Trusts and Estates Associate Attorney

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

Benefits offered by this job

Comprehensive health insurance

Retirement savings plan

Professional development opportunities

Job summary

BCG Attorney Search is seeking a junior-level Trusts and Estates Associate Attorney for its San Francisco, CA practice. You will work with high-net-worth clients on estate and tax planning, as well as estate and trust administration.

The role involves drafting estate planning documents, handling tax matters, conducting research, and collaborating with senior attorneys to develop planning strategies. Expect a focused, client-facing position in a dynamic firm.

Qualifications

• 2–4 years of law firm estate planning or tax experience.
• Excellent drafting and analytical skills.
• Organized, proactive, and able to manage multiple matters; strong attention to detail.
• California Bar admission (in good standing).

Responsibilities

• Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives.
• Assist with estate, gift, and generation-skipping transfer tax matters.
• Conduct legal research and prepare memoranda on estate, tax, and trust issues.
• Collaborate with senior attorneys on complex planning strategies.
• Manage client files efficiently.

Skills

Strong legal research

Team collaboration

Education

Juris Doctor (JD)

Job description

Job Overview

A law firm seeks a junior-level Trusts and Estates Associate Attorney to join its practice in San Francisco, California. The successful candidate will work with high-net-worth clients on estate and tax planning, as well as estate and trust administration.

Duties

• Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives.
• Assist with estate, gift, and generation-skipping transfer tax matters.
• Conduct legal research and prepare memoranda on estate, tax, and trust issues.
• Collaborate with senior attorneys on complex planning strategies.
• Manage client files efficiently.

Requirements

• 2-4 years of law firm experience in estate planning or tax practice.
• Excellent drafting and analytical skills.
• Accurate and strong attention to detail.
• Organized, proactive, and able to manage multiple matters.
• Superior academic credentials.

Education

Juris Doctor (JD) degree.

Certifications

Admitted to and a member in good standing of the California Bar.

Skills

• Strong legal research and writing skills.
• Ability to work collaboratively in a team environment.

Benefits

• Comprehensive health insurance.
• Retirement savings plan.
• Professional development opportunities.