Senior Estate Planning Attorney

Job Overview: A law firm in Palo Alto, CA, is seeking a skilled and experienced Estate Planning Attorney to join a growing team. The firm specializes in estate planning, elder law, special needs planning, and estate tax matters. This role provides the opportunity to work with a supportive and dynamic team, offering both professional and financial growth. The ideal candidate will be detail-oriented, have strong interpersonal skills, and possess experience in estate planning and related areas.

Duties:

• Handle estate planning, elder law, special needs, estate tax, probate, estate administration, and succession planning matters.
• Meet with clients to assess their needs and provide tailored legal advice.
• Draft, proof, and finalize legal documents in coordination with senior attorneys.
• Take on independent client matters and manage cases from start to finish.
• Maintain open communication with clients and provide regular updates on case progress.
• Collaborate with a team of attorneys and legal staff to ensure the timely completion of cases.

Requirements:

• Minimum of 5 years of experience in estate planning, elder law, special needs planning, or estate tax planning.
• Proven experience in probate and estate administration is preferred.
• Strong analytical and organizational skills with attention to detail.
• Excellent verbal and written communication abilities.
• Collaborative nature and strong people skills for building client relationships.
• Ability to manage multiple tasks and prioritize workload.
• Ability to work both independently and as part of a team.

Education:

• Juris Doctor (JD) degree from an accredited law school.

Certifications:

• Licensed to practice law in the state of California.

Skills:

• Expertise in estate planning, elder law, and estate tax matters.
• Strong drafting and proofing skills for legal documents.
• Ability to handle multiple cases efficiently and with high attention to detail.
• Collaborative team player with a proactive mindset for learning and growth.