Estate Planning and Administration Attorney

BCG Attorney Search; Orinda (CA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement plan

PTO

Paid holidays

Bonus potential

Job summary

BCG Attorney Search in Orinda, CA seeks an Estate Planning and Administration Attorney for a full-time role handling estate plans, trust and probate administration, and direct client counseling.

The candidate will draft trusts and wills, advise on planning, manage court documents, and collaborate with a team to deliver seamless service while meeting billable hour targets.

Qualifications

• Minimum of 3 years of experience in trust and estate planning or administration.
• Proven ability to meet billable hour requirements.
• Strong communication and strategic legal skills.
• Proactive problem-solving and organizational skills.
• Collaborative mindset and client-focused approach.

Responsibilities

• Draft legal documents, including trusts, wills, and powers of attorney.
• Provide counsel on estate planning and trust administration.
• Manage trust and probate administration, including court documents and client communication.
• Assist with conservatorships and guardianships.
• Represent clients in court appearances.
• Collaborate with team members for seamless client services.
• Conduct legal research and analysis on complex issues.
• Manage case files autonomously, ensuring deadlines are met.

Skills

Attention to detail

Multitasking

Client communication

Education

Juris Doctor (J.D.)

Active California Bar

Job description

Overview

A law firm seeks an Estate Planning and Administration Attorney in Orinda, CA. This full-time role involves drafting and executing estate plans, managing trust and probate administration, and providing direct counsel to clients. The attorney will play a crucial role in ensuring the smooth administration of trusts and estates, contributing to the firm's success and client satisfaction.

Responsibilities

• Draft legal documents, including trusts, wills, and powers of attorney.
• Provide counsel on estate planning and trust administration.
• Manage trust and probate administration, including court documents and client communication.
• Assist with conservatorships and guardianships.
• Represent clients in court appearances.
• Collaborate with team members for seamless client services.
• Conduct legal research and analysis on complex issues.
• Manage case files autonomously, ensuring deadlines are met.

Requirements

• Minimum of 3 years of experience in trust and estate planning or administration.
• Proven ability to meet billable hour requirements.
• Strong communication and strategic legal skills.
• Proactive problem-solving and organizational skills.
• Collaborative mindset and client-focused approach.

Education

• Juris Doctor (J.D.) from an accredited law school.
• Active membership in good standing with the State Bar of California.

Skills

• Exceptional attention to detail.
• Ability to manage multiple client cases simultaneously.
• Empathetic and client-focused communication.

Benefits

• Medical, dental, and vision coverage options.
• Retirement savings plan.
• Paid time off, including sick and vacation time.
• Paid holidays.
• Discretionary, performance-based bonuses.