Estate Planning Attorney

Leoforce; San Francisco (CA); On-site; USD 150,000 - 275,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

Paid holidays

Retirement savings plan

Continuing education opportunities

Job summary

Leoforce in San Francisco, CA is seeking a motivated Estate Planning Attorney with a JD and CA Bar in good standing to join our growing practice. Mid-level experience preferred, with a strong focus on estate planning, trust administration, and probate.

Responsibilities include assisting with estate planning, preparing and reviewing documents, managing deadlines, and providing exceptional client service to individuals and business owners. Competitive compensation and benefits offered.

Qualifications

• JD degree plus CA Bar in good standing
• 3+ years of estate planning experience
• Ability to manage estate planning and probate matters with attention to deadlines

Responsibilities

• Assist with estate planning, trust administration, probate, and related legal matters.
• Prepare, review, and organize legal documents while maintaining accurate client files.
• Manage case deadlines and communicate with clients, attorneys, financial professionals, and third parties.
• Coordinate appointments, document execution, and follow-up with clients as needed.
• Provide exceptional client service throughout each stage of the legal process.
• Support attorneys with case management and administrative tasks to ensure efficient workflow.

Skills

Estate planning

Trust administration

Legal research

Client communication

Case management

Education

Juris Doctor (JD)

Job description

Job Description

Experience: Mid Level

Salary: $150,000 - $275,000 per year

Job Details

Responsibilities:

• Assist with estate planning, trust administration, probate, and related legal matters.
• Prepare, review, and organize legal documents while maintaining accurate client files.
• Manage case deadlines and communicate with clients, attorneys, financial professionals, and third parties.
• Coordinate appointments, document execution, and follow-up with clients as needed.
• Provide exceptional client service throughout each stage of the legal process.
• Support attorneys with case management and administrative tasks to ensure efficient workflow.

Is your background a fit? Apply if you meet this criterion:

Juris Doctor (JD) degree or similar plus:

• CA Bar in good standing
• 3+ years of Estate Planning Experience

A bit about us:

We are a growing, client-focused law firm dedicated to helping individuals, families, and business owners protect their assets and plan for the future. Our practice focuses on estate planning, trust administration, probate, and wealth preservation, providing personalized legal solutions with a high standard of client service.

We are seeking a motivated Estate Planning Attorney to join our collaborative team. This is an excellent opportunity to work alongside experienced legal professionals in a supportive environment that values integrity, professionalism, and continued growth.

Why join us?

• Collaborative and supportive team environment.
• Opportunity to work on sophisticated estate planning and trust matters.
• Professional development and long-term career growth.
• Competitive compensation based on experience.
• Comprehensive benefits package for eligible employees, including medical benefits, paid time off, paid holidays, retirement savings plan, and continuing education opportunities.

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