Estate Planning Specialist

4 weeks ago


Santa Monica, California, United States gpac Full time
Job Summary:
We are seeking an experienced Estate Planner to join our team at gpac. The successful candidate will be responsible for drafting, planning, and reviewing comprehensive estate plans for our clients. They will collaborate with clients, shareholders, attorneys, and firm members to address all aspects of estate planning, conduct legal research, gather and analyze information, and prepare documents.

Key Responsibilities:
  • Draft, plan, and review comprehensive estate plans for clients.
  • Collaborate with clients, shareholders, attorneys, and firm members to address all aspects of estate planning.
  • Conduct legal research, gather and analyze information, and prepare documents.

Requirements:
  • Minimum of five (5) years of experience in estate planning.
  • Law degree from an accredited law school required.
  • Member of California State Bar required.
  • Master of Laws (LL.M.) in Taxation preferred.
  • Certified specialization in Estate Planning, Trust and Probate Law, and/or Taxation from the State Bar of California Board of Specialization preferred.
  • Familiarity with federal and state estate, gift, and income taxes, as well as probate and trust administration law required.
  • Proficiency in Word, Excel, and Outlook required.
  • Proficiency in iManage, HotDocs, and Legal Solutions preferred.
  • Excellent client relations skills and significant client contact.

What We Offer:
We offer a competitive salary, excellent benefits, and opportunities for professional growth and development. We look forward to reviewing your application.

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