Estate Planning Attorney

Profile

Title: Estate Planning Attorney

Job Overview: A law firm in Pleasanton is seeking a highly motivated and experienced Estate Planning Attorney. The ideal candidate will have a strong background in estate planning, probate, and estate administration, with a dedication to providing excellent client service and a passion for helping clients protect their assets and achieve their legal goals. This position offers a collaborative work environment with opportunities for professional growth and development.

Key Responsibilities:

• Conduct initial consultations to educate prospective clients on legal planning for asset protection and family security.
• Quote fees and engage new clients.
• Provide clients with guidance on selecting executors, power of attorney, trustees, guardians, and other fiduciaries.
• Prepare comprehensive estate plans, from simple to complex, using advanced techniques to protect and preserve assets, avoid court conflicts, and meet clients' objectives.
• Oversee support staff in assembling documents and funding trusts.
• Explain legal documents and complex legal concepts to clients in accessible language.
• Oversee the proper execution of legal documents.
• Handle probate and estate administration matters.
• Occasionally travel to client homes, hospitals, and nursing facilities if clients are unable to come to the office.
• Collaborate with clients' financial and insurance professionals.
• Complete projects or tasks as requested by the managing attorney.
• Perform legal research and brief firm members on legal developments in the field.
• Assist the managing attorney with seminar and webinar presentations and other speaking engagements.
• Contribute to the firm's efforts to improve processes and services.

Requirements:

• Must have a Juris Doctor (J.D.) degree.
• Admission to practice law in State Bar.
• Excellent academic credentials.
• 5 years of experience in estate planning.

Skills:

• Strong written and verbal communication skills.
• Ability to interact with clients, lawyers, and other professionals with poise and confidence.
• Proficient in Microsoft Office programs and capable of quickly learning new software programs.
• Conscientious regarding work completion, deadlines, time management, and attendance.
• Proactive in identifying and solving problems.
• Commitment to the firm's vision, mission, and core values.
• Analytical and detail-oriented, with the ability to work at a fast pace and manage a dynamic caseload.
• Excellent organizational skills.

Certifications:

• Admission to the State Bar.

Education:

• Juris Doctor (J.D.) degree from an accredited law school.

Benefits Offered:

• Performance-based bonus.
• Medical, Dental, and Vision Plans with Prescription coverage.
• Company Paid Accident and Cancer Insurance plans.
• Simple IRA Retirement Savings Plan with a 3% Employer match.
• Bar renewal and other professional requirement reimbursements.
• Paid time off.
• Learning and development training opportunities.
• Flexible hours.

Location:

• Pleasanton, CA

Company info

BCG Attorney Search
1750 Montgomery St Fl 1
San Francisco
California
United States 94111
Phone : (415) 464 6897
Fax : (213) 895-7306