Estate Planning Attorney
About the role
JustinBradley’s client is a national wealth management firm whose financial planning expertise and tailored approach in meeting the specific needs of their clients has resulted in steady growth and community recognition. With a focus on growth, their team is excited to add an Estate Planning Attorney to the team. As part of a highly visible national Advanced Planning team, the Estate Planning Attorney will work collaboratively to shape a technology-driven, client focused approach. The Estate Planning Attorney will bring a combination of hands-on technical knowledge to deliver financial and estate planning solutions, and a strategic mindset to help contribute to the firm’s growth and long-term success. This role offers remote flexibility. Successful candidates must be available to work standard Pacific Time (PT) business hours.
Responsibilities
- Act as subject matter expert on estate planning.
- Meet with advisors and clients to identify opportunities, develop, implement and monitor estate planning and/or business succession strategies.
- Build and maintain comprehensive financial plans for clients using estate, income tax and financial planning software.
- Analyze and interpret estate documents (e.g. wills, trusts, powers of attorney) for client presentations.
- Lead discussions around business exit planning, ownership and liquidity transfer.
- Create and contribute to educational content for clients and internal team members.
- Support team development and process improvement initiatives.
Qualifications
- 10+ years’ experience in estate planning across law firms or investment advisory firms.
- JD, CPA and/or CFP required.
- Experience reviewing gift/estate tax returns.
- Exceptional communication and client service skills.
Pay
Compensation range: $175,000/year – $210,000/year
Schedule
Remote flexibility; must be available to work standard Pacific Time (PT) business hours.