Estate Planning Attorney

Walker Bowen Talent Partners•Annapolis, MD

1d•$100,000 - $140,000•Hybrid

About The Position

The firm is seeking an experienced Estate Planning Attorney to join its established, busy estate planning and elder law practice. The role focuses on advanced planning for high-net-worth clients whose estates typically range from approximately $5 million to $45 million. The practice provides sophisticated, multi-jurisdictional planning tailored to clients’ financial circumstances, family dynamics, tax considerations, and legacy goals, alongside elder law work focused on document-driven planning and asset protection. The attorney will independently handle complex client matters and produce sophisticated estate planning documents while collaborating with the elder law practice. The position also offers practice leadership responsibilities, including supervising and mentoring paralegals and junior attorneys, improving workflows and quality standards, and helping guide the continued growth of the estate planning department. The role may develop into leadership of the estate planning practice area.

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.
Demonstrated ability or interest in supervising, mentoring, and developing attorneys and paralegals.
Strong client counseling, communication, organization, and judgment.
Comfort working within a busy, collaborative, hybrid law practice.

Nice To Haves

Experience with elder law and/or asset protection planning.
Experience with Clio Manage and Clio Grow; training can be provided.

Responsibilities

Advise high-net-worth clients on sophisticated estate planning, wealth preservation, asset protection, and related planning strategies.
Independently draft, review, and produce complex estate planning documents at a high level of technical competency.
Develop comprehensive estate plans based on clients' financial circumstances, family dynamics, tax considerations, and long-term objectives.
Work within a multi-jurisdictional practice and navigate planning considerations involving clients, assets, and families across multiple states.
Collaborate with the firm's elder law practice on planning matters involving asset protection and document-based strategies.
Manage client matters independently while maintaining responsiveness, sound judgment, and high-quality 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 within the estate planning practice and help guide the department's growth.