Estate Planning Attorney

BCG Attorney Search; Palo Alto (CA); On-site; USD 140,000 - 230,000; Full time

Benefits offered by this job

Health insurance

Retirement match

Paid time off

Job summary

BCG Attorney Search is seeking an Estate Planning Attorney in California to guide families through wills, trusts, and long-term planning with compassion and precision.

You will draft and review estate planning documents, advise on strategies and taxes, and collaborate with financial advisors to craft tailored plans for clients.

The ideal candidate has a JD, proven estate planning experience, and excellent communication. This is a full-time, on-site position with comprehensive benefits.

Qualifications

• Proven experience in estate planning and probate law.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.

Responsibilities

• Draft and review wills, trusts, and estate planning documents.
• Advise clients on estate planning strategies and tax implications.
• Conduct client meetings to assess needs and provide tailored solutions.
• Collaborate with financial advisors and accountants to optimize client plans.

Skills

Legal research

Drafting

Attention to detail

Client communication

Education

Juris Doctor (JD) degree

Job description

Job Overview

A law firm seeks an Estate Planning Attorney in [City/State] to guide families through wills, trusts, and long-term planning with compassion and precision.

Duties

• Draft and review wills, trusts, and estate planning documents.
• Advise clients on estate planning strategies and tax implications.
• Conduct client meetings to assess needs and provide tailored solutions.
• Collaborate with financial advisors and accountants to optimize client plans.

Requirements

• Proven experience in estate planning and probate law.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.

Education

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

Certifications

• Licensed to practice law in [State].

Skills

• Proficiency in legal research and drafting.
• Detail-oriented with strong organizational skills.
• Ability to manage multiple cases and deadlines effectively.

Benefits

• Comprehensive health insurance.
• Retirement savings plan with employer match.
• Paid time off and flexible work arrangements.