Estate and Document Attorney

Jobtailor; San Antonio (TX); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking an attorney to deliver estate planning services, including revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs. You will meet with clients virtually or in person to confirm needs and ensure compliance with Texas law.

Collaborate with tax, business, financial, and legal teams to draft documents and supervise execution. The role requires licensed status, strong communication, leadership, and time-management skills, with opportunities for

Qualifications

• Must be licensed in the posted state.
• Entry-level attorneys will be considered.
• Ability to conduct client meetings virtually.
• Must be able 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.

Responsibilities

• Receive hand-offs from Legal Directors to provide estate planning services.
• 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.
• Work directly with clients and collaborate with tax, business, financial, and legal professionals.
• Oversee document execution with clients.

Skills

Estate Planning

Document Drafting

Revocable Living Trusts

Wills

Powers Of Attorney

Healthcare Directives

Deeds

LLCs

Education

Licensed Attorney

Job description

• Receive hand-offs from Legal Directors to provide estate planning services
• 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
• Work directly with clients and collaborate with tax, business, financial, and legal professionals
• Oversee document execution with clients

Requirements

• Must be licensed in the posted state
• Entry-level attorneys will be considered
• Ability to conduct client meetings virtually
• Must be able 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 by preparing legal documents such as revocable living trusts, wills, and powers of attorney while ensuring 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

• Licensed In State
• Estate Planning Document Preparation
• Client Meeting Facilitation
• Excellent Written And Verbal Communication
• Time Management And Organization

Hard Skills

• Estate Planning
• Document Drafting
• Revocable Living Trusts
• Wills
• Powers Of Attorney
• Healthcare Directives
• Deeds
• LLCs

Soft Skills

• Excellent Communication
• Innovative And Creative
• Leadership
• Decisiveness
• Collaboration

Certifications & Qualifications

• Licensed Attorney

Industry Keywords

• Estate Planning Services
• Legal Compliance
• Client Collaboration
• Document Execution