Advanced Estate Planning Attorney

Overview

An experienced Estate Planning Attorney is needed to support individuals and families with estate planning and tax-related matters. This role involves providing client-focused planning, leading virtual client meetings, and partnering with financial advisors and a collaborative national legal team.

Responsibilities

• 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.
• Collaborate with financial advisors, internal team members, and an of-counsel attorney network across all 50 states.
• Stay current on federal and state estate, gift, and generation-skipping transfer tax laws.
• Advise clients on asset titling, beneficiary designations, and trust funding.
• Build and maintain strong relationships with financial advisors and their leadership teams.
• Respond promptly and professionally to client and advisor inquiries.

Requirements

• 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.
• 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.
• Comfort working in a technology-enabled legal practice.
• Commitment to exceptional client service.

Preferred Qualifications

• No billable hour requirement.

Compensation & Benefits

• Competitive salary and benefits.
• 401(k) with employer match.
• Comprehensive health insurance.
• Paid time off.
• Flexible work arrangements.

Location

Serving individuals and families across all 50 states.