Estate Planning Attorney - Innovative Legal Practice Driven Technology

Estate Planning Attorney - Innovative Legal Practice Driven by Technology

Help families protect what matters most. At Summerall Law, you’ll guide clients through estate planning with compassion and clarity, making legal services accessible and meaningful.

Pay
:
From $100,000 per year

We are one of the Bay Area’s top‑reviewed estate‑planning firms, known for combining technology with a human touch to deliver high‑quality legal services to everyday people. Our clients are not just wealthy elites—they are engineers, professors, teachers, and families who deserve thoughtful, effective estate planning.

We also believe in giving back: we include free special‑needs trusts for families raising children with special needs.

Our practice runs on a collaborative, supportive model—no billable hours, just client service and results. Our attorneys are motivated, efficient, and care deeply about the families we serve. If you want to join a team that values both purpose and balance, this is the place.

This is a full‑time position with attorneys typically working four days per week, primarily serving clients in the mid‑peninsula region of the Bay Area, and working out of our offices in Palo Alto, San Mateo, and Fremont (and others as needed). The role also requires travel to our remote offices in San Diego and Los Angeles approximately once every month or every other month.

To make estate planning more widely available, this position may include some Saturday and evening appointments to accommodate client needs. Outside of scheduled client appointments, attorneys are not expected to respond to email or work during their off‑hours—your personal time is your own.

• Advise clients and oversee signing and notarization of estate plans.
• Review and edit drafts, respond to client emails, and conduct legal research.
• Partner with a notary/administrative teammate to ensure seamless client service.
• Travel as needed (including occasional trips to Los Angeles and Sacramento); mix of remote and in‑person work.
• Collaborate with our development team on technology improvements to continually enhance client experience.
• Grow into independent client management with full team support available.

• Empathy and communication skills
  : ability to connect warmly with a wide variety of clients.
• Efficiency and organization
  : motivated to meet goals without billable hour tracking.
• 2 years as an attorney required; estate planning or trust administration experience a plus.
• Strong written and verbal communication skills.
• Willingness to become a notary.
• Proficiency in a second language strongly preferred.
• A persuasive cover letter that tells us why you want to join Summerall Law.

Summerall Law is committed to fostering an inclusive, diverse workplace. We are an LGBTQI‑friendly employer and welcome applicants of all backgrounds.

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Vision insurance