Estate Planning Attorney
About The Position
Join Aprio's Legal team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Estate Planning Attorney to join their dynamic team. We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years of experience in estate planning and client-facing legal counsel. The ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. This role requires exceptional interpersonal skills and the ability to develop and maintain long-term client relationships.
Requirements
- Juris Doctor (JD) degree from an accredited law school.
- Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs.
- At least five years of dedicated experience in estate planning, with direct client interaction.
- Demonstrated expertise in drafting and implementing estate planning documents.
- Strong understanding of estate, gift, and generation-skipping transfer tax laws.
- Excellent communication, negotiation, and problem-solving skills.
- Ability to handle sensitive matters with discretion and empathy.
- Proficiency with legal research and practice management software.
Nice To Haves
- Experience with high-net-worth clients and complex estate structures.
- Background in probate litigation or trust administration.
- Ability to deliver presentations and educational seminars to clients and community groups.
- Experience working with accountants and financial planners to provide coordinated solutions for clients.
Responsibilities
- Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies.
- Draft, review, and revise estate planning documents tailored to individual client needs.
- Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations.
- Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning.
- Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans.
- Stay current with federal and state laws impacting estate planning, probate, and tax matters.
- Represent clients in probate court and in the administration of trusts and estates as needed.
- Foster trust and rapport with clients through clear communication, confidentiality, and responsive service.
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
