Estate Planning Attorney Position
6 days ago
Crescent Edge is seeking an experienced Estate Planning Attorney to join our team in Austin, TX. The ideal candidate will have a strong background in estate planning, excellent drafting skills, and a passion for helping clients navigate the complexities of estate and trust law.
The successful candidate will have a Juris Doctor (JD) degree from an accredited law school, be actively licensed to practice law and in good standing with the Texas State Bar, and have 4+ years' experience in estate planning, probate, and/or trust administration.
Key Responsibilities:
- Meet with clients to assess their estate planning needs, explain available options, and develop personalized estate plans tailored to their goals and circumstances.
- Draft a wide range of estate planning documents, including wills, trusts (revocable and irrevocable), powers of attorney, advance healthcare directives, and related documents.
- Provide clients with strategic advice on minimizing estate taxes, protecting assets, and ensuring an efficient transfer of wealth to heirs.
- Assist clients in the administration of trusts and probate estates, ensuring compliance with legal requirements and facilitating a smooth process for beneficiaries.
- Conduct legal research on estate, tax, and probate laws. Draft legal memoranda, correspondence, and other legal documents as necessary to support client matters.
- Maintain regular communication with clients to update them on case progress, answer questions, and ensure their needs are met throughout the estate planning process.
- Regularly review and update existing estate plans to reflect clients' changing circumstances, such as new assets, family changes, or legislative developments.
- Collaborate with other attorneys, paralegals, and support staff within the firm to ensure that client matters are handled efficiently and effectively.
- Participate in networking events, seminars, and other business development activities to help grow the firm's estate planning practice.
Requirements:
- Juris Doctor (JD) degree from an accredited law school.
- Active license to practice law and in good standing with the Texas State Bar.
- 4+ years' experience in estate planning, probate, and/or trust administration.
- Strong knowledge of estate planning strategies, estate tax law, and probate procedures.
- Exceptional drafting skills, with experience preparing wills, trusts, and other estate planning documents.
- Excellent communication and interpersonal skills to build and maintain client relationships.
- Detail-oriented and highly organized, with the ability to manage multiple clients and cases simultaneously.
- Ability to work independently and collaborate effectively with a team.
- Strong analytical and problem-solving abilities, particularly with complex legal and tax matters.
- Experience with high-net-worth estate planning, including advanced tax strategies and asset protection techniques is preferred.
- LL.M. in Taxation or Estate Planning, or certification in estate planning law, is preferred.
- Knowledge of elder law, Medicaid planning, or special needs trusts is a plus.
- Proficiency in estate planning software (e.g., WealthCounsel, ElderCounsel) is a plus.
Benefits:
- Competitive salary commensurate with experience.
- Annual bonus commensurate with performance.
- Health insurance, retirement plan, and paid time off.
- Opportunities for professional development, CLE and Bar reimbursements, and career advancement.
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