Estate Planning Attorney

BCG Attorney Search; San Diego (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Paid holidays

Personal time off

Health, dental, vision, and life保险

Job summary

BCG Attorney Search in San Diego, CA seeks an experienced Estate Planning Attorney to advance their career in a supportive environment.

The role focuses on estate planning, trust administration, and probate, handling consultations, drafting documents, and maintaining client relationships while meeting deadlines in a fast-paced practice.

Strong communication, attention to detail, and integrity are essential as you collaborate with clients, accountants, and financial advisors to grow the firm.

Qualifications

• J.D. from an accredited law school and California State Bar license.
• 3+ years estate planning experience from inception to conclusion.
• Effective oral and written communication skills.
• Working knowledge of finance, investments, and taxes.
• Ability to focus under pressure and adapt to change.
• High degree of discretion, confidentiality, and integrity.
• Strong computer skills including MS Office Suite and case management software.
• Experience with Wealth Counsel drafting is desired.

Responsibilities

• Conduct initial consultations with clients.
• Identify strategies to meet client objectives and recommend appropriate trusts.
• Draft estate planning documents, including wills and various trusts.
• Explain complex legal concepts and estate plan provisions to clients.
• Manage multiple projects and meet deadlines in a fast-paced environment.
• Consult with clients, accountants, and financial advisors as needed.
• Maintain consistent communication with clients to cultivate relationships.
• Report on caseload at weekly case review meetings.
• Develop a client following to increase firm revenues.

Skills

Effective communication

Organizational skills

MS Office Suite

Case management software

Interpersonal skills

Education

J.D. from an accredited law school

Tools

Wealth Counsel drafting

Job description

Job Overview

A law firm seeks an Estate Planning Attorney in San Diego, CA. The ideal candidate is experienced, empathetic, organized, and detail-oriented, ready to advance their career in a supportive environment. The firm focuses on estate planning, trust administration, and probate, leveraging technology and exceptional client service.

Duties

• Conduct initial consultations with clients.
• Identify strategies to meet client objectives and recommend appropriate trusts.
• Draft estate planning documents, including wills and various trusts.
• Explain complex legal concepts and estate plan provisions to clients.
• Manage multiple projects and meet deadlines in a fast-paced environment.
• Consult with clients, accountants, and financial advisors as needed.
• Maintain consistent communication with clients to cultivate relationships.
• Report on caseload at weekly case review meetings.
• Develop a client following to increase firm revenues.

Requirements

• J.D. from an accredited law school and licensed with the California State Bar.
• 3+ years of estate planning experience from inception to conclusion.
• Effective communication skills, both oral and written.
• Working knowledge of finance, investments, and taxes.
• Ability to focus under pressure and adapt to change.
• High degree of discretion, confidentiality, and integrity.
• Strong computer skills, including MS Office Suite and case management software.
• Experience with Wealth Counsel drafting is desired.

Education

• J.D. from an accredited law school.

Certifications

• Licensed with the California State Bar.

Skills

• Effective communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Proficiency in MS Office Suite and case management software.

Benefits

• Paid holidays.
• Personal time off.
• Health, dental, vision, and life insurance.
• 401K matching contributions.