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We are seeking an experienced and client-focused Estate Planning Attorney to join a growing practice. This role is ideal for an attorney who enjoys working directly with clients, providing thoughtful guidance, and developing comprehensive estate plans tailored to individual and family needs.
Job Responsibility:
Meet with clients to assess estate planning needs and objectives
Advise on and draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
Guide clients on asset protection, wealth transfer strategies, and tax considerations
Manage estate planning matters from initial consultation through execution
Review and update existing estate plans as needed
Collaborate with colleagues and support staff to ensure efficient workflow
Maintain strong client relationships and provide ongoing counsel
Requirements:
J.D. from an accredited law school and admission to the state bar
2+ years of estate planning experience
Strong drafting, analytical, and communication skills
Ability to manage client relationships with professionalism and empathy
Detail-oriented with strong organizational skills
Experience handling client consultations independently is preferred
Nice to have:
Knowledge of estate and gift tax planning strategies
Experience with trust administration or probate is a plus
Business development or client-facing experience is highly valued
What we offer:
Collaborative and supportive work environment
Opportunity for growth and advancement
Strong administrative support
Predictable workflow and work-life balance
medical, vision, dental, and life and disability insurance