Estate Planning Attorney

Profile

Job Overview

A law firm seeks an Estate Planning Attorney in Virginia Beach, VA. This role involves guiding clients through the creation of comprehensive estate plans, managing the full lifecycle of estate planning matters, and contributing to the growth of the legal team. The attorney will engage in proactive client consultation, customized plan drafting, and apply a deep understanding of estate, trust, tax, and asset protection strategies.

Duties

• Lead strategy sessions with prospective clients to assess goals and recommend estate planning solutions.
• Educate clients on estate planning instruments such as wills, trusts, and powers of attorney.
• Draft and oversee execution of customized estate planning documents.
• Collaborate with financial advisors and tax professionals for holistic client planning.
• Maintain proactive communication with clients throughout their planning process.
• Stay current on state and federal laws related to estate and gift taxation.
• Participate in firm-wide meetings and training events.

Requirements

• Experience in estate planning and client consultation.
• Strong understanding of estate, trust, and tax strategies.
• Ability to manage multiple client matters efficiently.

Education

• Juris Doctor (JD) degree.

Certifications

• Bar admission in the state of Virginia.

Skills

• Excellent communication and interpersonal skills.
• Strong organizational and time management abilities.
• Proficiency in legal research and document drafting.

Benefits

• Professional development opportunities.
• Collaborative and supportive work environment.

Company info

BCG Attorney Search
1629 K ST NW, Suite 300
Washington
District of Columbia
United States 20006
Phone : (202) 955-5585
Fax : (213) 895-7306