Estate Planning Associate

2 weeks ago


Houston, Texas, United States Jacaranda Consulting Full time

Key Responsibilities include

  • Provide comprehensive estate planning services, including drafting wills, trusts, and powers of attorney
  • Provide strategic advice to clients on wealth preservation, tax planning, and estate administration
  • Assist clients through probate proceedings and related legal processes
  • Guide clients in the distribution of assets and the execution of estate plans
  • Represent clients in court proceedings when required, especially in probate-related matters
  • Educate clients on matters such as retirement planning, charitable donations, and insurance options
  • Ensure client files are maintained accurately, organized, and up to date
  • Collaborate with clients to design tailored estate plans that meet their specific goals and needs
  • Excellent opportunity for a seasoned estate planning attorney to handle complex cases and positively impact clients' lives.
  • Experience managing client relationship independently and handling sophisticated planning needs
  • Demonstrates the ability to work collaboratively and communicate effectively with clients and colleagues
  • Strong drafting and analytical skills
  • Deep understanding of trust and estate laws and tax implications
  • Ability to work independently while contributing to a collaborative environment
  • Excellent organizational a time management abilities
  • Professional demeanor and client-centered communication style

Requirements

  • Experience as an estate planning attorney, with a strong background in drafting wills and trusts
  • Juris Doctor (JD) degree from an accredited law school
  • Licensed and in good standing to practice law in the State of Texas
  • In-depth knowledge of estate planning, probate, and tax laws
  • Excellent analytical, negotiation, and communication skills
  • The ability to handle sensitive matters with discretion and professionalism
  • Proven track record of developing and maintaining strong client relationships
  • Strong organizational skills, with the ability to manage multiple cases simultaneously
  • A commitment to providing outstanding client service
  • Proficiency in legal research tools and software
  • Excellent opportunity for a seasoned estate planning attorney to handle complex cases and positively impact clients' lives.

Job Type: Full-time

Pay: $120, $160,000.00 per year

Work Location: In person



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