Estate Planning Associate Attorney

Title: Estate Planning Associate Attorney

Job Overview: A prominent law firm located in San Ramon, is seeking an experienced Estate Planning Associate Attorney to join its growing team. The successful candidate will play a key role in delivering high-quality legal services to clients in the areas of estate planning, wills, trusts, and probate. This position offers an opportunity to work in a dynamic, client-focused environment, with production-based incentives and ample growth potential.

Duties:

• Provide legal counsel to clients regarding estate planning strategies, including the drafting of wills, trusts, and related documents.
• Assist clients with the probate process and the administration of estates.
• Collaborate with senior attorneys and support staff to provide seamless client service.
• Research legal issues and develop strategies to address client needs.
• Maintain accurate and detailed client records.
• Represent clients in meetings, negotiations, and other legal proceedings as required.
• Contribute to the growth and development of the practice through client acquisition and retention.

Requirements:

• Active Bar License in the State or eligibility to be licensed.
• Should have 5 years of experience.
• Proven ability to manage multiple tasks while maintaining attention to detail.
• Strong interpersonal and communication skills.
• Ability to work effectively both independently and as part of a team.
• Client-focused mindset with a dedication to excellent customer service.
• Previous experience in estate planning is preferred but not required.

Education:

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

Certifications:

• Bar License (or eligibility to obtain).

Skills:

• Strong written and verbal communication skills.
• Excellent analytical and problem-solving abilities.
• Proficient in legal research and drafting.
• Detail-oriented with strong organizational skills.
• Ability to build and maintain client relationships.

Benefits:

• Paid time off (PTO).
• Opportunity for professional growth and advancement.
• Production-based incentives.

Location:

• San Ramon, CA