Estate Planning Attorney Job in Richardson, TX Near Me - 352457 | BCGSearch.com

Estate Planning Attorney

Type Full-Time

Location Texas - Richardson

Job ID T9EC352457

Experience Level Midlevel Associate

Job Experience Min. 3 - Max. 5 Years

Practice Areas Estate & Tax Planning

2024-10-29 07:09:30

Title: Estate Planning Attorney

Job Overview:
A well-established law firm specializing in estate planning, probate, and trust administration seeks an experienced Estate Planning Attorney to join their team in Richardson, TX. With over 40 years of dedicated service, the firm is committed to building trusted client relationships and providing personalized legal support. This role is ideal for an attorney passionate about helping families secure their legacies and who values a supportive, collaborative workplace.

Duties:

  • Develop and maintain trusted relationships with clients, focusing on estate planning, probate, trust administration, and asset protection.
  • Draft and review a variety of estate planning documents, including wills, living trusts, LLCs, corporations, and family limited partnerships.
  • Guide clients through the trust administration process, including A trusts.
  • Work empathetically and effectively with senior clients, ensuring clarity and confidence in their estate planning decisions.
  • Contribute to firm growth and promotion through exemplary client service and engagement.
  • Collaborate with a small, dedicated team, prioritizing high standards of service.

Requirements:

  • 3-5 years of experience in estate planning, probate, trust administration, and asset protection.
  • Proficiency with or willingness to learn software such as Clio, WealthCounsel, and ElderCounsel.
  • Strong interpersonal skills, with a commitment to clear and compassionate client communication.
  • Self-motivated, detail-oriented, and committed to continuous personal and professional growth.

Education:

  • Juris Doctorate from an accredited law school.

Certifications:

  • Licensed to practice law in the state of Texas.

Skills:

  • Exceptional oral and written communication abilities.
  • Strong listening skills to build client trust and confidence.
  • Collaborative, team-oriented mindset with a positive and motivational approach.
  • Detail-oriented, thorough, and committed to providing a high level of service.
  • Ability to engage empathetically with clients, particularly senior clients, in a patient and supportive manner.

Job Location:

  • Richardson, TX

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