San Rafael, California, United States (Hybrid) · Posted 6 days ago
$150k–$200k / yr
Role Attorney
Job Type Full-Time
Job Duration Indefinite
Min Education Master's Degree
Min Experience 5-7 Years
Required Travel None
Salary $150,000.00 - $200,000.00
Salary - Type Yearly Salary

About this role

You will have primary responsibility for overseeing and managing all of the firm's trust administration and probate matters, from initial client consultation through completion.

You will also maintain an independent estate planning practice, with full autonomy over the matters assigned to you. The division of estate planning responsibilities between you and the Managing Attorney will be thoughtfully structured around your experience, areas of expertise, professional interests, and the evolving needs of the firm.

This is a primarily remote role but with one-three days per month in-office.

Lead Our Trust Administration & Probate Practice

  • Assume primary responsibility for the firm's trust administration and probate caseload.
  • Independently manage matters from initial consultation through final resolution.
  • Advise trustees, executors, personal representatives, and beneficiaries on their legal responsibilities and available options.
  • Manage deadlines, coordinate with clients and other professionals, and ensure matters progress efficiently and accurately.
  • Provide leadership and direction to support staff working on trust administration and probate matters.
  • Identify opportunities to improve workflows, strengthen client communication, and enhance the overall efficiency of these practice areas.

Manage an Independent Estate Planning Practice

  •  Independently manage estate planning matters, from initial consultation through execution and completion.
  • Develop and implement estate planning strategies tailored to clients' individual circumstances and objectives.
  • Prepare and review comprehensive estate planning documents.
  •  Exercise independent professional judgment and maintain primary responsibility for client relationships and matter management.

Key Requirements

  • At least five years experience independently handling trust administration and probate matters.
  • Experience with estate planning, including drafting and reviewing estate planning documents.
  • Active membership in good standing with the State Bar of California.
Job ID: 86586656

About the company

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