Description:

The Role:
You'll own a caseload of estate planning matters from design meeting through signing and funding. You'll sit across the table from families with real complexity — business interests, blended families, multi-generational wealth — and you'll help them make decisions they feel good about. You'll also own a caseload of probate and estate and trust administration matters. We guide clients through every stage of the probate and administration process, from required court proceedings through full estate and trust administration, proactively addressing issues and complexities along the way.

This isn't a back-room drafting job. Our attorneys lead client meetings, determine strategies, partner closely with advisors, and work alongside a strong team to keep matters moving.

What You'll Do:

Independently manage a high-volume estate planning, probate, and estate and trust administration caseload (target 50-60 active matters) from engagement through completion
Lead estate planning meetings and signing meetings with clarity and confidence
Design and draft revocable and irrevocable trusts, wills, POAs, and ancillary documents with increasing complexity
Advise on asset protection, estate and gift tax planning, and business succession strategies
Lead probate and estate/trust administration meetings, demonstrating the ability to identify and assess key legal issues, risks, and complexities at a high level
Supervise and coordinate associate attorneys and paralegals assigned to your matters, ensuring timely completion of projects and delivery of high-quality work product
Review drafts for quality and consistency before finalization
Coordinate funding and asset retitling with your internal team, clients, and advisors
Communicate proactively — clients and advisors hear from you before they have to ask
Spot legal risks, planning gaps, and missing information early
Keep matter documentation clean and current in our case management system
Build relationships with wealth advisors and referral partners

How Success Is Measured

We use a scorecard. Here's what yours will look like:
Caseload maintained at target capacity
95%+ of client and advisor communications answered within 24 hours
Monthly production targets met

What you bring:
Must-Haves:

JD and active Texas bar license in good standing
5+ years of estate planning experience
Strong command of tax planning and advanced planning strategies
Probate and estate administration experience
Experience leading client meetings without a senior attorney in the room
Clear, organized drafting with a high bar for accuracy
Experience supervising associate attorneys and/or paralegals for project completion
Comfortable managing a full caseload of varying case types

Nice-to-haves:

Existing relationships with wealth advisors in DFW
LL.M. in Taxation or Estate Planning, or Board Certification in Estate Planning and Probate Law
Experience with legal case management software ( Clio, or similar)