Estate Planning Attorney - Dallas, TX
About The Position
Cordell & Cordell is seeking a full-time Estate Planning, Probate and Trust Administration attorney in Dallas, Texas. The attorney will conduct initial client consultations and manage the resulting caseload, draft estate planning documents for clients across a wide range of net worth, and represent clients in probate court cases in various Missouri jurisdictions. The role includes providing strong client representation through monthly status reports and weekly file reviews. Some flexibility in schedule and daily work location is available, but daily in-office presence is generally required for regular client consultations and document signings. Cordell & Cordell describes the role as an opportunity to build a destination career in a workplace that invests in its people and prioritizes work-life balance.
Requirements
- Juris Doctorate from an accredited university.
- Licensed to practice law in Texas.
- At least 5 years of experience as a practicing attorney; experience as a trust officer may be considered.
- Experience drafting estate planning documents and working in probate and trust administration.
- Ability to quickly learn new technical programs and software.
Nice To Haves
- Experience with trust and probate litigation.
- Experience representing clients in guardianship and conservatorship applications.
- Experience planning for high- or ultra-high-net-worth clients and general taxation knowledge or experience.
- Experience with Medicaid asset planning.
- An existing book of business to bring to the firm.
Responsibilities
- Conduct initial consultations with clients and manage the caseload generated by those consultations.
- Draft estate planning documents for clients with a wide range of net worth.
- Represent clients in cases filed in probate court in various Missouri jurisdictions.
- Provide client representation that includes monthly status reports and weekly file reviews.
Benefits
- 100% employer-paid health premiums and incentives for wellness program participation.
- Employer-paid dental premiums.
- Employer-paid life, long-term disability, and short-term disability premiums.
- Medical plans, including HDHP, PPO, HSA, and FSA options.
- Dental, vision, life and AD&D, long-term disability, and short-term disability insurance.
- 401(k) savings plan with employer matching.
- Paid time off.
- Wellness program with the potential to earn employer-paid health premiums.
- Competitive compensation.
- Work-life balance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Ph.D. or professional degree
