Estate Planning Associate for High-Net-Worth Clients

Jobot; San Francisco (CA); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Mentorship from seasoned attorneys

Opportunities for professional growth

Collaborative work environment

Job summary

A legal services provider is seeking an experienced Estate Planning Attorney to join their team in San Francisco, California. This role focuses on working with high-net-worth clients, providing strategies for wealth preservation and legacy planning. The ideal candidate will have a Juris Doctor degree, California Bar license, and over three years of experience in estate planning. This position allows for significant professional growth within a collaborative environment that values client relationships and technical excellence.

Qualifications

• 3+ years of experience in estate planning or related areas.
• Experience drafting estate planning documents like wills and trusts.
• Familiarity with estate, gift, and generation-skipping transfer tax concepts.

Responsibilities

• Analyze complex financial and family structures to propose planning solutions.
• Manage multiple matters efficiently and meet deadlines.
• Engage in meaningful client interaction and relationship building.

Skills

Detail-oriented

Client-focused

Strong written communication

Collaborative mindset

Education

Juris Doctor (JD) from an accredited law school

Active license with the California Bar

Job description

A legal services provider is seeking an experienced Estate Planning Attorney to join their team in San Francisco, California. This role focuses on working with high-net-worth clients, providing strategies for wealth preservation and legacy planning. The ideal candidate will have a Juris Doctor degree, California Bar license, and over three years of experience in estate planning. This position allows for significant professional growth within a collaborative environment that values client relationships and technical excellence.