Estate Planning Specialist

5 days ago


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

About the Role

We are a leading Estate Planning, Elder Law, and Special Needs planning firm in California with a rich 40-year history. We offer a supportive environment and a vibrant client community.

We seek an experienced estate planning attorney who is detail-oriented, great with people, and hungry to grow/learn within our boutique law firm. This role offers significant upside opportunities (financially and professionally) due to our growth.

The ideal candidate will have experience in estate planning, elder law, special needs, and/or estate tax planning. A strong analytical and organizational skillset is essential, along with excellent written and verbal communication skills.

Key Responsibilities

  • Meet with clients and support senior attorneys in completing document drafting and proofing
  • Follow up with multiple clients and take on individual client matters
  • Handle estate planning, elder law, special needs, estate tax, probate, estate administration, and succession planning matters

Requirements

  • Estate Planning, Special Needs, Estate Tax planning, elder law - 5 years or more of direct experience
  • Experience in probate and estate administration
  • Strong analytical and organizational skills
  • Great PEOPLE skills and collaborative nature
  • Juris Doctor (J.D.) degree from an accredited law school
  • Admission to the State Bar of California

Compensation

The salary offered for this position will be commensurate with direct experience. Significant upside potential exists due to the firm's growth trajectory.



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