Estate Planning Attorney

Role Expectations:

• Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies.
• Draft and review estate planning documents, including wills, revocable trusts, irrevocable trusts, and related planning instruments.
• Lead sophisticated client and advisor meetings with professionalism, clarity, and confidence.

Qualifications:

• Juris Doctor degree from an accredited law school.
• Licensed to practice law and in good standing with at least one state bar.
• Minimum of 5 years of relevant experience in estate & trust planning, with at least 3 years of advanced estate planning experience.

Required Skills:

• Strong knowledge of estate planning, high-net-worth planning, and trust funding.
• Excellent client-facing skills, including the ability to explain complex planning concepts clearly.
• Strong organizational, time-management, analytical, drafting, and writing skills.

Benefits:

• No billable hour requirement.
• Competitive salary and benefits.
• 401(k) with employer match.
• Comprehensive health insurance, paid time off, and flexible work arrangements.