Estate Planning Associate

The Advocates; Denver (CO); On-site; USD 108,000 - 132,000; Full time

Benefits offered by this job

Opportunity to make partner

In-office training program

Job summary

The Advocates in Denver is seeking an Estate Planning Associate with at least 3 years of experience to join its tight-knit, women-owned team. You will work directly with individuals, families, and estates to develop thoughtful estate plans and draft sophisticated planning documents tailored to each client’s needs.

The practice serves estates up to about $50 million and handles probate matters. The firm offers a 1,200-hour billable requirement, strong collaboration, and a clear path toward

Qualifications

• At least 3 years of estate planning experience.
• Strong legal writing, drafting, and analytical skills.
• Experience working directly with clients and managing matters independently.
• Excellent interpersonal and communication skills.
• Strong attention to detail and problem-solving abilities.
• Intellectual curiosity and strategic thinking for complex client needs.
• Collaborative yet autonomous in a small team environment.

Responsibilities

• Meet directly with clients to understand their estate planning goals and circumstances.
• Develop, implement, and maintain comprehensive estate plans tailored to individuals and families.
• Draft and review estate planning documents and trust structures.
• Advise clients on estate planning strategies and oversee gifting transactions.
• Handle select probate and estate administration matters.
• Manage client relationships and independent matters with strong communication and attention to detail.
• Think strategically to develop effective planning approaches for client needs.
• Collaborate with colleagues to deliver thoughtful, high-quality client service.

Skills

Estate planning experience

Legal writing

Client management

Communication skills

Attention to detail

Strategic thinking

Collaboration

Independent work

Job description

Responsibilities include:

• Meeting and working directly with clients to understand their circumstances, goals, and estate planning needs.
• Developing, implementing, and maintaining comprehensive estate plans tailored to individual clients and families.
• Drafting and reviewing estate planning documents and trust structures.
• Advising clients on estate planning strategies and overseeing gifting transactions.
• Handling select probate and estate administration matters.
• Managing client relationships and matters independently while maintaining strong communication and attention to detail.
• Thinking strategically about each client's needs and circumstances to develop the most effective planning approach.
• Collaborating with colleagues to deliver thoughtful, high-quality client service.

The ideal candidate will have:

• At least 3 years of estate planning experience.
• Strong legal writing, drafting, and analytical skills.
• Experience working directly with clients and managing matters independently.
• Excellent interpersonal and communication skills.
• Strong attention to detail and problem-solving abilities.
• Intellectual curiosity and the ability to think strategically about complex client needs.
• A collaborative approach and the ability to contribute to a small team while working autonomously.
• A proactive, client-focused mindset and the ability to manage a busy practice.

A well-established, women-owned estate planning firm in Denver is seeking an Estate Planning Associate with at least 3 years of experience to join its tight-knit, collaborative team. This is an excellent opportunity for an attorney who enjoys working directly with clients, developing thoughtful estate plans, and taking ownership of matters while having the support of an experienced team.

You will work directly with individuals, families, and estates to develop and implement comprehensive estate plans, draft sophisticated planning documents, and advise clients on strategies tailored to their needs. The practice serves clients with estates typically valued at up to approximately $50 million and also handles select probate and estate administration matters.

The firm offers a 1,200-hour billable requirement and the opportunity to make partner.

The position is initially in-office five days per week to support training and integration with the team, with the flexibility to transition to a hybrid schedule of one to two days working from home over time.

Compensation starts at $120,000 and is dependent on experience.

Attorneys placed by our firm are 400% more likely to remain in their roles five years later due to our proprietary process aligning culture, practice goals, and long-term fit.

The Advocates is an equal opportunity employer. We consider all qualified applicants without regard to race, creed, color, religion, sex, national origin, ethnicity, age, ancestry, disability, military or veteran status, marital status, sexual orientation, gender including pregnancy or related conditions, gender identity or expression, citizenship or immigration status, genetic information or any other characteristic protected by federal, state, or local law. We are dedicated to fostering an inclusive workplace and will provide reasonable accommodations for qualified individuals with disabilities. This policy applies to all terms and conditions of employment.