Probate Attorney

Swbc Peo•New Braunfels, TX

17d

About The Position

We are a client-focused, planning-driven law firm that helps families protect their wealth, plan for the future, and leave meaningful legacies. Our work is centered around estate planning, trust administration, and asset protection strategies. We are growing and seeking an experienced attorney who shares our commitment to proactive, personalized legal service. Position Overview We are looking for a seasoned Estate Planning Attorney with at least 5 years of experience in designing and executing comprehensive estate plans including Revocable Living Trusts. The right candidate will be confident handling client relationships from consultation to completion and skilled in asset protection, tax planning, and advanced planning strategies. This is a high-impact role where you will work directly with clients, collaborate with a supportive legal team, and play an integral part in shaping the future direction of the firm.

Requirements

Juris Doctor (JD) from an accredited law school
Active bar license in Texas
Minimum of 3 years of direct experience in estate planning and trust-based planning
Proficiency with advanced planning strategies, including asset protection and tax planning
Strong drafting, analytical, and interpersonal communication skills
Highly organized, with the ability to manage multiple projects simultaneously
A client-first attitude and a collaborative team spirit
Very high attention to detail

Responsibilities

Estate Planning & Asset Protection Conduct thorough consultations to assess client goals, asset structures, and family dynamics
Draft and review tailored estate planning documents including Revocable Living Trusts, wills, powers of attorney, and advance healthcare directives
Develop and implement asset protection strategies, business succession plans, and tax-efficient wealth transfer solutions
Stay informed on changes in estate, tax, and elder law to provide forward-thinking counsel
Guide clients through complex legal concepts with clarity and care Probate – we handle a fair amount of uncontested probate matters
Trust Administration Advise successor trustees through post-death trust administration processes
Interpret legal documents, coordinate asset distributions, and ensure fiduciary compliance
Work closely with financial advisors, CPAs, and other professionals to achieve client objectives
Ensure all administrative steps are handled efficiently and accurately
Client Relationship Management – We strive to deliver a Wow experience to them Build strong, ongoing relationships with clients through responsive and compassionate communication
Support educational efforts through occasional webinars or community seminars
Collaborate with client services and marketing teams to support firm growth initiatives
Leadership & Collaboration Partner with attorneys, support staff, and operations to deliver a seamless client experience
Mentor junior attorneys or legal team members as needed
Participate in improving internal processes and legal service delivery standards

Benefits

A role centered on planning and protection—not litigation
Competitive compensation and benefits including very generous paid time off
A collaborative and respectful team environment
Opportunities to grow your role and contribute to the firm’s strategic direction

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume