Job Description

Gaw Estate Planning, located in Napa, California, is seeking a Full-Time Estate Planning Attorney to join our team. Our boutique estate planning law firm is committed to providing personalized legal services tailored to the unique needs of each client. Our practice is built on trust, education, and close relationships, ensuring that every plan reflects our clients' goals, beliefs, and ideals. Dave Gaw, our founder is a highly regarded attorney and thought leader in estate planning and has built a practice known for delivering customized solutions to our high-net-worth individuals and diverse clients with modest estates of $3,000,000 and above.

This is an exceptional opportunity to work directly with Dave Gaw who has authored four Chapters of the CEB Trust Administration Practice Guide and two 100+ page CEB Action Guides widely used by trust administration professionals. The ideal candidate is interested in being mentored and growing with the firm.

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.
• Work closely with clients to develop customized estate plans that reflect their unique needs and goals.
• Be directly involved in business development, fostering relationships with existing and new clients.
• Work directly with Owner Dave Gaw to continue growing the practice.
• Engage with high-net-worth individuals and families, providing a high level of service and expertise.
• Having an entrepreneurship spirit and wanting to create firm and client success.

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 estates starting at $3,000,000.
• 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.

Qualifications:

• Juris Doctor (JD) degree from an accredited law school.
• Licensed to practice law in the state of California.
• A minimum of 3–5 years of experience in estate planning, estate law, probate, and estate administration (more experience is welcome).
• Strong understanding of succession planning.
• Excellent analytical, problem-solving, and organizational skills.
• Experience working with high-net-worth individuals and families is highly desirable.
• Ability to communicate complex legal concepts effectively to clients.
• Commitment to living in or near Napa Valley and actively engaging in the local community.

Compensation:

Competitive compensation salary based upon experience. Benefits include a simple IRA with limited matching, medical benefits, supplemental dental, life and disability, vacation, sick leave, and reimbursement for continuing education.

Please apply via Linkedin. Please DO NOT contact the firm office directly and we are NOT interested in speaking with recruiters.

We are committed to creating a diverse environment and proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

More about Gaw Estate Planning and Dave Gaw:

Dave Gaw is a highly respected estate planning attorney with decades of experience, celebrated for his exceptional expertise, leadership, and dedication to advancing the legal profession. After co-founding Gaw Van Male in the early 70s, Dave went on to found Gaw Estate Planning in 2018, driven by his vision to create a firm that provides the highest level of personalized service. His mission is to ensure every client receives a plan tailored to their unique goals, beliefs, and ideals. Gaw Estate Planning is a boutique law firm dedicated exclusively to estate planning and related areas of the law.

Located in Napa, California, Gaw Estate Planning is built on the principle that the best legal strategies are developed through trust and strong relationships. The firm’s client-centered approach emphasizes education, empowering individuals to make informed decisions while fostering deeper connections. This dedication to personalized service and thoughtful planning has made Gaw Estate Planning a trusted partner for clients seeking clarity and security.

A thought leader and educator, Dave has authored four Chapters of the CEB Trust Administration Practice Guide and two 100+ page CEB Action Guides widely-adopted systems for trust administration, equipping legal professionals across California with practical tools for success. He is deeply committed to mentoring and guiding other attorneys and legal professionals, helping shape the next generation of leaders in the field.

As a sought-after speaker and educator, Dave frequently shares his knowledge at conferences and seminars, empowering CPAs, attorneys, and clients to navigate complex estate planning matters with confidence. His work as an instructor for the California State Bar’s Estate Planning, Trust, and Probate Law specialization further reflects his passion for education and mentorship.

Recognized as a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California and as a Fellow of the American College of Trusts and Estate Counsel (ACTEC), Dave exemplifies excellence and an unwavering commitment to serving both his clients and the broader legal community.

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