Estate Planning Attorney

ZipRecruiter; Vancouver; On-site; CAD 60,000 - 80,000; Full time

Job summary

A legal firm is seeking an experienced Estate Planning Attorney to advise clients on estate planning matters. The ideal candidate will have 3-5 years of experience and be skilled in drafting documents and providing tax-efficient strategies. This role offers a competitive salary and a supportive work environment with benefits like health insurance and a retirement plan.

Benefits

Health, dental, and vision insurance

Retirement plan with employer contribution

Paid time off and flexible scheduling

Qualifications

• 3-5 years of experience in estate planning.
• Active bar membership in Oregon and/or Washington.
• Strong drafting and analytical skills.

Responsibilities

• Advise clients on estate planning matters.
• Draft comprehensive estate planning documents.
• Conduct client consultations.

Skills

Client communication

Estate planning

Trust administration

Analytical skills

Attention to detail

Education

Juris Doctor (JD)

Job description

Job DescriptionJob Description

McKean Smith 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 -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

Compensation & Benefits:

• Competitive salary based on experience

• Health, dental, and vision insurance

• Retirement plan with employer contribution

• Paid time off and flexible scheduling

• Continuing legal education (CLE) support

• Collaborative and supportive work environment

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