Estate Planning Attorney

Gradient-Financial-Group; Arden Hills (MN); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

PTO 4 weeks

9 paid holidays

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Volunteer time off

Job summary

Gradient Financial Group is seeking an experienced Estate Planning Attorney to support independent financial services professionals with estate planning guidance and strategy development. You will work closely with advisors to tailor plans, explain documents, and stay current on laws impacting wealth transfer.

The role emphasizes collaboration across Gradient’s platform, confidentiality, and high-quality service, with four days in-office and one remote day per week in a dynamic financial

Qualifications

• Juris Doctor (J.D.) or equivalent law degree from an accredited law school.
• Active license to practice law and currently practicing as an attorney.
• 2–5 years of relevant legal experience, preferably with estate planning, trusts, probate, tax, or wealth transfer.
• Strong knowledge of estate planning concepts, trust structures, wills, powers of attorney, and wealth transfer strategies.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to translate complex legal concepts into guidance for financial services professionals.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple matters and priorities in a fast-paced environment.
• Professional judgment and the ability to maintain strict confidentiality.
• Collaborative mindset to work with attorneys, financial professionals, CPAs, and partners.
• Service-oriented approach and genuine interest in helping independent professionals serve their clients.

Responsibilities

• Serve as a legal resource and strategic partner to independent financial services professionals regarding estate planning matters.
• Consult with professionals to understand estate planning opportunities within their clients' financial strategies.
• Develop and communicate customized estate planning strategies for client practices.
• Prepare, review, and explain wills, trusts, powers of attorney, healthcare directives, and related documents.
• Provide guidance on estate, gift, and wealth transfer planning strategies.
• Collaborate with CPAs, insurance professionals, and other advisors in the planning process.
• Identify estate planning opportunities that complement broader financial strategies.
• Explain complex legal concepts in a clear, practical manner.
• Assist with trust and estate administration matters as appropriate.
• Conduct legal research and stay current on applicable laws and best practices.
• Develop educational resources for professionals to understand estate planning strategies.
• Participate in educational meetings, webinars, and training for professionals.
• Build trusted relationships through responsive, knowledgeable, high-quality service.
• Collaborate with internal teams to expand estate planning resources available through Gradient.

Skills

Estate planning

Trusts

Wealth transfer

Communication

Confidentiality

Team collaboration

Education

J.D. or equivalent

Job description

Gradient Financial Group is seeking an experienced and collaborative Estate Planning Attorney to join our growing team. This role is designed for a practicing attorney who wants to apply their legal expertise in a dynamic financial services environment and serve as a trusted resource to independent financial services professionals.

The Estate Planning Attorney will work closely with independent financial services professionals to provide estate planning guidance, develop strategies, and support their ability to address estate planning needs within their practices. This position will collaborate across Gradient’s broader financial services platform to provide legal expertise that complements financial, retirement, tax, insurance, and wealth management strategies.

Gradient Financial Group is a financial services organization with twelve specialized entities, including Gradient Securities, which is a FINRA registered broker-dealer and SEC registered investment advisory firm.

What You'll Do

• Serve as a legal resource and strategic partner to independent financial services professionals regarding estate planning matters.
• Consult with independent financial services professionals to understand estate planning opportunities and considerations within their clients' overall financial strategies.
• Develop and communicate customized estate planning strategies that independent financial services professionals can incorporate into their planning process.
• Prepare, review, and explain estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related documents, as appropriate.
• Provide guidance regarding estate, gift, and wealth transfer planning strategies.
• Collaborate with independent financial services professionals, CPAs, insurance professionals, and other professionals involved in the financial planning process.
• Identify estate planning considerations and opportunities that complement broader financial, retirement, tax, insurance, and wealth management strategies.
• Explain complex legal concepts in a clear, practical, and easy-to-understand manner.
• Assist with trust and estate administration matters as appropriate.
• Conduct legal research and stay current on applicable estate planning laws, regulations, and best practices.
• Develop educational resources and materials to help independent financial services professionals better understand and incorporate estate planning strategies into their practices.
• Participate in educational meetings, presentations, webinars, and training sessions for independent financial services professionals.
• Build trusted relationships with independent financial services professionals through responsive, knowledgeable, and high-quality service.
• Collaborate with internal teams to continually expand and improve the estate planning resources available through Gradient.

What We're Looking For

• Juris Doctor (J.D.) or equivalent law degree from an accredited law school.
• Active license to practice law and currently practicing as an attorney.
• 2–5 years of relevant legal experience, preferably with a focus on estate planning, trusts, probate, tax, or wealth transfer.
• Strong knowledge of estate planning concepts, trust structures, wills, powers of attorney, and wealth transfer strategies.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to translate complex legal concepts into straightforward, practical guidance for financial services professionals.
• Strong attention to detail and commitment to accuracy.
• Ability to manage multiple matters and priorities in a fast-paced environment.
• Strong analytical, research, and problem-solving skills.
• Professional judgment and the ability to maintain strict confidentiality.
• Collaborative mindset with the ability to work effectively with attorneys, financial services professionals, CPAs, and other business partners.
• A service-oriented approach and genuine interest in helping independent financial services professionals better serve their clients.
• Competitive compensation and comprehensive benefits
• 4 weeks of accrued PTO, plus 9 paid holidays
• Medical, dental, vision, life insurance, and 401(k)
• 8 hours of paid volunteer time off (VTO)
• Ability to work in-office four days per week with one remote workday
• Ongoing professional development and training
• A collaborative team that values expertise, initiative, and growth

Why You’ll Love Working Here

At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If you’re positive, driven, and enjoy working alongside motivated teammates, you’ll feel right at home.