Estate Planning Attorney Job at Summerall Law, San Jose, CA

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  • Summerall Law
  • San Jose, CA

Job Description

We’re looking for an *Estate Planning Attorney* to handle client signings in the South Bay.

  • What You’ll Do:*
  • Conduct estate planning signings in various South Bay locations
  • Be available for *21 hours of client meetings per week*
  • Cover *some evenings* and *1 weekend day per month*
  • Enjoy flexibility the rest of the week – structure your days how you like
  • Some attorneys prefer more breaks
  • Others like to finish appointments and head home
  • Why This Role:*
  • Low-pressure, client-focused work
  • Flexible hours with consistent weekly schedule
  • Opportunity to connect with clients and help them secure their plans
  • Your Mission:*
Advise clients on estate planning with expertise and compassion. Join one of the Bay Area’s top-reviewed estate planning firms, delivering exceptional client service every step of the way. *Why Summerall Law:* Our purpose is to ease life’s toughest transitions. If that resonates with you, join our supportive, rewarding environment where you can focus on meaningful, client-centered work and maintain a healthy work-life balance. No document, review, no litigation. This is a pleasant job of helping clients make and sign their plans.
  • Key Responsibilities:*
  • Help clients sign and notarize their estate plans, make edits to drafts, and provide outstanding support throughout the process.
  • Collaborate with a notary/administrative team member to ensure smooth client interactions.
  • Support the team through tasks such as email communication, deed research, and addressing unexpected needs.
  • Work closely with attorneys during onboarding and plan to confidently manage client interactions independently within a few weeks.
  • Attorneys in the firm are always available for questions and guidance.
  • Requirements:*
  • Great people skills with a go-with-the-flow attitude.
  • Entry-level candidates welcome; experience in estate planning, trust administration, or related areas preferred.
  • Strong written, verbal, and interpersonal communication skills.
  • Organized, autonomous, and team-oriented with a high work ethic.
  • California Bar license and a persuasive cover letter required.
  • Willingness to become a notary; second language highly preferred (Spanish or Mandarin).
  • Inclusion Statement:*
Summerall Law is committed to fostering an inclusive, diverse workplace. We are an LGBTQI-friendly employer and welcome applicants of all backgrounds. Job Type: Full-time Pay: From $100,000.00 per year Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
License/Certification: * California Bar Card (Required) Work Location: In person #J-18808-Ljbffr Summerall Law

Job Tags

Full time, Flexible hours, Weekend work, Afternoon shift,

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