Senior Estate Planning Attorney

Job Overview:
A boutique law firm specializing in Trust and Estate Planning is seeking a skilled Senior Estate Planning Attorney to join its team in Washington, DC. This position involves working directly with high-net-worth clients on sophisticated estate planning matters. The role offers a supportive, people-focused work environment near the beach, providing both meaningful work and a healthy work-life balance.

Location:
Washington, DC

Duties:
• Collaborate with clients and colleagues to move estate planning matters efficiently toward resolution.
• Document discussions, decisions, and time entries in an electronic case management system.
• Draft estate planning documents, including correspondence, court petitions, and customized provisions.
• Lead client meetings and provide strategy recommendations.
• Represent clients at hearings and legal proceedings.
• Review client issues, analyze options, and determine the best course of action.
• Delegate tasks to paralegals and legal assistants and review their work.

Requirements:
• 23 years of experience in estate planning.
• Excellent communication skills, especially in emotionally sensitive situations.
• Strong organizational skills and attention to detail.
• Self-sufficient and dependable, with an aptitude for managing complex cases independently.

Education:
Juris Doctor (JD) degree from an accredited law school.

Certifications:
Active member of the State Bar.

Skills:
• Proficiency in drafting estate planning documents and managing probate cases.
• Strong interpersonal skills with a client-focused approach.
• Tech-savvy, with experience in electronic case management systems.
• Ability to work collaboratively and independently as needed.

Benefits:
• Health, dental, vision, and life insurance coverage.
• Paid time off and performance-based bonus potential.
• A supportive, family-oriented work environment with a commitment to work-life balance.

 

This law firm provides legal representation to individuals, families, and businesses. Its key practice areas include asset protection, elder law, estate planning, conservatorships, premarital planning, probate administration, and veteran's estate planning. The firm has been providing these services for over 25 years. It serves clients in Maryland, the District of Columbia, and Virginia. The firm has offices in Rockville, Columbia, and Annapolis, Maryland, Vienna, Virginia, and Washington, District of Columbia.