Trusts and Estates Associate Attorney

BCG Attorney Search; Oakland (CA); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Collaborative working environment

Pro bono involvement opportunities

Competitive benefits package

Job summary

BCG Attorney Search in Oakland, CA seeks a Trusts and Estates Associate Attorney to handle complex trust and estate matters for a diverse client base, including high-net-worth individuals and fiduciaries, with a clear path to partnership.

Duties include drafting estate planning strategies, probate administration, regular client contact, and managing multiple assignments in a fast-paced environment; the first 90 days require in-office work, followed by a hybrid schedule.

Qualifications

• 5+ years of estate planning and trust administration experience.
• Background in tax preferred.
• Excellent verbal and written communication skills.
• Detail-oriented with strong problem-solving abilities.
• Proficient with MS Office Suite and document management systems.
• Experience with AI tools like Co-Counsel and NetDocuments.
• Must work in-office for five days during the first 90 days, then hybrid.

Responsibilities

• Draft and implement complex estate planning strategies.
• Handle probate trust administration matters, including motions and litigation.
• Interface regularly with clients to provide legal guidance.
• Manage multiple assignments in a fast-paced environment.

Skills

Estate planning

Trust administration

Client interfacing

MS Office

Document management

AI tools experience

Education

Juris Doctor degree

Tools

MS Office Suite

Doc management systems

Co-Counsel

NetDocuments

Job description

Job Overview

A law firm seeks a Trusts and Estates Associate Attorney for its Oakland, CA office. This role involves engaging with a diverse client base, including high-net-worth individuals and fiduciaries, in complex trust and estate matters. The position offers a path to partnership and a collaborative work environment.

Duties

• Draft and implement complex estate planning strategies.
• Handle probate trust administration matters, including motions and litigation.
• Interface regularly with clients to provide legal guidance.
• Manage multiple assignments in a fast-paced environment.

Requirements

• 5+ years of estate planning and trust administration experience.
• Background in tax preferred.
• Excellent verbal and written communication skills.
• Detail-oriented with strong problem-solving abilities.
• Proficient with MS Office Suite and Document Management Systems.
• Experience with AI tools like Co-Counsel and NetDocuments.
• Must work in-office for five days during the first 90 days, then hybrid.

Education

Strong academic credentials from a top law school preferred.

Certifications

Admitted and in good standing with the California Bar.

Skills

• Superior organizational skills.
• Ability to work with diverse personalities and work styles.

Benefits

• Collaborative working environment.
• Opportunities to support pro bono activities.
• Competitive benefits package.