Onsite Estate Planning Attorney

Posted 14 minutes ago

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About the role

  • Lead paid strategy sessions with clients
  • Draft and oversee execution of customized estate planning documents
  • Maintain proactive communication with clients
  • Conduct periodic reviews of existing client plans
  • Actively participate in firm-wide meetings and training events

Requirements

  • Deep understanding of estate, trust, tax, and asset protection strategies
  • Experience in managing estate planning matters
  • Strong communication skills
  • Ability to educate clients on estate planning instruments
  • Knowledge of state and federal laws related to estate planning, gift, and generation-skipping transfer taxation

Benefits

  • Compensate clients thoughtfully through comprehensive estate plans
  • Professional development opportunities

Job title

Estate Planning Attorney

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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