Estate Planning Attorney for San Francisco Office

Job Overview: A law firm seeks a dedicated Estate Planning Attorney to join its practice in the San Francisco Bay Area. This role offers a unique opportunity for a legal professional passionate about guiding clients through the intricacies of estate planning, trust administration, and related legal matters. The ideal candidate will provide exceptional client service, ensuring that complex life transitions are made easier for those seeking assistance. The firm offers a flexible work environment with remote work options and a collaborative, supportive team.

Duties:

• Advise clients on estate planning options, tailoring solutions to meet their specific needs and goals.
• Draft and review estate planning documents such as wills, trusts, and powers of attorney, ensuring timely delivery of drafts following initial client meetings.
• Maintain proactive communication with clients, addressing questions and concerns during the estate planning process.
• Oversee estate plan signing meetings and provide guidance on trust funding and ongoing maintenance.
• Conduct legal research and stay updated on estate planning laws and trends.
• Collaborate with senior attorneys on complex estate planning and trust administration matters.
• Follow firm procedures regarding client confidentiality, billing, and document management.

Requirements:

• Strong oral and written communication skills to interact effectively with clients and team members.
• Ability to build and maintain client relationships through a professional and empathetic approach.
• High level of organization and attention to detail in managing client files and legal documentation.
• Self-motivated and able to work independently, while also thriving in a team-oriented environment.
• Demonstrated work ethic, integrity, and dedication to continuous learning and professional development.
• Willingness to work flexible hours, including evenings and weekends, to accommodate client needs.

Education:

• Juris Doctor (JD) from an accredited law school.

Certifications:

• Licensed to practice law in the state of California.

Skills:

• Expertise in estate planning, with a focus on drafting and managing trusts and wills.
• Proficiency in legal research and document drafting.
• Ability to handle sensitive client matters with professionalism and discretion.
• Strong time-management skills to handle multiple cases and deadlines efficiently.

Benefits:

• 401(k) with matching contributions.
• Health, dental, vision, and life insurance.
• Paid time off (PTO).
• Flexible schedule to accommodate work-life balance.

Location:

• San Francisco Bay Area, CA.

This role offers a meaningful opportunity for legal professionals who want to make a positive impact on clients’ lives while working in a flexible, supportive environment. The firm provides tools, mentorship, and resources for growth in estate planning and trust administration.