Junior Estate Planning Attorney - Legacy Integration

Acorn Financial Services Inc•Reston, VA

58d•Hybrid

About The Position

At Acorn Financial Services, we are eliminating the silos that typically fragment financial lives, where CPAs, investment advisors, and external attorneys operate independently. We serve as a single, proactive team built on a foundation of holistic stewardship. As our Junior Estate Planning Attorney, your mission is to integrate essential legal architecture into our clients' overarching wealth plans, ensuring their assets are protected, efficiently transferred, and legally sound across generations. This role requires a long-term perspective on estate planning as a living, breathing architecture that must compound in value and adapt over decades. The ideal candidate possesses uncompromising technical precision, values collaboration over ego, has unimpeachable character, and thrives in disciplined execution, understanding probate procedures, court filings, and trust mechanics.

Requirements

Technical precision in legal documentation.
Ability to coordinate directly with financial advisors, CPAs, and client services teams.
Understanding of client confidentiality and fiduciary duty.
Knowledge of probate procedures, court filings, and trust mechanics.
Ability to manage case management with structure and accountability.

Nice To Haves

Experience in a collaborative legal environment.
Experience in estate planning.
Experience in wealth management.

Responsibilities

Draft, meticulously review, and revise core legal instruments, including standard and complex Wills, Revocable and Irrevocable Trusts, Powers of Attorney (POA), Health Care Proxies, and Deeds.
Meet directly with clients to assess their legacy goals, gather pertinent family and financial data, and explain intricate estate planning options in a highly practical, understandable manner.
Actively assist with the crucial step of trust funding, ensuring that beneficiary updates are perfectly aligned across all investment and brokerage accounts managed by the broader Acorn advisory team.
Support probate administration processes and represent clients in routine court proceedings when necessary, ensuring all legal deadlines and compliance requirements are strictly met.
Participate in joint client meetings with Acorn tax strategists and investment advisors to ensure your drafted legal strategies actively mitigate tax liabilities and support the holistic wealth plan.