What are the responsibilities and job description for the Estate Planning Attorney Innovative Legal Practice Driven by Technology position at Summerall Law?
Estate Planning Attorney
Your Mission:
Advise clients on estate planning with expertise and compassion. Join one of the Bay Area’s top-reviewed estate planning firms, delivering exceptional client service every step of the way.
Why Summerall Law:
Our purpose is to ease life’s most challenging transitions. If that resonates with you, join our supportive, rewarding environment where you can focus on meaningful, client-centered work and maintain a healthy work-life balance.
No document, review, no litigation. This is a pleasant job of helping clients make and sign their plans. It can be busy and challenging. Work schedules are more intense during periods of increased demand.
Key Responsibilities:
- Complete in-person signings throughout the Bay Area. San Francisco and Oakland would be the most common work locations.
- Help clients sign and notarize their estate plans, make edits to drafts, and provide outstanding support throughout the process.
- Collaborate with a notary/administrative team member to ensure smooth client interactions.
- Support the team through tasks such as email communication, deed research, and addressing unexpected needs.
- Work closely with attorneys during onboarding and plan to confidently manage client interactions independently within a few weeks.
- Attorneys in the firm are always available for questions and guidance.
Requirements:
- Entry-level candidates welcome; experience in estate planning, trust administration, or related areas preferred.
- Strong written, verbal, and interpersonal communication skills.
- Organized, autonomous, and team-oriented with a high work ethic.
- California Bar license and a persuasive cover letter required.
- Willingness to become a notary; second language highly preferred.
Compensation:
Competitive, based on experience and performance.
Inclusion Statement:
Summerall Law is committed to fostering an inclusive, diverse workplace. We are an LGBTQI-friendly employer and welcome applicants of all backgrounds.
Job Type: Full-time
Pay: From $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Weekends as needed
Work Location: In person
Salary : $95,000