Estate Planning Attorney

Job Title: Estate Planning Attorney

Job Overview:
A prestigious law firm located in Gilbert, AZ is seeking an experienced Estate Planning Attorney to join their team. This firm is known for its commitment to helping entrepreneurial families and high-net-worth clients protect their legacies through advanced estate planning strategies. The ideal candidate will have extensive experience in estate and tax planning, as well as a passion for working in a client-centered, innovative environment. The firm offers a collaborative team atmosphere, providing an excellent opportunity for professional growth while maintaining a balanced work-life dynamic.

Duties:

• Analyze and design advanced estate planning strategies for high-net-worth clients, including tax-efficient wealth transfer and business succession plans.
• Draft sophisticated legal documents such as irrevocable trusts, family limited partnerships, charitable trusts, and more.
• Oversee estate and trust administration, including probate proceedings and fiduciary accountings, ensuring compliance with legal requirements.
• Manage complex guardianship and conservatorship matters, including court filings and ongoing compliance.
• Collaborate with a team of attorneys, paralegals, and support staff on a wide range of estate planning matters.
• Mentor junior team members and provide leadership through workshops and training seminars.
• Build and maintain strong relationships with clients, financial advisors, CPAs, and other professionals involved in the estate planning process.
• Communicate complex legal concepts clearly and effectively to clients, ensuring they are fully informed and empowered throughout the process.

Requirements:

• Licensed to practice law in Arizona (Active Arizona Bar membership required).
• Proven experience in handling complex estate planning, tax planning, and trust administration matters.
• In-depth knowledge of advanced estate planning strategies, including ILITs, SLATs, charitable lead annuity trusts, and business succession planning.
• Experience working with entrepreneurial families and closely held businesses.
• Strong attention to detail and ability to manage multiple projects simultaneously.
• Familiarity with legal technology and case management software to streamline processes and enhance client service.
• Excellent communication skills with a client-focused approach.

Education:

• Juris Doctor (JD) from an accredited law school.

Certifications:

• Active membership in the Arizona State Bar.

Skills:

• Expertise in estate planning, tax strategies, and trust administration.
• Strong leadership and mentoring skills.
• Ability to effectively collaborate with colleagues and external professionals.
• Excellent written and verbal communication skills.
• Tech-savvy with experience using legal drafting software and case management tools.

Job Location:
Gilbert, AZ