Estate Planning Attorney

Walker Bowen Talent Partners•Annapolis, MD

19h•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 attorney will advise high-net-worth clients, whose estates typically range from approximately $5 million to $45 million, on sophisticated planning tailored to their financial circumstances, family dynamics, tax considerations, and legacy goals. The multi-jurisdictional practice combines advanced estate planning with an established elder law practice focused on document-driven planning and asset protection. The role combines substantial technical drafting and independent client matter management with practice leadership. The attorney will supervise paralegals, mentor junior attorneys, refine departmental workflows and quality standards, and help guide the estate planning practice’s continued growth. The position offers the opportunity to influence the practice’s development and potentially become a leader 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.
Strong client counseling, communication, organization, and judgment.
Ability or interest in supervising, mentoring, and developing attorneys and paralegals.
Comfort working in 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.
Develop comprehensive estate plans based on clients’ financial circumstances, family dynamics, tax considerations, and long-term objectives.
Navigate multi-jurisdictional planning matters involving clients, assets, and families across multiple states.
Collaborate with the elder law practice on asset protection and document-based planning strategies.
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.