Attorney - Estate Planning Lead
About The Position
Legacy Law Firm, P.C. is opening a new office in Johnston and looking for a talented attorney who wants to be part of a highly accomplished, respected boutique estate planning firm where their work matters. If you have a passion for estate planning, tax strategy, business planning, and helping families protect what matters most, we'd love to meet you. Based in Sioux Falls, South Dakota, our legal team has substantial experience planning for families, business owners, farmers, and high-net-worth individuals. We develop and implement customized estate plans designed to facilitate the transfer of wealth, preserve family harmony, and minimize our clients' overall tax burden. Clients know us for sophisticated legal counsel and for responsive, empathetic, approachable service that makes complex legal and financial concepts understandable. Just as we invest in our clients, we believe in investing in our team. At Legacy Law Firm, P.C., you’ll find inspirational leadership, comprehensive on-the-job training, flexible scheduling options, competitive compensation, an excellent benefits package, and a collaborative, supportive culture where people genuinely enjoy working together. We believe exceptional client service begins with an exceptional team, and we’re committed to helping our team members grow professionally and personally. If you are looking for a firm where you are valued, your career can continue to grow, and you are part of a real team, we would like to hear from you!
Requirements
- 1+ years of estate planning experience, including trusts.
- Excellent analytical, drafting, communication, and interpersonal skills.
- J.D. from an accredited law school and licensed to practice law in Iowa.
- Leadership ability and the drive to manage your cases without daily oversight.
- A desire to build a long-term career.
- A collaborative mindset and commitment to delivering exceptional client service.
- Strong attention to detail and outstanding organizational abilities.
- A desire to work as a team in a collaborative environment.
Nice To Haves
- Educational background or professional experience in accounting, taxation, finance, business, or a related field preferred.
Responsibilities
- Meet with individuals, families, business owners, and farmers to design customized estate plans.
- Draft wills, trusts, powers of attorney, business succession plans, and related estate planning documents.
- Collaborate with senior attorneys on advanced estate, tax, and business planning strategies.
- Build trusted relationships with clients and professional referral partners.
- Help the Johnston office's legal workflow and client service standards.
- Guide support staff.
- Stay in close contact with the Sioux Falls team so both offices run consistently.
Benefits
- Competitive compensation
- Excellent benefits package
- Comprehensive on-the-job training
- Flexible scheduling options
- Yearly performance bonus of up to 3% of salary.
- Firm-paid employee premium on the Wellmark HDHP with HSA (PPO available); Aflac dental and VSP vision.
- 401(k) through Edward Jones with a 3% employer contribution after one year.
- Long-term disability through Northwestern Mutual and a dependent care FSA.
- Cell phone on the firm's business plan.
- Conscientious unlimited PTO, 10 paid holidays, 2 floating holidays, and your birthday afternoon off.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
