Estate Planning & Trust Administration - Senior Associate Attorney or Junior Partner

Job Overview

A law firm seeks a highly skilled Senior Associate or Junior Partner in San Francisco, CA, with significant experience in estate and wealth planning, trust and estate administration, and business succession planning. The ideal candidate will provide tailored legal solutions to high-net-worth individuals, families, and business owners, balancing technical precision with practical considerations.

Duties

• Advise on complex estate and wealth transfer strategies.
• Manage asset protection structures and trust administration.
• Oversee business succession planning.
• Develop charitable and philanthropic strategies.
• Draft and implement various planning documents.
• Collaborate with CPAs, wealth advisors, and family office teams.
• Assist with family governance and multigenerational planning.
• Identify and advise on tax issues.
• Conduct legal and financial audits of client structures.

Requirements

• J.D. from an accredited law school; strong academic record.
• 7+ years of relevant experience in estate planning and trust administration.
• Deep knowledge of federal estate, gift, and generation-skipping transfer tax rules.
• Proven ability to work with high-net-worth clients.
• Excellent drafting and communication skills.
• Experience with complex family dynamics.
• Self-starter in a fast-paced, collaborative environment.

Education

• J.D. from an accredited law school.

Certifications

• Active bar license in any U.S. jurisdiction; California or Arizona preferred.

Skills

• Advanced estate planning and tax techniques.
• Strong analytical and verbal communication skills.
• Experience with asset protection and entity structuring.
• Background in accounting or finance is a plus.

Benefits

• Comprehensive benefits package including personal time off and firm-paid holidays.
• Medical, dental, and vision insurance.
• 401(k) plan.