Mid-Level Trust and Estate Transactional Associate Job in San Francisco, CA Near Me - 421542 | BCGSearch.com

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Mid-Level Trust and Estate Transactional Associate

Type Full-Time

Location California - San Francisco

Job ID 8QVN421542

Experience Level Midlevel Associate

Job Experience Min. 5 - Max. 6 Years

Ranking 4 : Medium to Large Business $$$$

Estimated Salary Highest Salary Band in the Market

Practice Areas Estate & Tax PlanningTrusts and Estates - General

2026-06-09 11:55:02

Job Overview
A law firm seeks a mid-level trust and estate transactional associate in San Francisco, California. The candidate will join the Family Wealth Planning Practice Group, focusing on sophisticated estate planning and trust administration.

Duties

  • Draft comprehensive estate plans, including wills and trusts.
  • Collaborate with senior estate planning partners.
  • Engage in complex estate and gift tax planning.
  • Participate in client meetings and projects.

Requirements

  • 5-6 years of trust and estate planning experience.
  • Experience in a law firm setting preferred.
  • California Bar admission required.
  • Strong research, writing, and communication skills.
  • High level of analytical and problem-solving skills.

Education

  • Juris Doctor from an accredited law school.

Certifications

  • California Bar admission.

Skills

  • Excellent communication and interpersonal skills.
  • Detail-oriented and organized.
  • Ability to work collaboratively in a team environment.

Benefits

  • Remote work opportunities within California.
  • Professional mentorship and career development.
  • Exposure to meaningful client projects.
  • Supportive and collegial work environment.

A California mainstay firm nationally ranked by US News in four practice areas, including construction and employment law, associates at this firm regard its flexibility, appreciation for life away from work, and genuine care for co-workers. Associates at this firm work on matters which cross domestic and international borders. As such, the firm has forged alliances with firms in national and international legal networks to provide clients with legal expertise on the ground across the United States and worldwide. Ranked by Law360 as one of the top three firms for minority partners, this firm is driven by a commitment to diversity, charitable giving, pro bono legal work, and hands-on service. Compensation at this firm is competitive with peer firms in the region.

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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