Estate Planning Attorney

Position Responsibilities

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies.
• Draft, review, and revise estate planning documents tailored to individual client needs.
• Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations.
• Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning.
• Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans.
• Stay current with federal and state laws impacting estate planning, probate, and tax matters.
• Represent clients in probate court and in the administration of trusts and estates as needed.
• Foster trust and rapport with clients through clear communication, confidentiality, and responsive service.

Qualifications

• Juris Doctor (JD) degree from an accredited law school.
• Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs.
• At least five years of dedicated experience in estate planning, with direct client interaction.
• Demonstrated expertise in drafting and implementing estate planning documents.
• Strong understanding of estate, gift, and generation-skipping transfer tax laws.
• Excellent communication, negotiation, and problem-solving skills.
• Ability to handle sensitive matters with discretion and empathy.
• Proficiency with legal research and practice management software.

Preferred Skills

• Experience with high-net-worth clients and complex estate structures.
• Background in probate litigation or trust administration.
• Ability to deliver presentations and educational seminars to clients and community groups.
• Experience working with accountants and financial planners to provide coordinated solutions for clients.