Aprio
Legal
EstatePlanningAttorney
Neural analysis suggests this role is
optimal for Senior candidates.
“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
Full Job Description
## Description Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Legal team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Estate Planning Attorney to join their dynamic team. We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years of experience in estate planning and client-facing legal counsel. The ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. This role requires exceptional interpersonal skills and the ability to develop and maintain long-term client relationships. ## Position Responsibilities Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies. Draft, review, and revise estate planning documents tailored to individual client needs. Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations. Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning. Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans. Stay current with federal and state laws impacting estate plannin
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