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Senior Estate Planning Paralegal

2 months ago


Palo Alto, United States Gilfix & La Poll Associates Full time

EXCEPTIONAL ESTATE PLANNING PARALEGAL OPPORTUNITY IN PALO ALTO, CA

Join the ranks of excellence at an AV Rated boutique law firm in Palo Alto, California. Gilfix & La Poll Associates, LLP, is actively seeking an accomplished paralegal with a penchant for client engagement and a mastery of Trusts and Estate Administration, coupled with a solid understanding of Estate Planning fundamentals. This opportunity is immediate, offering a chance to immerse yourself in a thriving legal environment from day one.


About Us:

At Gilfix & La Poll Associates, LLP, we are pioneers in crafting legacies and safeguarding estates for future generations. Specializing in estate planning, probate and trust administration, conservatorships, and tax planning, we are dedicated to serving our community's diverse estate planning needs.


Why This Opportunity Stands Out:

This is not just another job; it's a gateway to unparalleled mentorship and growth. You'll have the privilege of learning from industry titans, including a Trust and Estate Tax attorney with over four decades of experience and a Senior Paralegal boasting over 30 years of seasoned wisdom. Join a dynamic team committed to making a tangible impact on the lives of our esteemed clients.


Key Responsibilities Include:

  • Orchestrating all facets of trust funding and administration
  • Crafting meticulously drafted estate planning documents
  • Methodically reviewing documents prepared by peers
  • Preparing precise real property documents
  • Cultivating meaningful client relationships through extensive engagement
  • Guiding clients through asset retitling at various institutions
  • Providing invaluable notary services


Qualifications:

The ideal candidate will possess a minimum of five (5) years of demonstrable experience in Trust and Administration, accompanied by stellar academic credentials. Exceptional drafting and analytical prowess, unwavering attention to detail, and polished verbal and interpersonal skills are indispensable traits for excelling in this role.


Benefits of Joining Us:

  • Competitive Salary Package, Tailored to Experience
  • Robust 401(k) Matching Program
  • Comprehensive Employee Dental and Health Insurance Coverage
  • Generous Paid Time Off (PTO) Accrual Plan
  • Continuous Professional Development through Legal Education Reimbursement


Apply Now:

If you're a tenacious paralegal hungry for professional enrichment and eager to make a meaningful difference, seize this opportunity to thrive in a collaborative team environment. Submit your resume no later than June 15, 2024, to be considered for this exceptional role.

Job Type: Full-time