Estate Planning Attorney
Is this job for you?
Build my CV Build your CV and see how well you match this role — and every other one.
The role
Lead and advise high-net-worth clients on comprehensive estate planning, including wills, trusts, powers of attorney, advance directives, medical directives, and tax strategies.
Draft, review, and tailor estate planning documents from basic to complex, ensuring alignment with clients' goals and family structures.
Conduct client consultations to assess assets, goals, and dynamics; provide clear guidance and recommendations while maintaining confidentiality.
Manage complex estates, including business interests, charitable giving, and multi-generational planning; coordinate with financial advisors and accountants.
Represent clients in probate court and during administration of trusts and estates as needed; stay current on federal/state laws impacting estate planning and tax matters.
Build lasting client relationships through exceptional service, empathy, discretion, and clear communication; deliver presentations and seminars when appropriate.
Draft, review, and tailor estate planning documents from basic to complex, ensuring alignment with clients' goals and family structures.
Conduct client consultations to assess assets, goals, and dynamics; provide clear guidance and recommendations while maintaining confidentiality.
Manage complex estates, including business interests, charitable giving, and multi-generational planning; coordinate with financial advisors and accountants.
Represent clients in probate court and during administration of trusts and estates as needed; stay current on federal/state laws impacting estate planning and tax matters.
Build lasting client relationships through exceptional service, empathy, discretion, and clear communication; deliver presentations and seminars when appropriate.
See the full job post
Responsibilities, requirements, skills and benefits — create your free account.
or
Already have an account?
Log inSimilar openings
Other roles that could suit you.