Estate Attorney Job at BCG Attorney Search, San Diego, CA

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  • BCG Attorney Search
  • San Diego, CA

Job Description

Job Overview : A top estate planning law firm in San Diego is seeking an experienced Estate Attorney to join their team. The ideal candidate will be professional, detail-oriented, and able to handle multiple tasks with minimal supervision. This full-time position offers an excellent opportunity to work with a skilled team in a supportive and dynamic environment, focusing on probate and trust administration, with no litigation or overtime required. Location : Duties : Meet with clients to discuss services and review drafted documents. Draft, review, and interpret legal documents, including probate inventories, court filings, and trust administration accountings. Prepare summaries and accountings for clients. Work with clients to set deadlines and follow up to ensure tasks are completed. Utilize cloud-based applications such as Microsoft Office and CRM software (Act). Perform other duties as needed within the scope of estate planning. Requirements : 3+ years of experience in probate and trust administration in a law firm. In-depth understanding of the trust and estate administration process from start to finish. Ability to handle multiple cases and tasks simultaneously while maintaining attention to detail. Strong communication skills and the ability to work independently with minimal supervision. Must be highly organized, adaptable, and professional. Familiarity with Microsoft Office (Word, Excel, Outlook) and Google Spreadsheets. California Notary Public certification is a plus. Education : Juris Doctor (JD) from an accredited law school. Certifications : Active Bar License (Required) California Notary Public (Preferred) Skills : Expertise in wills, trusts, and estate law. Strong written and verbal communication skills. Proficiency with cloud-based applications and CRM software. Highly organized with the ability to manage multiple cases. Ability to work independently and under pressure. Client-focused with a professional and friendly demeanor. Benefits : Competitive salary based on experience. Paid holidays (as outlined in the company handbook). Paid time off (accrual rate increases with tenure). 401(k) plan with employer matching. Opportunity for career growth in a well-established firm. #J-18808-Ljbffr BCG Attorney Search

Job Tags

Holiday work, Full time,

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