Estate Planning Attorney

Job Description

Job Description

Make a meaningful difference by helping families safeguard what they’ve built and prepare for what’s ahead.

We’re looking for an experienced Estate Planning and Administration Attorney who is comfortable working independently while also contributing to a collaborative team. In this role, you will build and maintain client relationships, develop customized estate plans, and support individuals and families through important life transitions—from proactive planning to trust and estate administration.

You will manage a variety of matters, including drafting wills and trusts, ensuring each plan is tailored, compliant, and designed for long-term effectiveness. You’ll oversee your own caseload while also collaborating with senior attorneys on more complex matters and contributing to the firm’s overall legal strategy.

This role provides a strong opportunity to deepen your expertise in estate planning, wealth transfer, and asset protection, while continuing to refine your skills in drafting, client counseling, and trust and estate administration within a supportive, team-oriented environment.

Candidates may work out of any of our three offices: Little Canada, Burnsville, or Wayzata. Salary includes our $6,000 home office reimbursement.

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

• Work-from-home flexibility

• Team-building activities and firm celebrations

• $1,000 sign-on bonus

• Opportunities for professional growth