Estate Planning Attorney
Aprio
full-time
Posted on:
Location Type: Remote
Location: New York • United States
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Salary
💰 $150,000 - $175,000 per year
About the role
- Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies.
- Draft, review, and revise estate planning documents tailored to individual client needs.
- Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations.
- Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning.
- Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans.
- Stay current with federal and state laws impacting estate planning, probate, and tax matters.
- Represent clients in probate court and in the administration of trusts and estates as needed.
- Foster trust and rapport with clients through clear communication, confidentiality, and responsive service.
Requirements
- Juris Doctor (JD) degree from an accredited law school.
- Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs.
- At least five years of dedicated experience in estate planning, with direct client interaction.
- Demonstrated expertise in drafting and implementing estate planning documents.
- Strong understanding of estate, gift, and generation-skipping transfer tax laws.
- Excellent communication, negotiation, and problem-solving skills.
- Ability to handle sensitive matters with discretion and empathy.
- Proficiency with legal research and practice management software.
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
estate planningdrafting estate planning documentsprobate lawtax strategiestrust administrationclient consultationsmulti-generational planningcharitable givinglegal researchproblem-solving
Soft Skills
communicationnegotiationdiscretionempathyclient relationship managementguidanceresponsivenesstrust building
Certifications
Juris Doctor (JD)active law license