Estate and Document Attorney

Jobtailor; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor in Dallas, TX seeks an estate planning attorney to provide comprehensive estate planning services to clients referred by Legal Directors. You will meet with clients to assess needs and tailor revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs.

The role requires staying updated on state laws, collaborating with tax, business, and financial professionals, and overseeing document execution for households with assets ranging from $1M to $10M.

Qualifications

• Licensed to practice law in the posting state.
• Entry-level attorneys considered.
• Ability to meet clients to oversee document execution.
• Strong written and verbal communication skills.
• Collaborative with tax, business, and financial advisors.

Responsibilities

• Provide estate planning services to clients referred by Legal Directors.
• Meet virtually or in person with clients to confirm estate planning needs.
• Prepare revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs.
• Draft estate planning documents using personal methods or company templates.
• Stay up to date with the latest state laws.
• Collaborate with tax, business, financial, and legal professionals.
• Oversee client document execution.
• Serve households with average client assets of $1 million to $10 million.

Skills

Excellent communication

Innovative

Creative

Time management

Organizational skills

Education

Licensed Attorney

Tools

Estate Planning Documents

Healthcare Directives

Deeds

LLCs

Document Execution

Job description

• Provide estate planning services to clients referred by Legal Directors
• Meet virtually or in person with clients to confirm estate planning needs
• Prepare revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs
• Draft estate planning documents using personal methods or company templates
• Stay up to date with the latest state laws
• Collaborate with tax, business, financial, and legal professionals
• Oversee client document execution
• Serve households with average client assets of $1 million to $10 million

Requirements

• Must be licensed in the posted state
• Entry-level attorneys will be considered
• Ability to meet clients to oversee document execution
• Excellent written and verbal communication skills
• Innovative and creative
• Ability to lead and be decisive
• Time management and organization
• Collaborative skills to accept and turn ideas into strategies with help from tax, business, and financial advisors

Core Competencies

Demonstrates expertise in estate planning, including the preparation of revocable living trusts, wills, and powers of attorney, while maintaining compliance with state laws. Strong communication and collaboration skills are essential for effectively working with clients and professionals across various fields.

Highest-signal resume keywords

• Estate Planning
• Revocable Living Trusts
• Wills
• Powers Of Attorney
• Licensed In State

ATS Optimization Keywords

Hard Skills

• Estate Planning Documents
• Healthcare Directives
• Deeds
• LLCs
• Document Execution

Soft Skills

• Excellent Communication Skills
• Innovative
• Creative
• Time Management
• Organizational Skills

Certifications & Qualifications

• Licensed Attorney

Industry Keywords

• Client Assets
• Collaboration
• Tax Advisors
• Business Advisors
• Financial Advisors