Estate Planning Attorney

Job Description

Job Description

We are seeking an experienced Estate Planning Attorney to join its boutique, family-owned law firm in Richardson, Texas. The attorney will assist individuals and families in protecting their assets, preserving their legacies, and developing customized estate planning strategies.

The ideal candidate will have extensive experience in estate planning, probate, trust administration, and asset protection. This role emphasizes sophisticated legal planning, client relationships, and personalized legal services rather than high-volume document preparation.

Key Responsibilities

• Develop and implement customized estate planning strategies for individuals and families.
• Draft and review wills, revocable and irrevocable trusts, and other estate planning documents.
• Advise clients on wealth preservation, asset protection, and business succession planning.
• Handle complex trust planning for high-net-worth individuals and families.
• Manage probate proceedings and trust administration matters.
• Prepare estate planning documents involving LLCs, corporations, and family limited partnerships.
• Provide legal guidance on estate and inheritance-related matters.
• Establish and maintain long-term relationships with clients.
• Conduct client consultations and explain estate planning options.
• Collaborate with attorneys, paralegals, and other legal professionals.
• Support the firm's growth through client development and business development initiatives.

Required Qualifications

• Juris Doctor (J.D.) degree from an accredited law school.
• Minimum 6+ years of estate planning experience.
• Active license to practice law in the State of Texas.
• Strong experience in estate planning, probate, and trust administration.
• Knowledge of sophisticated trust planning and asset protection strategies.
• Excellent legal research, drafting, and communication skills.
• Strong client relationship management abilities.
• Ability to manage complex legal matters independently.
• Strong organizational skills and attention to detail.

Preferred Qualifications

• Experience handling high-net-worth estate planning matters.
• Experience with Wealth Counsel, Elder Counsel, and Clio.
• Knowledge of business succession planning.
• Experience with advanced trust structures and asset protection.
• Strong interpersonal and client counselling skills.