S
Estate Planning Attorney
Summerall Law
Full-time
On-site
San Jose, CA, United States
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
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