Estate Planning Attorney

Walker Bowen Talent Partners•Rockville, MD
•$100,000 - $140,000•Hybrid

About The Position

The firm is seeking an experienced Estate Planning Attorney to join an established, busy estate planning and elder law practice. The role involves sophisticated estate planning for high-net-worth clients, whose estates typically range from approximately $5 million to $45 million. The practice is multi-jurisdictional and combines advanced estate planning with elder law focused on document-driven planning and asset protection. The attorney will manage client matters and produce complex estate planning documents while contributing to the development of the estate planning department. The position offers opportunities to mentor attorneys and staff, improve processes and standards, and take on a leadership role, with potential to lead 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 ability to independently create sophisticated estate planning documents.
  • Strong understanding of trusts, wills, powers of attorney, advanced 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 within a busy, collaborative, hybrid law practice.

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 sophisticated 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.
  • Navigate multi-jurisdictional 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 client service.
  • Supervise and direct paralegals supporting estate planning matters.
  • Mentor and develop junior attorneys in drafting, technical knowledge, and client counseling.
  • Establish and refine best practices, workflows, templates, and quality standards for the estate planning department.
  • Take on a leadership role and help grow the estate planning practice area.

Benefits

  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Paid time off (PTO)
  • 401(k) retirement plan
  • Bonus opportunities
  • Professional development and growth opportunities
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