Description:
About Von Rock Law, PCVon Rock Law is a boutique San Francisco law firm committed to providing exceptional legal services with a personal touch. Our team prides itself on delivering practical, business-minded solutions while building long-lasting relationships with our clients. We handle a range of legal matters and are seeking a talented attorney to help grow our Entity Formation practice with the potential to expand into Estate Planning, Probate, and Trust Administration work.
We have a beautiful office in the heart of West Portal, offering a welcoming, professional, and collaborative environment for our team and clients.
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 seven years of related experience and will be ready to hit the ground running. A successful candidate will have experience in estate planning and ideally entity formation, and will also be working in our probate and trust administration practices. Experience in client intake, consults and business development will also be helpful.
Primary Responsibilities:
- Managing estate planning matters
- Drafting comprehensive estate plans in Wealth Counsel, including CRTs
- Analyzing, advising on, and revising a wide array of estate planning, business formation and trust administration and probate documents
- Collaborating with clients to develop and achieve their estate planning goals
- Drafting and reviewing necessary documents for business formations and dissolution
- Leading and working collaboratively with team members
Required Qualifications:
- Licensed to practice law in California
- Seven 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
- Hybrid 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
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
