Estate Planning Attorney

Job Description

Job Description

Make a meaningful difference by helping families protect what they’ve built and plan confidently for what’s ahead.

We’re looking for an experienced Estate Planning & Administration Attorney who enjoys building trusted client relationships, taking ownership of their work, and being part of a collaborative and supportive legal team.

In this role, you’ll work closely with individuals and families through some of life’s most important decisions—from proactively creating thoughtful estate plans to providing guidance through trust and estate administration. You’ll take the time to understand each client’s unique goals and circumstances and translate them into customized strategies designed to protect their assets, preserve their legacy, and provide peace of mind for the future.

You’ll independently manage a diverse caseload, including drafting wills, trusts, and other estate planning documents, while ensuring each plan is tailored, compliant, and designed for long-term effectiveness. You’ll also have the opportunity to collaborate with senior attorneys on more sophisticated matters, contribute to case strategy, and draw on the knowledge and experience of the broader legal team.

This is a great opportunity for an attorney who wants to continue growing their expertise in estate planning, wealth transfer, asset protection, and trust and estate administration while further developing their skills in sophisticated drafting and client counseling.

At Safe Harbor Estate Law, you’ll have the autonomy to take ownership of your matters while still having the resources, collaboration, and support of an experienced team behind you.

Work Location & Compensation

Candidates may work from any of our three Minnesota offices:

• Little Canada

• Burnsville

• Wayzata

The compensation package includes a $6,000 annual home office reimbursement , paid at $250 per paycheck.

Compensation:

$90,000 - $96,000 yearly

Responsibilities:

Client Consultation & Strategy

• Meet with clients to assess their estate planning needs
• Educate clients on wills, trusts, powers of attorney, healthcare directives, and other planning tools
• Develop tailored estate plans based on family dynamics, asset structure, and clients’ long-term goals

Document Drafting & Review

Draft and review legal documents such as:

• Revocable and irrevocable trusts
• Powers of attorney (financial)
• Healthcare directives
• Medicaid long-term care pre-plans
• Ensure legal documents reflect client intentions and are compliant with applicable laws and regulations

Legal Research & Compliance

• Stay current with changes in estate planning laws, tax regulations, and probate codes
• Research complex legal questions regarding estate taxation, gifting, asset protection, etc

Client Relationship Management

• Build and maintain relationships with clients and their families
• Coordinate with financial advisors, accountants, and other professionals

Team Collaboration & Contribution

• Work closely with senior attorneys on complex matters
• Support firm initiatives such as internal training, process improvement, or community engagement events as appropriate

Qualifications:

Education & Experience

• A four-year university degree and Juris Doctor (JD) from an accredited law school are required
• Active license to practice law in Minnesota
• 3-7+ years of experience in estate planning
• Experience in client-facing legal work

Knowledge, Skills & Abilities:

• Strong legal drafting and analytical skills
• Strong command of estate planning strategies, with the ability to design and implement customized plans involving wills, trusts, incapacity planning, and effective wealth transfer solutions
• Demonstrated excellent communication and interpersonal skills, both written and verbal
• Detail-oriented and highly organized, must be thorough while completing tasks
• High-level of integrity
• Investigative and curious nature
• Strong problem-solving and conceptual thinking abilities
• Ability to be autonomous and independently handle complex matters and relationships
• Comfort discussing sensitive family and financial topics
• Adaptability and openness to variety in the workplace

About Company

Safe Harbor Estate Law helps MN and WI families protect what matters most through estate planning, elder law, asset protection, Medicaid planning, probate, and related services. Our culture is guided by five core values:

• Caring: We treat every person with respect and kindness and seek to add value in every interaction.

• Integrity: We earn trust through integrity & quality..

• Legacy: We believe every person has a unique purpose and the ability to make a lasting impact.

• Family: We value communication, teamwork, unity, and long-term relationships

• Growth: We invest in ongoing learning and a better future

Benefits

• Medical, dental, and vision insurance with 90% employer-paid coverage for employees and their families

• 100% employer-paid life and disability insurance

• 401(k)

• Paid time off and paid holidays

• Wellness reimbursement

• Home-office reimbursement

• Flexible scheduling

• Team-building activities and firm celebrations

• $1,000 sign-on bonus