Description:

Build the next chapter of your exceptional estate planning practice.

Blacksburg Law is seeking an experienced estate planning attorney who's ready to turn the corner on their professional career. We're looking for someone interested in building meaningful client relationships, practicing sophisticated estate planning, and helping shape the future of an established boutique practice.

This is an opportunity for an attorney with 8-12 years of estate planning experience who enjoys designing thoughtful estate plans, leading trust administration and values long-term client relationships.

Our firm focuses exclusively on estate planning, trust administration, and the occasional estate taxable matter. We believe exceptional legal work begins with exceptional client service.

About Blacksburg Law
Blacksburg Law built a reputation providing bespoke estate planning services with an emphasis on communication, education, and long-term relationships. Our clients include individuals, families, business owners, and professionals primarily in the Bay Area and a smattering beyond.

We are intentionally boutique. We prioritize quality over volume, relationships over transactions, and teamwork over hierarchy.

Position Overview:
The primary focus of this role will be leading estate plan design and advisory, which includes working closely with our clients to develop workable, effective solutions and advise them on the necessary “soft work” that turns documented estate plans into successful and intentional legacies. We are seeking an experienced and caring estate planning attorney with at least eight years of professional experience in designing and implementing non-taxable estate plans for high net worth individuals and families. Experience in trust administration or probate is a valuable bonus.

What you will do:

Design and draft estate plans that support our clients' planning needs using our process to ensure streamlined drafting, organization and client comfortability with communication.
Manage estate planning engagements from intake to completion, ensuring an exceptional client experience. Our estate planning engagements use a team approach and a core success metric is working with others towards the engagement's goal.
Educate and advise clients on client-centered estate planning options, including asset management, responsibility oversight, and legacy distributions.
Oversee occasional trust administration or probate cases as needed, supporting clients through these processes.
Collaborate with the team on high-net-worth planning engagements and contribute to the firm's foundational planning group.
Originate new clients. Working with senior leadership on client relationship management, business development and referral network cultivation.

Required:

Juris Doctor from an ABA-accredited law school.
Licensed to practice law in California or qualified military spouse waiver.
An unblemished ethics record.
A minimum of eight years of estate planning experience.
A deep understanding of trust law, estate planning strategies, and fiduciary responsibilities.
Strong client-service and drafting skills for high net worth individuals and families that do not have taxable estates.
Proficiency in Wealth Counsel, Clio, Google Workspace, Microsoft Word.

Beneficial:

Remote work experience.
Additional experience in trust administration or probate (preferred but not required).
Excellent communication skills and the ability to build strong, long term client relationships.
A proactive, organized, and self-motivated approach to handling legal matters.