Estate Planning Attorney Sample Job Descriptions

[Your Company Name] is searching for an experienced estate planning attorney. We are in need of an exceptionally analytical candidate with great negotiation and organization skills who is able to work full-time. An estate planning attorney drafts documents like wills, trusts, and powers of attorneys. This position comes with a lot of responsibility and aims to reduce questions about how an estate should be handled. If you have plenty of experience working in estate planning, are a licensed attorney, and have exceptional written communication skills, please apply!

Typical duties and responsibilities

• Discuss plans with clients for distributing clients’ assets
• Draft and file wills, trusts and powers of attorney
• Advise clients regarding retirement plans, charitable giving, and insurance options
• Litigate cases that go to probate court

Education and experience

This position requires a Juris Doctorate as well as a license to practice law in the state where the candidate will work. A background in finance, accounting, or tax law is preferred.

Required skills and qualifications

• Expertise in written and verbal communication
• Knowledge of federal and state laws and regulations regarding taxes, wills, trusts, and estates
• Research skills
• Analytical thinking
• Negotiation skills

Preferred qualifications

• Strong written and oral communication skills
• Responsive customer service
• Strong problem-solving skills
• Organizational skills

The position will involve building the existing practice and the potential of serving in a leadership role. We seek an experienced attorney who can immediately assist with significant trusts and estate/tax work and assume responsibility in this very active practice.

Responsibilities and qualifications

• Experienced estate planning lawyer with broad experience, including complex estate, tax, wealth, and business succession planning
• Primary areas include estate and tax planning, including estate planning for mid to high net worth individuals and families, income tax, transfer tax and charitable planning, as well as pass-through entity (LLCs and LPs) and business succession planning
• Drafting of both basic and sophisticated estate planning documents, including income and estate tax planning documents, irrevocable trusts, and business planning documents
• Counseling fiduciaries in estate and trust settlement and administration

Experience and skills

• Juris Doctorate
• Admission to the Tennessee Bar
• 7+ years of estate planning experience
• CPA/LLM in tax preferred, but not required
• Exhibit excellent written and verbal communication skills
• Excellent organizational, analytical skills, and attention to detail
• Must possess excellent interpersonal skills
• Demonstrated client relationship skills, including the ability to lead in-person client meetings

If you are ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous because we value the culture we have instituted at our firm. We have cultivated a remarkable team that embraces the belief that the work we do is more than just a job, it is a way to help protect the lives of the families we serve.

Responsibilities

• Conduct initial consultation with clients
• Identify the appropriate strategy to meet the client’s expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client’s objectives
• Draft estate planning documents, including wills, distinct types of trusts, ancillary documents, etc.
• Ability to explain complex legal concepts and explain all provisions of the estate plan to the client
• Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, and work well with change in a fast-paced environment
• Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward
• Cultivate relationships with the firm’s existing and future clients by maintaining consistent and timely communication
• Report on caseload at a weekly case review meeting
• Develop a client following to increase the firm’s revenues

Qualifications

• Preferred 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client’s objectives
• Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client
• Working knowledge of finance, investments, and taxes
• Great ability to focus under pressure and the willingness to do what needs to be done
• Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct
• Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software
• Experience with Wealth Counsel drafting is desired
• Tax experience or CPA a plus
• A transferrable book of business is a BIG plus

Our rapidly growing client is seeking an experienced estate planning attorney to work alongside the firm partners, financial advisors, and CPAs to provide estate and business planning services to their clients.

Responsibilities

• Drafting legal agreements
• Reviewing estate plans and other documents/agreements prepared by legal assistants
• Responding to client email inquiries and phone calls
• Assisting in the design and implementation of advanced estate planning solutions
• Assisting in the design and implementation of charitable planning solutions
• Read and interpret new tax laws and legislative updates
• Educating firm’ s financial advisors and CPAs about certain legal matters pertaining to common clients
• Attending prospective client meetings

Requirements

• Licensed attorney in good standing in Texas
• Minimum of 4 years of estate planning experience
• Desire to meet with clients regularly

Estate Planning Attorney benefits

• Group Medical Insurance Plan, including $450/month allowance
• Unlimited earning potential
• 401(k) match up to 4%
• Remote opportunity
• Unlimited Paid Time Off