Job Description

Job Description

Our client is a growing law firm dedicated to delivering exceptional estate planning services, focusing on compassionate, client-centered support. The firm values continuous learning, empathy, and proactive problem-solving. They are seeking an experienced Estate Planning Attorney to join a close-knit team that thrives on collaboration, professional development, and service excellence.

Requirements

Experience & Technical Qualifications

• Education & Licensure: Juris Doctor (JD) from an accredited law school; active state bar membership.
• Estate Planning Expertise : Minimum of 2 years of experience in estate planning law, including demonstrated proficiency in drafting complex estate planning documents (wills, living trusts, etc.).
• Legal Research & Drafting: Advanced proficiency in legal research, document preparation, and the ability to litigate cases when necessary.
• Software Skills : * Preferred experience with WealthDocs drafting software. * Familiarity with Clio Manage for case and client file management.
• Communication & Client Management: Strong written and verbal communication skills, along with the ability to manage client relationships empathetically and professionally.

Core Competencies

• Detail Orientation : Meticulous approach to preparing estate planning documents and conducting legal research.
• Proactive Mindset : Anticipates potential issues and identifies solutions proactively.
• Collaboration & Humility: Demonstrates a team-focused, ego-free approach to working with colleagues.
• Empathy : Understands the emotional complexity of estate planning and offers compassionate guidance to clients.
• Continuous Learning : Committed to ongoing professional development, staying current with evolving laws and seeking skill-enhancement opportunities.

Responsibilities

• Document Preparation : Draft comprehensive estate planning documents using WealthDocs.
• Client Consultations : Meet with clients to assess their unique estate planning needs and provide tailored legal advice.
• Case Management : Maintain and update client files in Clio Manage, ensuring accurate and timely record-keeping.
• Legal Research & Compliance: Stay informed of changes in estate planning laws and regulations, incorporating necessary updates into client documents and firm procedures.
• Collaboration : Work alongside team members to maintain the firm’s high standard of client service.
• Professional Development : Participate in ongoing training and development activities to enhance professional skills.

Benefits

• Competitive Compensation : Salary range of $95,000 – $105,000 per year, commensurate with experience.
• Professional Growth : Opportunities for continuous learning, mentorship, and advancement.
• Supportive Work Environment : Collaborative culture that encourages skill enhancement and teamwork.
• Health & Wellness: Comprehensive health and wellness benefits available.

We are an equal opportunity employer and value diversity in our workplace. If you have the experience, dedication, and passion to provide exceptional estate planning services, we invite you to apply and become an integral part of our growing firm.