Estate Planning Consultant jobs in San Francisco, CA

About the Company: Hall Law Firm, P.C. is a boutique Estate Planning law firm in San Francisco specializing in Special Needs and Settlement Planning. With a stellar reputation and a commitment to excellence, we offer a supportive and inclusive working environment where every team member is valued and has the opportunity for personal and professional growth. At our firm, we prioritize work/life balance and provide ample opportunities for ongoing training and development.

Job Description: We are seeking an experienced Estate Planning attorney who is passionate about making a difference in people’s lives and enjoys working with families and their loved ones. The ideal candidate will have experience in general Trust Administration, Estate Planning, Conservatorships, and Court Supervised matters. As part of our team, you will have the opportunity to work with a supportive group of professionals, contribute to meaningful work, and enjoy a fulfilling career.

Responsibilities:

• Handle general Trust Administration, Estate Planning, Conservatorships, and Court Supervised matters
• Draft legal documents with great attention to detail
• Work independently and collaboratively with the support team
• Work/life balance expectations with a manageable 1,400 billable hour annual requirement
• Provide compassionate and empathetic guidance to clients, often during challenging situations
• Maintain organized and efficient work processes
• Attend conferences and participate in ongoing training and mentoring programs

Qualifications:

• Ideally, 3 years of experience in estate planning and probate
• Experience with Court and Non-Court Supervised Trust Administration, and Conservatorships preferred
• Licensed and in good standing with the California State Bar
• Strong drafting skills with excellent attention to detail
• Exceptional work ethic and a drive to excel
• Experience with and excellent attention to billable hours.
• Positive attitude, empathy, and strong interpersonal skills
• Ability to work well independently and as part of a team
• Compassionate and patient demeanor

Benefits:

• Generous salary commensurate with experience
• 3 weeks PTO accruing after 90 days
• 100% paid Medical Insurance for employees, with options to add family coverage
• Dental and Vision Insurance
• Commuter benefits
• Hybrid opportunity to work from home 2-3 days per week, with 2-3 days in the SF office (laptop computer supplied)
• Paid CLE conference attendance
• Excellent working environment with top-notch software and systems
• Opportunities for ongoing training and mentoring

Application Process: If you are excited about the opportunity to join our team and meet the qualifications outlined above, please submit a detailed resume along with a cover letter explaining why you are seeking a new position and why you are the best fit for our firm.

We appreciate your interest in joining our team, and only candidates who meet our requirements will be contacted for the next steps. Please NO agency inquiries.

Thank you for considering Hall Law Firm, P.C. for your next career move. We look forward to reviewing your application!

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: Hybrid remote in San Francisco, CA 94108