Free Estate Planning Attorney Job Description for Microsoft Word
Download this free estate planning attorney job description as a Word document to help you seek an experienced lawyer to join your estate planning firm
Estate Planning Attorney Job Description
[Insert company name here] is an established and successful law firm specializing in [insert key areas of focus here]
We’re looking for an Estate Planning Attorney to work on sophisticated estate planning and estate administration matters, tax planning, as well as providing general business advice.
Roles & Responsibilities
Responsibilities include, but are not limited to:
- Provide technical analysis and prepare explanatory memoranda for various estate, gift, and generation-skipping planning issues
- Review legal documentation for accuracy and conformity to planning objectives
- Analyze existing and proposed estate and gift tax planning to determine risks and benefits and recommend alternatives
- Assist in the drafting of legal documents necessary for the execution of planning transactions
About you
- JD from an accredited law school
- An active member of a state bar in good standing
- [insert number] years of substantive experience with the complex estate, gift and generation-skipping tax planning
- Ability to travel
- Able to work in a collaborative environment, helping colleagues be successful
- Exemplifies humility and is able to learn from co-workers from all levels
- Be adaptable to change and a fast-paced environment
- Ability to prioritize and follow project plans with precision and within deadlines
- Ability to identify issues and work with proper authorities to reconcile and solve problems
- Recent estate, gift, and generation-skipping tax planning experience
- Experience with philanthropic and charitable planning
- Strong research and writing skills
- Excellent judgment and a strong work ethic
- Highest personal and professional integrity and ethical standards
- Experience and ability to work as a team member as well as a team leader
What you’ll get in return
The firm offers a generous benefits package along with compensation based on experience level and client orientation.
- Competitive compensation based on experience
- Medical insurance plan
- Dental insurance plan
- Vision insurance plan
- Contribution to life insurance plan
- 401k profit sharing
- Parking reimbursement
- Social, charity, and wellness events
To apply for the role or have a confidential discussion, contact us on [insert recruiter email address] or [insert recruiter phone number]