Attorney - Estate Planning Lead

Legacy Law Firm, P.C.

Johnston (IA)

Sur place

USD 90 000 - 150 000

Plein temps

Il y a 2 jours
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Avantages offerts par ce poste

Wellmark HDHP with HSA (PPO available)
401(k) with employer contribution
Long-term disability
Dependent care FSA
Unlimited PTO

Résumé du poste

Legacy Law Firm, P.C. is opening a Johnston office and seeking an attorney with a passion for estate planning, tax strategy, and business planning to help families protect what matters most.

Based in the region, the firm values mentoring, collaboration, and client-focused service, offering flexible scheduling, competitive compensation, and a strong benefits package while building a boutique practice focused on estate planning, elder law, and related fields.

Qualifications

  • 1+ years of estate planning experience, including trusts.
  • Educational background or professional experience in accounting, taxation, finance, business, or a related field preferred.
  • Leadership ability and the drive to manage your cases without daily oversight.
  • A collaborative mindset and commitment to delivering exceptional client service.

Responsabilités

  • Meet with individuals, families, business owners, and farmers to design customized estate plans.
  • Draft wills, trusts, powers of attorney, business succession plans, and related estate planning documents.
  • Collaborate with senior attorneys on advanced estate, tax, and business planning strategies.
  • Build trusted relationships with clients and professional referral partners.
  • Help the Johnston office's legal workflow and client service standards.
  • Guide support staff.
  • Stay in close contact with the Sioux Falls team so both offices run consistently.

Connaissances

Analytical
Drafting
Communication
Interpersonal skills
Leadership

Formation

J.D. from an accredited law school

Description du poste

Legacy Law Firm, P.C. is opening a new office in Johnston and looking for a talented attorney who wants to be part of a highly accomplished, respected boutique estate planning firm where their work matters. If you have a passion for estate planning, tax strategy, business planning, and helping families protect what matters most, we'd love to meet you.

Based in Sioux Falls, South Dakota, our legal team has substantial experience planning for families, business owners, farmers, and high-net-worth individuals. We develop and implement customized estate plans designed to facilitate the transfer of wealth, preserve family harmony, and minimize our clients' overall tax burden. Clients know us for sophisticated legal counsel and for responsive, empathetic, approachable service that makes complex legal and financial concepts understandable.

Just as we invest in our clients, we believe in investing in our team. At Legacy Law Firm, P.C., you’ll find inspirational leadership, comprehensive on-the-job training, flexible scheduling options, competitive compensation, an excellent benefits package, and a collaborative, supportive culture where people genuinely enjoy working together. We believe exceptional client service begins with an exceptional team, and we’re committed to helping our team members grow professionally and personally. If you are looking for a firm where you are valued, your career can continue to grow, and you are part of a real team, we would like to hear from you!

About the Role

You will work with individuals, families, business owners, and agricultural clients. You'll also work closely with our experienced attorneys in Sioux Falls and continue developing advanced planning skills, but since most mentoring will happen remotely, you should be comfortable handling trusts and core estate planning documents on your own from day one.

Because the office is new, you'll help with business development by building relationships with clients and professional referral partners across the Johnston area.

Key Responsibilities
  • Meet with individuals, families, business owners, and farmers to design customized estate plans.
  • Draft wills, trusts, powers of attorney, business succession plans, and related estate planning documents.
  • Collaborate with senior attorneys on advanced estate, tax, and business planning strategies.
  • Build trusted relationships with clients and professional referral partners.
  • Help the Johnston office's legal workflow and client service standards.
  • Guide support staff.
  • Stay in close contact with the Sioux Falls team so both offices run consistently.
Experience and background:
  • 1+ years of estate planning experience, including trusts.
  • Excellent analytical, drafting, communication, and interpersonal skills.
  • Educational background or professional experience in accounting, taxation, finance, business, or a related field preferred.
Must-haves:
  • J.D. from an accredited law school and licensed to practice law in Iowa.
  • Leadership ability and the drive to manage your cases without daily oversight.
  • A desire to build a long-term career.
  • A collaborative mindset and commitment to delivering exceptional client service.
  • Strong attention to detail and outstanding organizational abilities.
  • A desire to work as a team in a collaborative environment.
Why This Role Stands Out
  • An attorney role in a new office, with room to grow in leadership and compensation.
  • Inspirational leadership and hands-on mentoring from highly accomplished attorneys.
  • A boutique practice focused exclusively on estate planning, elder law, and business planning.
  • A collaborative, supportive culture where people genuinely enjoy working together.
Compensation and Benefits
  • Salary: $90,000 to $150,000, commensurate with experience.
  • Yearly performance bonus of up to 3% of salary.
  • Firm-paid employee premium on the Wellmark HDHP with HSA (PPO available); Aflac dental and VSP vision.
  • 401(k) through Edward Jones with a 3% employer contribution after one year.
  • Long-term disability through Northwestern Mutual and a dependent care FSA.
  • Cell phone on the firm's business plan.
  • Conscientious unlimited PTO, 10 paid holidays, 2 floating holidays, and your birthday afternoon off.

Equal Opportunity Employer

Legacy Law Firm, P.C. is an equal opportunity employer and does not discriminate on the basis of any legally protected status.

Please note: We do not accept unsolicited inquiries, candidate submissions, or services from third-party staffing or recruiting agencies.

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