Aprio
Legal
EstatePlanningAttorney
“Estate Planning Attorney at Aprio. Skills: Estate Planning Attorney, client consultations, drafting estate planning documents, legal research, practice management software. Advise clients on estate planning matters including wills, trusts, and tax strategies, while drafting and reviewing relevant documents. Conduct client consultations to assess needs and manage complex estates, collaborating with other professionals to create integrated plans and staying current with relevant laws.”
Industry & Context.
problem-solving
What They're Looking For.
Must Have
Juris Doctor (JD) degree from an accredited law school. Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs. At least five years of dedicated experience in estate planning, with direct client interaction. Demonstrated expertise in drafting and implementing estate planning documents. Excellent communication, negotiation, and problem-solving skills. Ability to handle sensitive matters with discretion and empathy. Proficiency with legal research and practice management software.
Nice to Have
Experience with high-net-worth clients and complex estate structures. Background in probate litigation or trust administration. Ability to deliver presentations and educational seminars to clients and community groups. Experience working with accountants and financial planners to provide coordinated solutions for clients.
What You'll Do.
Advise clients on estate planning matters including wills
while drafting and reviewing relevant documents. Conduct client consultations to assess needs and manage complex estates
collaborating with other professionals to create integrated plans and staying current with relevant laws.
How You'll Work.
Team & Collaboration
Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans. Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
Communication Scope
client communication; negotiation; presentations
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