Private Wealth Associate Attorney

Job Overview: A law firm in San Francisco, CA, seeks a skilled Private Wealth Associate Attorney with 2-8 years of experience in estate planning and related areas. The ideal candidate will have a strong background in sophisticated estate planning techniques, trust and estate administration, estate and gift tax matters, and charitable planning.

Duties:

• Drafting and reviewing estate planning documents, including wills, trusts, and powers of attorney.
• Advising clients on complex estate planning strategies and wealth transfer techniques.
• Handling estate and trust administration matters.
• Guiding on estate and gift tax issues.
• Developing and implementing charitable giving strategies.
• Collaborating with senior attorneys on client matters and projects.

Requirements:

• Juris Doctor (JD) degree from an accredited law school.
• Admission to the State Bar of California (active and in good standing).
• 2-8 years of experience in private wealth planning and estate administration at a reputable law firm.
• Strong academic credentials.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines effectively.
• Demonstrated commitment to client service and building strong client relationships.

Skills:

• Proficiency in estate planning software and legal research tools.
• Strong analytical and problem-solving skills.
• Attention to detail and accuracy in document preparation.
• Team player with the ability to work independently when necessary.
• Ethical and professional demeanor.

Certifications (Optional):

• Certification in Estate Planning (e.g., Certified Specialist in Estate Planning, if applicable).

As one of the largest law firms in the U.S. with more than 40 offices, it was founded in 1967. This full-service firm provides legal representation in banking and finance, blockchain, corporate, cybersecurity, energy, entertainment, environmental, food, gaming, health care, real estate, tax, hospitality, and others. This innovative law firm creates creative and efficient strategies that enable to improve predictability, provide better insights, and deliver more value. The firm is committed to diversity and appreciates all backgrounds. Having a collaborative environment, the attorneys and staff have achieved significant results in the legal community. The firm provides new associates with high-level training in client management, business development, collaboration, and cultural skills. Offering unique professional opportunities, the firm empowers attorneys at all levels to shape their paths to success. The firm has developed a strong commitment to giving back to the community and strives to make a difference by leading, volunteering, and donating to a wide range of causes. The firm has numerous recognition awards and awards for its philanthropic giving, diversity, and innovation.