Experienced Estate Planning Attorney - Hybrid

Job Description

Job Description

Shape Legacies. Protect Families. Build Your Estate Planning Career.

Estate Planning Attorney (2–5 Years) | Hybrid | $100K+ | Spokane, WA / Coeur d'Alene, ID / AZ Considered

Protect legacies. Solve complex legal challenges. Make a lasting difference. In this role,you'll help clients preserve what matters most through sophisticated estate planning while working in a collaborative, values-driven firm that invests in your professional growth and success.

Our core values guide everything we do:

• Doing the right thing at every turn 
• Respect 
• Helping others and serving our community 
• Empathy 
• Humility 

ESTATE PLANNING ATTORNEY

Position Summary

The Estate Planning Attorney is responsible for reviewing, drafting, revising, and finalizing sophisticated estate planning documents that accurately implement each client's legal strategy. This attorney partners directly with clients throughout the planning process, ensuring documents are legally sound, completed efficiently, and aligned with each client's objectives.

The ideal candidate has experience preparing comprehensive estate plans, enjoys technical legal drafting, and is committed to delivering an exceptional client experience from initial strategy through implementation.

What You'll Do

• Independently draft and review estate planning documents using WealthCounsel. 
• Analyze client information and prepare customized estate planning strategies and documents. 
• Meet with clients to review recommendations, explain planning strategies, and answer legal questions. 
• Revise documents based on client feedback prior to signing. 
• Guide clients and their professional advisors through implementation and estate funding. 
• Manage workflows using Decision Vault, Lawmatics, WealthCounsel, Microsoft 365, and related software. 
• Collaborate with attorneys, paralegals, and staff to ensure an exceptional client experience. 
• Ensure all document deadlines are consistently met. 
• Provide timely, proactive communication with clients and colleagues. 
• Stay current on estate planning law, tax developments, and drafting best practices. 

What We're Looking For

The ideal candidate is:

• Experienced in estate planning document drafting
• Exceptionally detail-oriented 
• Client-centered and relationship-focused 
• A strong legal writer and communicator 
• Organized and deadline-driven 
• Collaborative and solutions-oriented 
• Self-motivated with strong professional judgment 
• Passionate about providing exceptional client service 

Required Qualifications

• Juris Doctor (J.D.) from an accredited law school 
• Active license in good standing in Arizona, Washington, or Idaho, with ability to be admitted to, at minimum, Washington and Idaho
• 2–5 years of estate planning experience 
• Experience drafting sophisticated estate planning documents, or, at minimum, working in estate administration “plus” demonstrably strong drafting skills
• WealthCounsel experience strongly preferred 
• Experience with Decision Vault and Lawmatics is a plus 
• Strong understanding of wills, revocable trusts, irrevocable trusts, state-level estate tax, powers of attorney, healthcare directives, and related planning techniques 
• Excellent writing, communication, and organizational skills 

Compensation & Benefits

Starting Salary: $100K/yr, higher depending on experience

Benefits include:

• Qualified Small Employer Health Reimbursement Arrangement (QSEHRA) 
• AFLAC supplemental insurance options 
• Paid Time Off (PTO) 
• Bar dues paid by the firm 
• Continuing Legal Education (CLE) reimbursement 
• Professional development opportunities, including WealthCounsel conferences and industry events 

Key Performance Indicators

Success in this role is measured by:

• 100% accuracy in drafting sophisticated estate planning documents and legal provisions. 
• 100% of estate planning drafts delivered within the timelines established in the Engagement Agreement, or revised timelines communicated to clients. 
• High-quality drafting requiring minimal revisions. 
• Excellent client satisfaction and responsiveness. 
• Strong collaboration with the Estate Planning Team. 

Join Our Team

If you're an experienced estate planning attorney who enjoys sophisticated legal drafting, collaborating with clients, and helping families protect their futures, we'd love to hear from you.

We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.