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Job Description
An Estate Planning Attorney responsible for conducting client consultations, developing legacy planning solutions, drafting estate planning documents, and managing sensitive family and financial matters with professionalism and empathy within a dynamic, growth-oriented advisory firm.
Key Responsibilities
- Conduct initial consultations with clients to understand their estate planning needs
- Develop legacy planning solutions tailored to clients' goals
- Draft estate planning documents ranging from basic to advanced
- Navigate sensitive family and financial matters with professionalism and empathy
- Build and maintain long-term relationships with clients
Requirements
- A minimum of five years of experience in estate planning and client-facing legal counsel.
- Hands-on experience conducting initial consultations with clients.
- Experience developing legacy planning solutions.
- Experience drafting estate planning documents ranging from basic to advanced levels.
- Ability to navigate sensitive family and financial matters with professionalism and empathy.
- Exceptional interpersonal skills necessary to develop and maintain long-term client relationships.
Benefits & Perks
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9 holidays and discretionary time off
Parental Leave coverage for primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on performance
Incentive compensation related to new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Competitive compensation
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