Description:
Position Summary:We are looking for an Estate Planning Attorney who combines strong technical command of Arizona estate planning law with genuine warmth and a high-touch approach to client care. This role manages a full caseload of estate planning matters from initial consultation through document execution, and serves as a steady, trusted advisor for individuals and families making decisions about their assets, their families, and their legacies. The right attorney will be as comfortable untangling a complex family or tax situation as they are sitting across the table from a client who has never thought about any of this before, and will treat both with the same level of care.
Key Responsibilities:
- Manage a full caseload of estate planning matters, including wills, powers of attorney, advanced healthcare directives, and revocable and irrevocable trusts from initial consultation through final execution.
- Design and draft customized estate plans based on each client's family structure, assets, and goals, rather than defaulting to one-size-fits-all templates.
- Manage a steady, high-volume flow of simple trusts, balanced with occasional complex, multi-generational dynasty trust work.
- Serve as the primary point of contact for clients throughout the planning process, providing clear, compassionate, and responsive communication at every stage.
- Spot tax considerations, asset protection issues, and family dynamics that may affect a client's planning decisions, and anticipate complications before they become problems.
- Coordinate closely with the firm's trust administration, probate, tax, and paralegal teams so clients experience one seamless relationship with the firm, not a series of handoffs.
- Guide clients through plan updates and revisions as their lives and circumstances change over time.
- Maintain meticulous case files and calendaring so that document deadlines, signing appointments, and client commitments are never at risk.
- Uphold the firm's white glove standard: prompt follow-up, plain-language explanations, and a client experience that feels personal rather than transactional.
Qualifications:
- Juris Doctor and an active license to practice law in Arizona, or eligibility for prompt admission.
- At least three years of legal experience — any practice area, any title. We value a strong foundation and a genuine willingness to learn over a specific background.
- Meaningful experience in estate planning, with working knowledge of wills, trusts, powers of attorney, and healthcare directives.
- Working knowledge of Arizona estate planning law and related tax and property considerations.
- Exceptional written and verbal communication skills, with the patience and empathy to guide clients through personal and sometimes difficult decisions.
- Strong organizational instincts and close attention to detail, particularly around document accuracy and deadlines.
- Familiarity with practice management and drafting systems such as PracticePanther and HotDocs is a plus.
- A collaborative, team-first mindset and a high degree of personal accountability.
Path to Partnership
Attorneys who thrive in this role have a clear runway for growth. After three years, attorneys become eligible to advance to Equity Equivalent Partner — receiving the compensation and title of an equity partner, without a capital buy-in.
