Experienced Estate Planning Attorney Job in Palo Alto, CA Near Me - 399339 | BCGSearch.com

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Experienced Estate Planning Attorney

Type Full-Time

Location California - Palo Alto

Job ID JTSX399339

Experience Level Midlevel Associate

Job Experience Min. 4 Years

Ranking 3 : Mostly Business $$$

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

Practice Areas Guardianship and ConservatorshipProbateEstate & Tax PlanningTrusts and Estates - General

2025-12-30 03:23:26

Job Overview

A law firm seeks an Estate Planning Attorney with at least 4 years of relevant experience to join their team in Palo Alto, CA. This role offers the chance to make a meaningful impact on clients' lives while advancing your career in a supportive and collegial environment.

Duties

  • Meet with clients to understand their goals and provide practical counsel.
  • Draft and review estate planning documents, including wills and trusts.
  • Advise on tax implications and wealth transfer strategies.
  • Assist with court actions, including probates and conservatorships.
  • Collaborate with colleagues to ensure excellent client service.
  • Oversee and mentor less experienced attorneys.

Requirements

  • Juris Doctor (JD) degree from an accredited law school.
  • Active California State Bar membership in good standing.
  • 4+ years of estate planning experience.
  • Experience in probate, conservatorship, and tax matters is a plus.
  • Strong writing, drafting, and interpersonal skills.
  • Ability to balance independent responsibility with teamwork.

Education

  • Juris Doctor (JD) degree.

Certifications

  • Active California State Bar membership.

Skills

  • Strong attention to detail.
  • Warm and personable demeanor.
  • Commitment to building lasting client relationships.

Benefits

  • Comprehensive health and dental insurance.
  • 401(k) with employer contribution.
  • Paid vacation and holidays.
  • Mentorship and professional development opportunities.
  • Supportive and collegial team culture.

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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