Estate Planning Attorney

About the Role:

• Practice estate planning without the traditional billable-hour model.
• Work with high-quality clients and respected financial advisors.
• Use a modern, technology-enabled legal platform.

Responsibilities:

• Conduct virtual client meetings and present tailored estate planning strategies.
• Draft and review wills, revocable and irrevocable trusts, and related planning instruments.
• Collaborate with financial advisors, internal team members, and a national of-counsel attorney network.

Qualifications:

• Juris Doctor degree from an accredited law school and active bar membership.
• Minimum of 5 years of relevant estate and trust planning experience, with at least 3 years advanced.
• Strong client-facing, drafting, analytical, and organizational skills.

Benefits:

• Competitive salary and comprehensive health insurance.
• 401(k) with employer match and paid time off.
• Flexible work arrangements and a collaborative team environment.