Estate Planning Attorney

About the Role

Levine Haddad & Gregory, LLC is a growing Trust and Estate firm located in Union County. We currently have openings in our Estate Planning department for qualified individuals with two to five years of experience and a strong academic background.

Responsibilities

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorney, and tax strategies
• Draft, review, and revise estate planning documents tailored to individual client needs
• Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning
• Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans
• Stay current with federal and state laws impacting estate planning, probate, and tax matters
• Foster trust and rapport with clients through clear communication, confidentiality, and responsive service

Qualifications

• Drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters
• Exceptional interpersonal skills and the ability to develop and maintain long-term client relationships
• Expertise in drafting and implementing estate planning documents
• Understanding of estate, gift, and generation-skipping transfer tax laws
• Excellent communication, negotiation, and problem-solving skills

Benefits

• Medical, Dental, and Vision Insurance
• 401(k)
• 8+ holidays and discretionary time off structure
• 17 personal days per year (vacation, sick, or otherwise)
• Summer Fridays
• Free food & snacks
• Incentive compensation: 10% of all closed business you bring to the firm which was not sourced through our clients, referrals, or other relationships

Pay

$80,000.00 - $150,000.00 per year

Schedule

• Full-time
• In person