Estate Planning Associate Attorney (3+ years experience)

About the role

We are looking for an Associate to join our firm to help support our seasoned Estate Planning Attorneys. The ideal candidate will advise individuals, families, and business owners on a wide range of estate planning matters.

Responsibilities

• Meet with clients to assess estate planning needs and develop customized estate plans.
• Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, health care directives, and related documents.
• Advise clients on estate, gift, and generation-skipping transfer tax considerations.
• Develop asset protection and wealth preservation strategies.
• Assist business owners with succession planning and ownership transition matters.
• Counsel fiduciaries, trustees, personal representatives, and beneficiaries regarding estate and trust administration.
• Collaborate with financial advisors, accountants, insurance professionals, and other advisors to implement client objectives.
• Conduct legal research and remain current on changes in estate planning, tax, trust, and probate laws.
• Maintain accurate case files and documentation in accordance with firm policies.
• Participate in business development, networking, community involvement, and client relationship-building activities.
• Manage probate and estate administration matters from initial intake meeting to final distribution of the estate.

Requirements

• Juris Doctor (J.D.) degree from an accredited law school.
• Licensed and in good standing to practice law in the applicable jurisdiction.
• Experience practicing estate planning, trust and estate administration, or a related area of law preferred.
• Experience drafting sophisticated estate planning documents and advising high-net-worth individuals is a plus.
• Strong knowledge of estate planning, trust administration, probate, and tax planning principles.
• Excellent legal writing, drafting, and analytical skills.
• Strong interpersonal and client counseling abilities.
• Ability to explain complex legal concepts in a clear and practical manner.
• Exceptional organizational and time management skills.
• Ability to work independently while collaborating effectively with attorneys and staff.
• Proficiency with legal research tools and document management systems.
• Experience with advanced estate planning techniques, including irrevocable trusts, charitable planning, special needs trusts, and business succession planning.
• Existing referral relationships or demonstrated business development experience.
• LL.M. in Taxation or Estate Planning (preferred but not required).

Education and Licensure

• Juris Doctor (J.D.) degree from an accredited law school.
• Licensed and in good standing to practice law in the applicable jurisdiction.

Compensation and Bonus Information

• Base compensation will vary based on level of experience.
• Associate compensation range $95,000-$120,000.
• Associate Attorneys are also eligible for monthly source and annual discretionary bonus incentives based on performance.

Benefits

• Medical, Dental, & Vision Insurance
• HSA & FSA Accounts
• Employer Contribution to HSA if enrolled in High-Deductible Health Insurance plan.
• 401K, with 4% company contribution (after completion of 1 year of service)
• Paid time off
• Paid company holidays
• Company Paid Basic Life Insurance
• Employee Assistance Program
• Annual Marketing & Business Development budget
• Bar license and CLE reimbursements
• Cell phone reimbursement
• Gym reimbursement
• Hybrid Remote Schedule