Estate Planning Partnership Track Associate

Profile

Job Overview

A law firm seeks an experienced Estate Planning Partnership Track Associate to join their Houston, TX office. This role requires a minimum of three years of experience in estate planning, strong communication skills, and the ability to guide clients through both routine and complex legal matters.

Duties

• Provide comprehensive estate planning services, including drafting wills, trusts, and powers of attorney.
• Advise clients on wealth preservation, tax planning, and estate administration.
• Assist clients through probate proceedings and related legal processes.
• Guide clients in asset distribution and estate plan execution.
• Represent clients in court proceedings, especially in probate-related matters.
• Educate clients on retirement planning, charitable donations, and insurance options.
• Maintain accurate and organized client files.
• Collaborate with clients to design tailored estate plans.

Requirements

• Minimum of 3 years' experience as an estate planning attorney.
• Strong background in drafting wills and trusts.
• Licensed and in good standing to practice law in Texas.
• In-depth knowledge of estate planning, probate, and tax laws.
• Excellent analytical, negotiation, and communication skills.
• Ability to handle sensitive matters with discretion and professionalism.
• Proven track record of developing and maintaining strong client relationships.
• Strong organizational skills and ability to manage multiple cases.
• Commitment to outstanding client service.
• Proficiency in legal research tools and software.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Licensed to practice law in the State of Texas.

Skills

• Strong drafting and analytical skills.
• Deep understanding of trust and estate laws and tax implications.
• Ability to work independently and collaboratively.
• Excellent organizational and time management abilities.
• Professional demeanor and client-centered communication style.

Benefits

• Health, life, disability, dental, and vision coverage.
• 401(k) retirement plan.

Company info

BCG Attorney Search
10777 Westheimer, Suite 1100
Houston
Texas
United States 77042
Phone : (713) 270-1199
Fax : (213) 895-7306