Junior Estate Planning Attorney - Legacy Integration

Acorn Financial Services•Reston, VA

1d•Hybrid

About The Position

At Acorn Financial Services, we are eliminating silos in financial planning by serving 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. You understand that an estate plan is not a transactional, single-use document but a living, breathing architecture that must compound in value and adapt over decades. You hold an uncompromising standard of technical precision and value collaboration over ego, thriving in environments where you coordinate directly with financial advisors, CPAs, and client services teams. You possess unimpeachable character, handling client confidentiality and fiduciary duty with absolute integrity. You thrive in disciplined execution, knowing probate procedures, court filings, and trust mechanics inside and out, bringing structure and accountability to case management.

Requirements

Uncompromising standard of technical precision in legal documentation.
Ability to sweat the meticulous details in complex legal documentation.
Value collaboration over ego and thrive in environments requiring direct coordination with financial advisors, CPAs, and client services teams.
Possess unimpeachable character, handling client confidentiality and fiduciary duty with absolute integrity.
Embody sincere candor in all client interactions.
Thrive in disciplined execution, knowing probate procedures, court filings, and trust mechanics.
Bring relentless structure and accountability to case management.

Nice To Haves

Experience in integrating legal architecture into overarching wealth plans.
Experience in adapting estate plans as client wealth, tax landscape, and family dynamics evolve.
Experience in managing deeply personal family matters, inheritance dynamics, and asset protection strategies.

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.