Job ID: 410229
Practice area:- Estate & Tax Planning,Trusts and Estates - General
Family Wealth & Estate Planning Associate Attorney (4–7 Years Experience) – Private Client Practice | San Francisco, California
Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Private Client Associate Attorney, Family Wealth Attorney, Estate Planning Attorney California, San Francisco legal jobs, Attorney jobs San Francisco CA, CA Bar required, Law firm estate planning associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning
A leading law firm is seeking a Family Wealth & Estate Planning Associate Attorney (4–7 years experience) to join its private client practice in San Francisco, California. Work with high-net-worth individuals and families on sophisticated estate planning and wealth preservation strategies.
Founded in 1962, this California based law firm specializes in consumer products and manufacturing, energy and natural resources, financial services, litigation, real estate, technology, business transactions, wine, and private clients. Committed to diversity and equality, this firm has diversity scholarship, pipeline internship, and women's leadership programs. The diversity makes the firm stronger and enables them to deliver strong legal advice. The firm is very supportive of achieving personal satisfaction and professional accomplishment and offers a competitive salary with benefits package. The firm has received numerous recognitions and accolades for professional achievements. The firm has obtained certification as a green business. Believing in giving back, the firm and the attorneys are actively involved in the local communities.
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A prominent law firm is seeking a Family Wealth & Estate Planning Associate Attorney to join its growing private client practice in San Francisco, California. This role focuses on advising high-net-worth and ultra-high-net-worth individuals and families on estate planning, wealth transfer, and trust administration strategies.
Attorneys pursuing San Francisco legal jobs in private client services will gain the opportunity to work with sophisticated clients across industries such as technology, real estate, finance, and food and beverage. The Estate Planning Attorney will collaborate with the firm’s Private Client Industry Group to provide tailored legal guidance on wealth preservation, trust structures, and family business planning.
This partner-track position offers the opportunity to work closely with experienced attorneys while building strong client relationships within a highly respected estate planning practice.
This opportunity is actively interviewing attorneys seeking advanced San Francisco legal jobs in trusts and estates and family wealth advisory services.
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Key Responsibilities
• Advise high-net-worth and ultra-high-net-worth clients on estate planning and wealth preservation strategies.
• Draft and review estate planning documents including trusts, wills, and related instruments.
• Support sophisticated family wealth planning involving generational wealth transfer and asset protection.
• Assist with trust and estate structuring to support tax efficiency and long-term planning objectives.
• Collaborate with the Private Client Industry Group to develop and maintain strong client relationships.
• Provide strategic legal and business insights tailored to clients’ financial and family goals.
• Work closely with financial advisors, accountants, and other professionals to deliver integrated planning strategies.
• Participate in client development initiatives and support the continued growth of the estate planning practice.
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Qualifications
• 4–7 years of experience practicing as an Estate Planning Attorney or trusts and estates associate.
• Experience advising high-net-worth individuals and families preferred.
• Strong understanding of estate planning structures and family wealth management strategies.
• California Bar required and active license to practice law in California.
• Ability to develop and maintain sophisticated client relationships.
• Strong analytical thinking and legal drafting skills.
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Education
• Juris Doctor (JD) degree from an accredited law school.
• LL.M. in Taxation preferred but not required.
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Certifications
• Licensed to practice law in California.
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Skills
• Strong analytical and legal research capabilities.
• Excellent written and verbal communication skills.
• Experience managing complex client relationships.
• Ability to work both independently and collaboratively.
• Attention to detail in drafting sophisticated estate planning instruments.
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Culture & Firm Appeal
This opportunity is with a respected California-based law firm known for delivering strategic legal services to individuals, families, and businesses across a broad range of industries. The firm maintains a strong presence in the San Francisco legal market and provides comprehensive legal services spanning litigation, business transactions, real estate, and private client services.
The firm emphasizes diversity, collaboration, and community engagement, with initiatives supporting leadership development, diversity programs, and professional advancement. Attorneys benefit from a supportive environment focused on achieving both professional excellence and personal satisfaction.
Professionals exploring San Francisco legal jobs will appreciate the firm’s commitment to client service, inclusive culture, and long-term career growth opportunities within its estate planning and private client practice.
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Why This Role Is Unique
• Opportunity to work with high-net-worth and ultra-high-net-worth clients across diverse industries.
• Exposure to sophisticated family wealth and estate planning strategies.
• Collaborative private client practice within a highly respected law firm.
• Strong mentorship and professional development opportunities.
• Clear partner-track position supporting long-term advancement.
• Ideal opportunity for attorneys seeking advanced San Francisco legal jobs in trusts and estates.
This position rarely opens at this level and provides attorneys the opportunity to expand their expertise in family wealth advisory and estate planning within a thriving private client practice.
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Benefits
• Health and welfare benefits.
• Vacation and leave time, including parental and sabbatical leave.
• Paid holidays.
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Call to Action
Apply now for a confidential discussion with a BCG Attorney Search recruiter.
Explore this elite-level opportunity today.
Submit your resume to learn more about this prestigious role.
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BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.
BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.