Certifications

• California State Bar License.

Skills

• Experience with entity formation, trust administration, and/or probate.
• Proficiency in Clio Manage, Wealth Counsel, and Microsoft 365.
• Adept at using Mac computers and systems.
• Remote work experience.
• Excellent command of English, including spelling, grammar, punctuation, form, and style.
• Ability to work independently and as part of a team.

Benefits

• Competitive compensation with potential for bonuses.
• Employee medical insurance.
• 401(k) and matching.
• Profit-sharing plan.
• Paid time off.
• Paid holidays, including three days at Thanksgiving and December 24 - January 1.
• Paid dues for State Bar.
• Continuing legal education.