Estate Planning Attorney
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Job Summary
To support a growing practice, the full-time Estate Planning Attorney will guide clients through the planning process, lead virtual meetings, and draft estate planning documents in a remote environment.
Key responsibilities
- Conduct virtual client meetings to gather information and present tailored estate planning strategies
- Draft and review estate planning documents, including wills and trusts
- Build and maintain strong relationships with financial advisors and their leadership teams
Required qualifications
- Juris Doctor degree from an accredited law school
- Licensed to practice law and in good standing with at least one state bar
- 3+ years of experience in estate and trust planning
- Strong knowledge of estate planning and trust funding; high-net-worth planning experience is a plus
- Comfort working in a technology-enabled legal practice
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