Estate Planning Attorney

Walker Bowen Talent Partners•Rockville, MD

13h•Hybrid

About The Position

The firm is seeking an experienced Estate Planning Attorney to join its established estate planning and elder law practice. The practice serves high-net-worth clients with estates typically ranging from approximately $5 million to $45 million and provides sophisticated, multi-jurisdictional planning tailored to clients’ financial circumstances, family dynamics, tax considerations, and legacy goals. Its elder law work focuses heavily on document-driven planning and asset protection. The attorney will handle complex client matters independently, produce sophisticated estate planning documents, and collaborate with the elder law practice. The role also offers meaningful practice leadership responsibilities, including supervising paralegals, mentoring junior attorneys, refining department processes and standards, and helping guide the estate planning practice’s continued growth. The position is described as hybrid and collaborative.

Requirements

Significant experience practicing estate planning, including advanced planning for high-net-worth individuals and families.
Exceptional drafting skills and the ability to independently create sophisticated estate planning documents.
Strong understanding of trusts, wills, powers of attorney, advance directives, and advanced estate planning strategies.
Experience handling sophisticated client matters with a high degree of independence.
Strong client counseling, communication, organization, and judgment.
Comfort working in a busy, collaborative, hybrid law practice.
Demonstrated ability or interest in supervising, mentoring, and developing attorneys and paralegals.

Nice To Haves

Experience with elder law and/or asset protection planning is strongly preferred.
Experience with Clio Manage and Clio Grow is a significant plus; training can be provided.

Responsibilities

Advise high-net-worth clients on estate planning, wealth preservation, asset protection, and related strategies.
Independently draft, review, and produce complex estate planning documents.
Develop comprehensive estate plans based on clients’ financial circumstances, family dynamics, tax considerations, and long-term objectives.
Address planning considerations involving clients, assets, and families across multiple states.
Collaborate with the elder law practice on asset protection and document-based planning matters.
Manage client matters independently while maintaining responsiveness, sound judgment, and strong client service.
Supervise and provide direction to paralegals supporting estate planning matters.
Mentor and develop junior attorneys, particularly in drafting, technical knowledge, and client counseling.
Establish and refine best practices, workflows, templates, and quality standards within the estate planning department.
Assume a leadership role in the estate planning practice and help advance the department’s growth.