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Trusts and Estates Attorney
Von Rock Law, PC San Francisco, CA
$181k-232k (estimate)
Full Time 1 Month Ago
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Von Rock Law, PC is Hiring a Trusts and Estates Attorney Near San Francisco, CA

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
  • Analyzing, advising, and revising a wide array of estate planning documents
  • Collaborating with clients to develop and meet their estate plan goals
  • Participate in consults for potential new clients
  • Assisting the Intake Coordinator with marketing and presentations
  • Leading and working collaboratively with team members

Additional Responsibilities:

  • Drafting full estate plans in Wealth Counsel, including CRUTS
  • Drafting and reviewing necessary documents for business formations and dissolutions

· Assist the trust administration and probate departments

Required Qualifications:

  • Licensed to practice law in California
  • Minimum five 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:

  • Book of Business
  • 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

Job Type: Full-time

Pay: $100,000.00 - $120,000.00 per year

Benefits:

  • 401(k) matching
  • Dental insurance
  • Life insurance
  • Vision insurance

Experience:

  • Estate Planning: 5 years (Required)

Work Location: Hybrid remote in San Francisco, CA 94127

Job Summary

JOB TYPE

Full Time

SALARY

$181k-232k (estimate)

POST DATE

04/10/2024

EXPIRATION DATE

05/03/2024

WEBSITE

vonrocklaw.com

HEADQUARTERS

San Francisco, CA

SIZE

<25

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