Job Description

Job Overview: A law firm in Pleasanton is seeking a highly motivated and experienced Estate Planning Attorney. The ideal candidate will have a strong background in estate planning, probate, and estate administration, with a dedication to providing excellent client service and a passion for helping clients protect their assets and achieve their legal goals. This position offers a collaborative work environment with opportunities for professional growth and development. Key Responsibilities: Conduct initial consultations to educate prospective clients on legal planning for asset protection and family security. Quote fees and engage new clients. Provide clients with guidance on selecting executors, power of attorney, trustees, guardians, and other fiduciaries. Prepare comprehensive estate plans, from simple to complex, using advanced techniques to protect and preserve assets, avoid court conflicts, and meet clients' objectives. Oversee support staff in assembling documents and funding trusts. Explain legal documents and complex legal concepts to clients in accessible language. Oversee the proper execution of legal documents. Handle probate and estate administration matters. Occasionally travel to client homes, hospitals, and nursing facilities if clients are unable to come to the office. Collaborate with clients' financial and insurance professionals. Complete projects or tasks as requested by the managing attorney. Perform legal research and brief firm members on legal developments in the field. Assist the managing attorney with seminar and webinar presentations and other speaking engagements. Contribute to the firm's efforts to improve processes and services. Requirements: Must have a Juris Doctor (J.D.) degree. Admission to practice law in State Bar. Excellent academic credentials. 5 years of experience in estate planning. Skills: Strong written and verbal communication skills. Ability to interact with clients, lawyers, and other professionals with poise and confidence. Proficient in Microsoft Office programs and capable of quickly learning new software programs. Conscientious regarding work completion, deadlines, time management, and attendance. Proactive in identifying and solving problems. Commitment to the firm's vision, mission, and core values. Analytical and detail-oriented, with the ability to work at a fast pace and manage a dynamic caseload. Excellent organizational skills. Certifications: Admission to the State Bar. Education: Juris Doctor (J.D.) degree from an accredited law school. Benefits Offered: Performance-based bonus. Medical, Dental, and Vision Plans with Prescription coverage. Company Paid Accident and Cancer Insurance plans. Simple IRA Retirement Savings Plan with a 3% Employer match. Bar renewal and other professional requirement reimbursements. Paid time off. Learning and development training opportunities. Flexible hours. Location: Pleasanton, CA #J-18808-Ljbffr BCG Attorney Search

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