Estate Planning Attorney

BCG Attorney Search; San Rafael (CA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

BCG Attorney Search in San Rafael, CA seeks an Estate Planning Attorney to analyze estates with clients and prepare tailored plans that meet their needs. The role combines in-office collaboration with remote work across two days per week.

The candidate will review and draft estate planning documents, advise clients, and coordinate with financial professionals to ensure accurate, compliant plans. California Bar licensure is required, with a specialty preferred.

Qualifications

• Must be licensed to practice law in California.
• State Bar Certified Specialist in Trust, Wills & Probate preferred.
• Minimum of 3 years experience in Estate Planning.

Responsibilities

• Consult with prospective clients and gather necessary information for planning.
• Review and update estate plans for current and former clients.
• Handle client engagement and fee quoting processes.
• Draft and review estate planning documents to meet client needs.
• Conduct client reviews and explain estate plans.
• Refer clients to financial advisors when appropriate.
• Maintain detailed notes of meetings and communications.
• Participate in regular department and staff meetings.

Skills

Communication skills

Organizational skills

Time management

Interpersonal skills

Attention to detail

Education

California State Bar license

State Bar Certified Specialist in Trust, Wills & Probate

Notary Public certification

Job description

Job Overview

A law firm seeks an Estate Planning Attorney in San Rafael, CA. The role involves meeting with clients to analyze estates and prepare appropriate plans, ensuring legal documents meet client needs. The attorney will work in the office three days a week and remotely for two days.

Responsibilities

• Consult with prospective clients and gather necessary information for planning.
• Review and update estate plans for current and former clients.
• Handle client engagement and fee quoting processes.
• Draft and review estate planning documents to meet client needs.
• Conduct client reviews and explain estate plans.
• Refer clients to financial advisors when appropriate.
• Maintain detailed notes of meetings and communications.
• Participate in regular department and staff meetings.

Qualifications

• Licensed attorney by California State Bar.
• State Bar Certified Specialist in Trust, Wills & Probate preferred.
• Minimum of 3 years experience in Estate Planning.
• Knowledge of income, gift, and estate tax laws.
• Notary Public certification preferred.

Skills

• Strong oral and written communication skills.
• Excellent organizational and planning abilities.
• Proficiency in time management and computer literacy.
• Interpersonal and supervisory skills.
• Attention to detail and proofreading skills.