Estate Planning Attorney

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies. • Draft, review, and revise estate planning documents tailored to individual client needs. • Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations. • 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. • Represent clients in probate court and in the administration of trusts and estates as needed. • Foster trust and rapport with clients through clear communication, confidentiality, and responsive service.

• Juris Doctor (JD) degree from an accredited law school. • Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs. • At least five years of dedicated experience in estate planning, with direct client interaction. • Demonstrated expertise in drafting and implementing estate planning documents. • Strong understanding of estate, gift, and generation-skipping transfer tax laws. • Excellent communication, negotiation, and problem-solving skills. • Ability to handle sensitive matters with discretion and empathy. • Proficiency with legal research and practice management software. • Experience with high-net-worth clients and complex estate structures. • Background in probate litigation or trust administration. • Ability to deliver presentations and educational seminars to clients and community groups. • Experience working with accountants and financial planners to provide coordinated solutions for clients.