Estate Planning Attorney

BCG Attorney Search; San Francisco (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Employee medical insurance

401(k) with matching

Profit-sharing plan

Paid time off

Paid holidays

Paid dues for State Bar

Continuing legal education

Job summary

BCG Attorney Search is looking for an experienced Estate Planning Attorney licensed in California to join their firm in San Francisco. The ideal candidate should have at least five years of experience in estate planning, trust administration, and probate. This role involves managing estate planning, drafting documents, and collaborating with clients.

BCG Attorney Search offers competitive compensation, medical insurance, a 401(k) plan, and other benefits such as paid time off and continuing legal education opportunities.

Qualifications

• Licensed to practice law in California.
• Five or more years of relevant experience in estate planning.
• Strong work ethic and attention to detail.
• Experience in managing legal assistants and paralegals.

Responsibilities

• Manage estate planning and business matters.
• Draft comprehensive estate plans using Wealth Counsel.
• Analyze, advise on, and revise various estate planning documents.
• Collaborate with clients to develop estate planning goals.
• Lead and collaborate with team members.

Skills

Entity formation

Trust administration

Probate

Proficiency in Clio Manage

Proficiency in Wealth Counsel

Proficiency in Microsoft 365

Excellent command of English

Ability to work independently

Ability to collaborate in a team

Education

Juris Doctor (JD) degree

Tools

Mac computers

Job description

Job Overview: A law firm seeks an experienced Estate Planning Attorney licensed in California to join a thriving boutique practice in San Francisco, CA. The ideal candidate will have a minimum of five years of experience in estate planning and entity formation, with additional skills in trust administration and probate being advantageous.

Duties

• Manage estate planning and business matters.
• Draft comprehensive estate plans using Wealth Counsel, including CRTs.
• Analyze, advise on, and revise a wide array of estate planning documents.
• Collaborate with clients to develop and achieve their estate planning goals.
• Lead and work collaboratively with team members.

Requirements

• Licensed to practice law in California.
• Five or more years of relevant experience in estate planning.
• Strong work ethic, attention to detail, and ability to work in a small‑team environment.
• Experience in managing legal assistants and paralegals.

Education

Juris Doctor (JD) degree.

Certifications

• California State Bar License.

Skills

• Experience with entity formation, trust administration, and/or probate.
• Proficiency in Clio Manage, Wealth Counsel, and Microsoft 365.
• Adept at using Mac computers and systems.
• Remote work experience.
• Excellent command of English, including spelling, grammar, punctuation, form, and style.
• Ability to work independently and as part of a team.

Benefits

• Competitive compensation with potential for bonuses.
• Employee medical insurance.
• 401(k) and matching.
• Profit‑sharing plan.
• Paid time off.
• Paid holidays, including three days at Thanksgiving and December 24 – January 1.
• Paid dues for State Bar.
• Continuing legal education.