Estate Planning Attorney

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Seeking an Estate Planning Attorney to join a well-established law firm serving closely held businesses, business owners, and high-net-worth individuals. This role offers the opportunity to advise clients on estate planning, tax planning, and business succession strategies while drafting sophisticated legal documents and building long-term client relationships. If you're looking for meaningful work, a collaborative team, competitive compensation, strong benefits, and an excellent work/life balance, this is an outstanding opportunity.

Responsibilities

• Advise business owners and individuals on estate planning, wealth preservation, and tax-efficient strategies.
• Develop and implement business succession and legacy planning solutions.
• Draft estate planning documents, including wills, trusts, powers of attorney, and related business planning documents.
• Prepare partnership, shareholder, and related business agreements.
• Stay current on changes in federal and state tax laws to ensure clients receive the most effective and compliant legal guidance.
• Build trusted client relationships by delivering practical, customized legal solutions.

Qualifications:

• Juris Doctor (J.D.) from an accredited law school.
• Active license and good standing with the State Bar.
• 2 to 3+ years of experience in estate planning, taxation, business planning, or a related practice area.
• Strong analytical, drafting, and problem-solving skills.
• Excellent written and verbal communication abilities.

Compensation & Benefits:

• Competitive compensation, based on experience.
• Performance-based bonus tied to billable hours.
• Medical, dental, and 401(k) benefits.
• Generous Paid Time Off (PTO).
• Excellent work/life balance with a low annual billable requirement of just 1,764 hours, significantly below many private practice firms.

Why Join This Firm?

• Work with a respected practice focused on closely held businesses and business owners.
• Handle sophisticated estate planning, tax planning, and business succession matters.
• Enjoy meaningful client relationships and a collaborative team environment.
• Build your practice while maintaining a healthy work/life balance.

JOB ID: 179152

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Casey Conger

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