Mid-Level Trust and Estate Transactional Associate

Profile

Job Overview
A law firm seeks a mid-level trust and estate transactional associate in San Francisco, California. The candidate will join the Family Wealth Planning Practice Group, focusing on sophisticated estate planning and trust administration.

Duties

• Draft comprehensive estate plans, including wills and trusts.
• Collaborate with senior estate planning partners.
• Engage in complex estate and gift tax planning.
• Participate in client meetings and projects.

Requirements

• 5-6 years of trust and estate planning experience.
• Experience in a law firm setting preferred.
• California Bar admission required.
• Strong research, writing, and communication skills.
• High level of analytical and problem-solving skills.

Education

• Juris Doctor from an accredited law school.

Certifications

• California Bar admission.

Skills

• Excellent communication and interpersonal skills.
• Detail-oriented and organized.
• Ability to work collaboratively in a team environment.

Benefits

• Remote work opportunities within California.
• Professional mentorship and career development.
• Exposure to meaningful client projects.
• Supportive and collegial work environment.

Company info

BCG Attorney Search
1750 Montgomery St Fl 1
San Francisco
California
United States 94111
Phone : (415) 464 6897
Fax : (213) 895-7306