About this position
Career Consulting Partners is seeking a Senior Attorney for one of its clients to support people across Northern California with thoughtful, practical estate planning and related legal services. This role suits an attorney who enjoys building trusted client relationships and helping individuals and families plan for the future.
The Opportunity
This role is uniquely structured to accommodate a Senior-level candidate. If you are a highly experienced practitioner ready to lead complex matters independently, this position offers an excellent platform to grow your practice at the Walnut Creek location.
Duties:
Consult with clients to analyze their asset composition and goals, recommend strategic planning options, and oversee the drafting and execution of tailored estate plans.
Advise trustees on fiduciary duties, California Probate Code requirements, sub-trust allocations, and state/federal tax provisions (including portability and property tax exclusions).
Prepare court petitions (e.g., Heggstad/850, 17200, 15409) and represent clients in hearings and mediations.
Collaborate with and supervise paralegals, manage deadlines using firm task-management systems, and maintain exceptional client communication.
Qualifications:
Active membership in good standing with the State Bar of California.
7+ years of experience; capable of hitting the ground running to independently manage a full caseload from intake to completion, appear in court, and supervise support staff. State Bar Certified Specialist in Estate Planning, Trust & Probate Law is strongly preferred.
Commitment to working on-site five days a week, flexibly splitting time between the Walnut Creek and Bay offices based on client appointments and business needs.
Compensation & Benefits:
$170,000.00 - $230,000.00
401(k) pay
Holiday Pay
Malpractice Insurance
Marketing Allowance and Support
Medical Insurance
Professional Duties and CE Allowance
Location:
Walnut Creek, CA
Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application, we will reach out to you and review the firm(s) before we move forward.
Location and commute
2070 N Broadway, Walnut Creek, CA 94596.
Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.
How to apply
Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3272020073.