Estate and Document Attorney

Overview

The organization is seeking an attorney to support its tax and wealth management teams with estate planning on a non-exclusive basis. This role involves working directly with clients and collaborating with internal Legal Directors and other professionals.

Responsibilities

• Receive hand-offs from internal Legal Directors to provide estate planning services for clients.
• Meet with clients virtually or in person to confirm estate planning needs.
• Prepare estate planning work product, which may include:
  • Revocable living trusts
  • Wills
  • Powers of attorney
  • Healthcare directives
  • Deeds
  • LLCs
• Draft estate planning documents using your own methods or the organization’s document templates.
• Stay up-to-date with the latest state laws.
• Collaborate with a team of professionals to develop strategies with input from tax, business, and financial advisors.
• Serve an established book of business, including households with average client assets from $1 million to $10 million.

Requirements

• Must be licensed in the posted state. Entry level attorneys will be considered.
• Ability to conduct client meetings virtually, and the ability to meet clients to oversee document execution (conference room space may be identified if necessary).
• Excellent written and verbal communication skills.
• Innovative and creative approach to legal work.
• Ability to lead and be decisive.
• Strong time management and organizational skills.
• Collaborative mindset to accept and turn ideas into strategies with support from tax, business, and financial advisors.

Preferred Qualifications

• None stated.

Compensation & Benefits

• Compensation: $250–$350 hourly.
• Uncapped earning potential based on client density in your area.
• Non-exclusive role: the attorney may work with other law firms or continue building their own practice.
• Exposure to financial planning.
• Flexible schedule.

Location

Not specified.