Job Description
Summary:
We are seeking a highly motivated and experienced Estate Planning Attorney to join our team and help families plan for their future and protect their loved ones. This role requires exceptional legal knowledge, strong communication skills, and a genuine desire to guide clients through complex legal matters with empathy and understanding.
Responsibilities:
- Client Consultation and Planning:
- Meet with clients to understand their unique goals and assets.
- Conduct in-depth interviews to assess financial situations, family dynamics, and wishes for distribution of assets.
- Develop comprehensive estate plans, including wills, trusts, powers of attorney, and healthcare directives.
- Advise clients on tax implications, asset protection strategies, and charitable giving options.
- Review and update existing estate plans as needed.
- Document Drafting and Review:
- Draft and revise legal documents with accuracy and attention to detail.
- Ensure all documents comply with applicable state and federal laws.
- Explain complex legal concepts to clients in a clear and understandable manner.
- Obtain client signatures and witness documents as required.
- Must possess analytical, legal research and writing skills
- Excellent verbal and written communication skills
- Licensed attorney
- Solid understanding of estate planning
- Probate & Estate Administration experience preferred
- Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines
- Excellent academic credentials and references
If you want to grow your legal career and consider yourself a self-starter, this is a great opportunity for you. If you're a good fit, you're receive a competitive base salary, bonus potential and benefits package. We want to hear from you, if you love working in a strong team-oriented environment. If you contact us today, we can get your career moving in the right direction!
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