Estate Planning Attorney

Your Legacy Legal Care

Estate Planning Attorney

Houston, TX
Full Time
Paid
  • Responsibilities

    Benefits:

    Competitive salary

    Dental insurance

    Health insurance

    Opportunity for advancement

    Paid time off

    Training & development

    Vision insurance

    Description

    Our growing elder law and estate planning law firm is seeking an experienced Estate Planning Attorney to handle matters from engagement through closing, including facilitating client design meetings, document preparation, and client review meetings. Your excellent communication and writing skills are important as you thoughtfully assist clients with their estate plans.

    This position will operate primarily from our Clear Lake office.

    If you enjoy working with clients, understanding their needs, and giving them the peace of mind that comes with estate planning, this position is for you.

    We are a growing full-service elder law and estate planning law firm dedicated to helping families plan for their future, protect the ones they love, and guide them through the unexpected.

    Responsibilities

    Meet with clients to understand their estate planning needs, document with detailed notes the results of the meeting, strategize and make recommendations and prepare comprehensive, customized Estate Plans.

    Work collaboratively as part of a team.

    Work with third-party professionals such as Financial Planners, CPAs, and Insurance Agents.

    Manage all aspects of a client's matter from engagement to close.

    Supervise the work of junior legal team members (Paralegal and/or Legal Assistants) assigned to assist with production and delivery.

    Qualifications

    Licensed member of the Texas State Bar.

    3+ years experience in Estate Planning, Probate, and Trust Administration.

    Strong research and writing skills.

    Proficient in Microsoft Office, including Word and Excel, experience with Wealth Counsel a plus.

    Excellent organizational skills.

    Background and experience assisting clients with tax matters a plus.

    Experience managing a full caseload.

    Benefits include:

    Health insurance

    Voluntary dental, vision, and supplemental life insurance

    Firm paid life, short and long term disability insurance

    Paid time off

    Opportunities for professional development

    Compensation

    $100,000+

    About Your Legacy Legal Care

    Your Legacy Legal Care is a growing full-service elder law and estate planning law firm dedicated to helping families plan for their future, protect the ones they love, and guide them through the unexpected.