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Estate Planning Attorney

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Posted : Sunday, March 03, 2024 01:15 PM

*About Von Rock Law, PC* Von Rock Law, PC is a woman-owned firm in the heart of San Francisco dedicated to work life balance for our team and superior representation for our clients.
Our practices are primarily in estate planning, probate, trust administration, and entity formation.
We have large, beautiful offices in the West Portal neighborhood, where we are deeply connected with the local community.
*The Position* Von Rock Law is seeking an experienced, _licensed in California,_ Trusts & Estates attorney to work with a well-regarded, thriving boutique firm.
The ideal candidate will have a minimum of five years of related experience and will be ready to hit the ground running.
A successful candidate will have experience in estate planning, entity formation, trust administration, and probate.
*Primary Responsibilities:* * Managing the estate planning and business matters * Drafting full estate plans in Wealth Counsel, including CRUTS * Analyzing, advising, and revising a wide array of estate planning documents * Collaborating with clients to develop and meet their estate plan goals * Drafting and reviewing necessary documents for business formations and dissolutions * Participate in consults for potential new clients * Leading and working collaboratively with team members *Required Qualifications:* * Licensed to practice law in California * Five to ten years of relevant experience in estate planning, and two in entity formation * Strong work ethic, drive, keen attention to detail, and the ability to work effectively in a small-team environment * Experience in managing other legal assistants and paralegals *Preferred Qualifications:* * Trust administration and probate experience * Experience with Clio Manage, Wealth Counsel and Microsoft 365 * Adept at using Mac computers and systems * Solid command of English including excellent spelling, grammar, punctuation, form, and style * Ability to work independently and on a team *Benefits:* * A competitive compensation and a potential for bonuses * Employee Medical Insurance * 401(k) and Matching * Profit-Sharing Plan * Paid Time Off * Paid holidays including 3 days at Thanksgiving and Dec.
24 – Jan.
1.
* Paid Dues for State Bar * Continuing Legal Education *Equal Opportunity Employment Statement:* VRL provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, creed, color, ethnicity, religion, age, height, weight, physical or mental ability, military obligations, sex, national origin, disability status, marital status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
If you are interested in joining our team, please provide a cover letter and resume.
Job Type: Full-time Pay: $100,000.
00 - $120,000.
00 per year Benefits: * 401(k) * 401(k) matching * Health insurance * Paid time off * Professional development assistance Schedule: * 8 hour shift * Monday to Friday Application Question(s): * Are you licensed to practice law in California? Experience: * estate planning: 5 years (Required) Work Location: In person

• Phone : NA

• Location : 215 West Portal Avenue, San Francisco, CA

• Post ID: 9078564049


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