Estate Planning Attorney
Full Job Posting
- 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.
About Aprio
Full-service CPA-led business advisory and accounting firm.
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