Description:
A Law Firm is seeking a skilled and client-focused Estate Planning Attorney to join our team. The ideal candidate will have 3–5 years of experience handling a broad range of estate planning matters, including drafting wills and trusts, administering estates, and advising clients on tax-efficient strategies. This role requires a strong understanding of estate, gift, and generation-skipping transfer tax laws, as well as exceptional interpersonal skills to build lasting client relationships.Key Responsibilities:
- Advise clients on all aspects of estate planning, including wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives
- Draft comprehensive estate planning documents tailored to client needs and objectives
- Conduct client consultations and collaborate on strategy for tax minimization, asset protection, and business succession
- Handle trust and estate administration, including probate proceedings, trust funding, and related filings
- Stay current on changes to federal and state estate, gift, and inheritance tax laws
- Coordinate with financial advisors, accountants, and other professionals to implement planning strategies
- Support clients with lifetime gifting strategies and charitable planning
- Handle guardianship and conservatorship matters as needed
Qualifications:
- Juris Doctor (JD) from an accredited law school
- Active bar membership in Oregon and/or Washington
- Minimum of 3–5 years of relevant experience in estate planning and estate administration
- Strong drafting and analytical skills with attention to detail
- Knowledge of federal and state tax laws related to estates and trusts
- Excellent client communication and relationship-building abilities
- Ability to manage multiple client matters independently and efficiently
- LL.M. in Taxation or CFP designation is a plus, but not required
Physical Demands and Work Environment:
- Frequently required to stand
- Frequently required to walk
- Frequently required to sit
- Continually required to utilize hand and finger dexterity
- Continually required to talk or hear
- Continually utilize visual acuity to operate equipment, read technical information, and/or use a keyboard
- Occasionally required to lift/push/carry items up to 50 pounds
