Estate Planning Attorney for Palo Alto Office

Profile

Job Overview:
A law firm seeks an Estate Planning Attorney to join their team in Palo Alto, CA. This role offers the opportunity to work closely with clients to guide them through important estate planning decisions. The firm is focused on providing a meaningful client experience without the pressures of litigation or billable hours. With a fixed schedule and no after-hours work, this is an ideal position for individuals looking for a balanced work-life dynamic.

Duties:

• Assist clients with estate planning services, including the preparation and signing of estate plans
• Provide guidance to clients on legal matters related to wills, trusts, and estates
• Build and maintain client relationships by offering clear, compassionate advice
• Work collaboratively with a team of legal professionals to ensure exceptional client service
• Participate in estate planning strategy sessions and contribute to client-focused solutions
• Ensure all documentation and client files are accurate and up-to-date

Requirements:

• Juris Doctor (J.D.) degree from an accredited law school
• Active membership in the California State Bar
• Proven experience in estate planning or a strong willingness to learn and develop in this area
• Excellent communication skills with a focus on client care
• Detail-oriented with strong organizational abilities
• Comfortable working in a team-oriented environment
• Ability to maintain a professional, adaptable attitude in a boutique law firm setting

Education:

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

Certifications:

• Active membership in the California State Bar

Skills:

• Strong understanding of estate planning principles
• Excellent written and verbal communication skills
• Ability to build rapport and trust with clients
• High level of attention to detail and accuracy
• Strong organizational and time-management abilities
• A collaborative approach to working with team members

Benefits:

• 401(k) with matching contributions
• Dental, Health, and Vision Insurance
• Life Insurance
• Paid Time Off (PTO)
• Supportive and inclusive work environment

If you're passionate about estate planning and enjoy providing meaningful client interactions without the pressures of litigation, this opportunity could be the perfect fit for you.

Company info

BCG Attorney Search
228 Hamilton Ave, 3rd Floor
Palo Alto
California
United States 94301
Phone : (650) 752-1500
Fax : (213) 895-7306