Senior Estate Planning Attorney

Job Overview

A law firm seeks a sophisticated estate planning and trust administration attorney in San Rafael, CA, with a minimum of 8-10 years of experience and partnership aspirations. The firm excels in estate planning, administration, corporate and business transactions, real estate, tax, and related litigation, serving high-net-worth clients.

Duties

• Confer with clients to identify objectives and concerns.
• Evaluate client situations to develop strategies using planning and administration techniques.
• Counsel clients on strategies to achieve their goals.
• Draft estate plans and trust administration documents.
• Collaborate with attorneys in other practice areas to enhance team efficiency.
• Cultivate and originate client relationships.

Requirements

• J.D. from an ABA-approved school.
• Active license with the State Bar of California.
• LL.M. in tax or estate planning preferred.
• 8-10 years of experience in estate planning, probate, and trust administration.

Education

• J.D. from an ABA-approved school.

Certifications

• Active license with the State Bar of California.

Skills

• Strong credentials and experience with mid-to-large sized firms or trusts and estates boutiques.
• Motivation to develop a thriving practice.
• Ability to work well with a team and leverage firm resources.

Benefits

• Hybrid work environment.
• Ample free parking.
• Office located near Civic Center Smart Train station.

Established in 1987, this firm offers expertise in practice areas of business, real estate, tax law, trusts and estates, and litigation. Focusing on maintaining a long-term relationship with clients, the firm provides high quality personalizes service. Taking collegial and collaborative approaches allows attorneys to develop strong strategies for legal representation. The attorneys have broad experience and knowledge which enables them to obtain desired results for clients in the most effective and efficient manner. The firm offers a competitive salary, a rewarding work environment, a great work/life balance, professional growth and opportunities, and the ability to work remotely.