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Estate Planning Attorney (4+ Years’ Relevant Experience)
Estate Planning Attorney (4+ Years’ Relevant Experience)Gilfix & La Poll Associates • Palo Alto, CA, United States
Estate Planning Attorney (4+ Years’ Relevant Experience)

Estate Planning Attorney (4+ Years’ Relevant Experience)

Gilfix & La Poll Associates • Palo Alto, CA, United States
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]
  • About Us
  • Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.

    Gilfix & La Poll Associates LLP is a nationally recognized estate planning and elder law firm with deep roots in the community. For more than 40 years, we have helped thousands of families plan for the future, care for loved ones, create and protect legacies with compassion and excellence.

    We are a close-knit, collaborative team that values warmth, integrity, and balance. Our attorneys and staff share a deep sense of purpose in serving clients and families with thoughtful, high-quality legal work — and in supporting one another along the way.

    • About the Role
    • We are seeking an

    • Estate Planning Attorney with at least 4 years of relevant experience
    • to join our firm. This is an opportunity to make a meaningful difference in clients’ lives while building your career in a collegial and supportive environment.
    • The ideal candidate is smart, warm and personable, an excellent listener, and thrives in a team-oriented practice. You will handle various aspects of estate planning and administration, while enjoying a healthy work-life balance in a firm that truly values its people.

    • Key Responsibilities
    • Meet with clients to understand their goals and provide compassionate, practical counsel and to serve them from start to completion of engagements
    • Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives
    • Advise on tax implications, asset preservation, and wealth transfer strategies
    • Support families through conservatorship and elder law issues
    • Collaborate with colleagues and case managers to ensure clients receive excellent service
    • Qualifications
    • Juris Doctor (JD) degree from a well-regarded and accredited law school
    • Active California State Bar membership in good standing
    • 4+ years of estate planning experience
    • Experience in probate, conservatorship, trust administration, estate and gift tax matters a plus
    • Strong writing, drafting, and interpersonal skills, strong attention to detail
    • Warm, personable, and committed to building lasting client relationships
    • Ability to balance independent responsibility with teamwork xuwmhxw and collaboration
    • What We Offer
    • Competitive salary ($150,000 – $185,000, depending on experience), plus discretionary bonuses with a chance to grow
    • Comprehensive health and dental insurance
    • 401(k) with employer contribution
    • Paid vacation and holidays
    • Mentorship and professional development opportunities and support
    • A supportive and collegial team culture
    • The opportunity to do meaningful, client-focused work in a firm that is both established and forward-thinking
    • Job Type : Full-time

      Pay : $150,000.00 - $185,000.00 per year

      Benefits :
    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Work Location : In person

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    Estate Planning Attorney • Palo Alto, CA, United States

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