Estate Planning Attorney

Von Rock Law is seeking an experienced, licensed in California, Estate Planning attorney to work with a well-regarded, thriving boutique firm.

The Position

Von Rock Law is seeking an experienced, licensed in California, Estate Planning 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 and entity formation. Experience in trust administration and probate would be helpful as well.

Primary Responsibilities:

• Managing estate planning and business matters
• Drafting comprehensive estate plans in Wealth Counsel, including CRTs
• Analyzing, advising on, and revising a wide array of estate planning documents
• Collaborating with clients to develop and achieve their estate planning goals
• Leading and working collaboratively with team members

Required Qualifications:

• Licensed to practice law in California
• Five or more years of relevant experience in estate planning
• 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:

• Entity formation, trust administration, and/or probate experience
• Experience with Clio Manage, Wealth Counsel, and Microsoft 365
• Adept at using Mac computers and systems
• Remote work experience
• 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