Estate Planning Attorney

Aprio

Estate Planning Attorney helping clients maximize their opportunities at Aprio, a Top 20 CPA and advisory firm. Be part of a dynamic legal team in a fast-growing firm.

Posted 6/12/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSenior💰 $150,000 - $175,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

estate planningdrafting estate planning documentsprobate lawtax strategiestrust administrationclient consultationsmulti-generational planningbusiness interests managementcharitable givinglegal research

Soft Skills

communicationnegotiationproblem-solvingdiscretionempathyclient rapportconfidentialityresponsivenessguidancecollaboration

Certifications

Juris Doctor (JD)active law license