Estate Planning Attorney

3 weeks ago


Napa, United States W3Global Full time

Role Description This is a full-time, on-site position based in Napa, California. The Estate Planning Attorney Will Handle day-to-day tasks related to estate planning, estate law, probate, estate administration, and succession planning. Draft sophisticated trust instruments such as SLATs and IDGTs for clients throughout the state. Be directly involved in strategy and client meetings, business development, and fostering relationships with existing and new clients immediately. Engage in creating basic estate plans as well as customizing plans with high-net-worth individuals and families, providing a high level of service and expertise. Why Join Gaw Estate Planning Direct Client Engagement: Work with an extraordinary range of clients, from high-net-worth individuals with complex estates to individuals and families with basic estates. Mentorship: Work at a firm with a stellar reputation and receive guidance from a pioneer in the field. Community Connection: Be part of the Napa Valley community and attend local events. High-End, Personalized Service: Contribute to a firm known for its attention to detail, high-touch services, and focus on customized estate planning solutions. Professional Growth: A collaborative environment that values teamwork, personal development, and professional excellence. Office Environment: Work in a tight knit community with an emphasis on work-life balance, embracing systems and processes as well as the latest innovations in legal technology to improve efficiency, insight, and collaboration across the firm. Qualifications Juris Doctor (JD) degree from an accredited law school with California Bar license. A minimum of 7 years of experience in estate planning, estate law, probate, gift and estate tax, and estate administration. Commitment to living in or near Napa Valley and actively engaging in the local community. Compensation & Billable Requirement Compensation: salary of $170,000 plus bonuses based upon performance. Benefits include a simple IRA with limited matching, medical benefits, supplemental dental, life and disability, vacation, sick leave, and reimbursement for continuing education. Requirement of 1500 billable hours per year. #J-18808-Ljbffr



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