Senior Attorney - Trusts and Estates Job in San Francisco, CA Near Me - 405940 | BCGSearch.com

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Senior Attorney - Trusts and Estates

Type Full-Time

Location California - San Francisco

Job ID 6CTR405940

Experience Level Midlevel Associate

Job Experience Min. 5 - Max. 10 Years

Ranking 2 : Consumer and/or Business $$

Estimated Salary Consumer Facing Firm Salary-Tend to Be on Lower End in Market (Varies by Firm)

Practice Areas ProbateEstate & Tax PlanningTrusts and Estates - General

2026-02-12 05:15:33

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.

Dedicated to delivering convenient and thoughtful solutions in tax, family law, and estate planning, this firm's team serves clients throughout California. A compassionate approach and diversity of experience add to the professional readiness obtained by this firm. In addition to active community involvement, this company opposes discrimination of all sorts and offers opportunities for prosperous professional growth.,

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.

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