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Estate Planning Attorney

1 month ago

Oakland, California, United States Insight Global Full time
Job Overview

Insight Global is partnering with a boutique estate planning law firm to fill a full-time Estate Planning Attorney position. The ideal candidate will lead the legal team, oversee day-to-day operations, and ensure high-quality legal services are delivered.

The Estate Planning Attorney will build and maintain strong relationships with key clients, provide expert legal advice, and collaborate with leadership to develop and implement the firm's strategic goals. The role requires 1650 annual billable hours and some travel within California.

Compensation is flexible and will be determined based on years of experience, education credentials, and portable business.

Key Responsibilities:

  • Lead the legal team and oversee day-to-day operations
  • Build and maintain strong relationships with key clients
  • Provide expert legal advice and collaborate with leadership
  • Meet annual billable hours and travel requirements

Requirements:

  • 5-10+ years of experience in estate planning
  • Experience working with high net worth clients
  • Must be comfortable giving presentations to clients
  • Must be licensed attorney in state of California
  • Must hold JD degree from an accredited law school

Nice to Have Skills:

  • Familiarity with Salesforce, Practice Panther, Ring Central & the Microsoft Suite
  • Experience with litigation and discovery