Estate Planning Attorney

Profile

Job Overview

A law firm seeks an experienced Estate Planning Attorney in Frisco, TX. The ideal candidate will have over 8 years of experience in estate planning, with a focus on tax and business planning. This role is perfect for a self-starter who thrives in a collaborative environment and is eager to build a strong professional reputation.

Duties

• Advise clients on estate planning, tax, and business succession strategies.
• Draft and review complex estate planning documents, including irrevocable trusts.
• Counsel clients on wealth transfer, charitable giving, and asset-protection planning.
• Oversee trust and estate administration matters as needed.
• Collaborate with firm partners on business development initiatives.
• Manage and grow client relationships with firm support.

Requirements

• J.D. from an accredited law school; active Texas law license.
• 8+ years of experience in estate planning, tax, or related fields.
• Experience with high-net-worth clients preferred.
• Partial book of business or established referral sources required.
• Excellent drafting, communication, and client management skills.
• Proficiency with technology and cloud-based document management.

Education

• J.D. from an accredited law school.

Certifications

• Active law license in Texas; additional jurisdiction preferred.

Skills

• Strong communication and client management abilities.
• Proficiency in drafting complex legal documents.
• Technological proficiency in a paper-free environment.

Benefits

• 401(k) contribution.
• Health insurance.
• Short-term disability insurance.
• Paid holidays and paid time off.

Company info

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