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]