Wealth Preservation Attorney

Job Overview:
A reputable law firm is seeking an experienced Wealth Preservation Attorney to join its dedicated Wealth Preservation Practice Group. The ideal candidate will have a strong background in estate planning and administration, as well as excellent communication skills. This position offers the opportunity for professional development, mentorship, and exposure to diverse practice areas, all within a supportive and collegial team environment. Flexible work hours are also available.

Location:

• Austin, TX

Duties:

• Meet with clients to discuss estate planning needs, questions, and concerns.
• Draft, review, and analyze estate planning documents, including wills, trusts, and powers of attorney.
• Represent clients throughout the probate and estate administration process, including drafting documents and appearing in probate court.
• Advise clients on transfer tax implications and create strategies to minimize tax liabilities.
• Prepare explanatory memos on estate planning concepts for clients.
• Collaborate with other attorneys on complex legal matters, ensuring the best possible outcomes for clients.

Requirements:

• Strong background in estate planning and administration.
• Excellent oral and written communication skills.
• Ability to counsel clients with patience, empathy, and professionalism.
• Prior experience in probate court is preferred.
• Detail-oriented with strong organizational and analytical skills.
• Ability to work independently as well as part of a team.

Education:

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

Certifications:

• Licensed to practice law in Texas (or ability to obtain licensure).

Skills:

• Proficiency in estate planning, drafting wills, trusts, and powers of attorney.
• Knowledge of probate law and estate administration.
• Experience advising clients on tax implications related to estates and wealth transfer.
• Strong client relationship management skills.
• Ability to communicate complex legal concepts clearly to clients.

Benefits:

• Competitive salary
• Flexible work hours
• Paid training
• Parking assistance
• Full benefits package
• 401(k)
• Profit sharing
• Paid leave

This mid-sized Texas firm handles a wide variety of transactional and litigation matters, and it has a long history of providing its clients with quality legal representation. It represents some of the largest corporations in Texas, and it is well connected in the state's politics. The firm limits its associate hiring, so all associates have the opportunity to make parner and are not forced to compete with each other.