Estate Planning Attorney
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The role
Hybrid Estate Planning Attorney role focused on meeting clients regarding trusts, drafting trust packages, and guiding them through the entire process.
Based in Campbell, CA, with responsibilities serving the San Francisco Bay Area and occasional in-person meetings at Bay Area locations.
Ideal candidates bring solid technical abilities in trusts and estate planning, with comprehensive training provided.
A high activity level, refined communication, and highly developed organizational skills are essential to manage client interactions and documents.
Responsibilities include client meetings, document preparation, and guiding clients through trust implementation with remote work for efficiency.
Compensation includes a competitive salary and quarterly bonus, with major medical and dental insurance and significant autonomy.
Based in Campbell, CA, with responsibilities serving the San Francisco Bay Area and occasional in-person meetings at Bay Area locations.
Ideal candidates bring solid technical abilities in trusts and estate planning, with comprehensive training provided.
A high activity level, refined communication, and highly developed organizational skills are essential to manage client interactions and documents.
Responsibilities include client meetings, document preparation, and guiding clients through trust implementation with remote work for efficiency.
Compensation includes a competitive salary and quarterly bonus, with major medical and dental insurance and significant autonomy.
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