Estate Planning Attorney

Profile

Job Title: Estate Planning Attorney

Job Overview
A well-established law firm in Dallas, TX, is seeking an experienced Estate Planning Attorney to join their team. This firm has been serving high-net-worth individuals and families for over three decades, specializing in estate, trust, and asset protection planning. They prioritize a balanced, collaborative work environment and are looking for a motivated individual with a strong background in estate planning and probate law. The ideal candidate will be an efficient, compassionate professional with a keen eye for detail and a dedication to exceptional client service.

Duties

• Provide comprehensive estate planning, probate, trust planning, and asset protection services to high-net-worth clients
• Draft, review, and update wills, trusts, and other estate planning documents
• Advise clients on tax strategies related to estate and wealth preservation
• Collaborate with clients and colleagues to develop tailored solutions for complex estate issues
• Manage probate proceedings, including filing and preparing necessary legal documents
• Ensure compliance with state and federal regulations governing estates, trusts, and taxes
• Keep clients informed and provide regular updates on their estate matters
• Maintain a high level of accuracy and attention to detail in all legal documentation
• Cultivate and maintain strong client relationships based on trust and professionalism

Requirements

• Minimum of 3-5 years of experience in estate planning, probate, or related areas
• In-depth understanding of estate, trust, and asset protection laws
• Strong background in tax law, especially as it pertains to estate planning, is preferred
• Ability to work independently while also collaborating effectively with colleagues
• Excellent written and oral communication skills
• Highly organized with the ability to manage multiple projects simultaneously
• Demonstrated empathy and professionalism when dealing with clients
• A commitment to continuous personal and professional growth

Education

• Juris Doctor (JD) from an accredited law school

Certifications

• Licensed to practice law in the state of Texas

Skills

• Exceptional written and verbal communication
• Strong analytical and problem-solving abilities
• Proficient in estate planning software and Microsoft Office Suite
• Ability to work collaboratively and independently
• Detail-oriented with a high level of accuracy
• Empathetic and client-focused
• Strong organizational and time management skills

Job Location

• Dallas, TX (In-person work required)

Benefits

• 401(k) with company matching
• Health, dental, and vision insurance
• Health savings account (HSA)
• Paid time off (PTO)
• Professional development opportunities

Company info

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