Estate Planning Attorney

Synectics Inc.; Bluffton (SC); On-site; USD 120,000 - 170,000; Full time

Job summary

Synectics Inc. is seeking an experienced estate planning attorney to counsel clients on comprehensive plans, trusts, and wealth transfer strategies. You will guide executors through probate and coordinate trust funding and deed transfers, ensuring precise drafting of instruments.

You will work with high‑net‑worth clients, translating complex tax and asset protection concepts into clear guidance, while maintaining discretion and professionalism throughout sensitive family matters.

Qualifications

• Juris Doctor (J.D.) from an accredited law school.
• Active state bar license in good standing.
• 3+ years of dedicated estate planning and probate experience.
• Strong ability to explain complex legal concepts in a clear and understandable manner.
• Exceptional active listening and client communication skills.
• High level of precision when drafting legal instruments and reviewing financial and estate documents.
• Strong emotional intelligence and ability to navigate sensitive family and end-of-life matters.
• Experience with high-net-worth estate planning and asset protection preferred.
• Knowledge of corporate law or business succession planning is a plus.

Responsibilities

• Counsel clients on estate planning, asset protection, wealth transfer, and tax minimization strategies.
• Draft and implement comprehensive estate plans, including wills, revocable and irrevocable trusts, healthcare proxies, and powers of attorney.
• Guide executors and trustees through probate and trust administration following a client's death.
• Assist with trust funding, beneficiary designations, and real property deed transfers.
• Conduct detailed initial consultations to understand clients' financial portfolios, family dynamics, and long-term objectives.
• Develop customized estate planning strategies for clients with varying levels of wealth and complexity.
• Advise business owners on business succession and estate planning matters when applicable.
• Manage sensitive client matters with emotional intelligence, discretion, and professionalism.

Skills

Active listening

Client communication

Drafting instruments

Discretion

Emotional intelligence

Estate planning knowledge

High-net-worth expertise

Professionalism

Education

Juris Doctor (J.D.)

State bar license

3+ years estate planning & probate experience

Job description

Responsibilities

• Counsel clients on estate planning, asset protection, wealth transfer, and tax minimization strategies.
• Draft and implement comprehensive estate plans, including wills, revocable and irrevocable trusts, healthcare proxies, and powers of attorney.
• Guide executors and trustees through probate and trust administration following a client's death.
• Assist with trust funding, beneficiary designations, and real property deed transfers.
• Conduct detailed initial consultations to understand clients' financial portfolios, family dynamics, and long-term objectives.
• Develop customized estate planning strategies for clients with varying levels of wealth and complexity.
• Advise business owners on business succession and estate planning matters when applicable.
• Manage sensitive client matters with emotional intelligence, discretion, and professionalism.

Qualifications

• Juris Doctor (J.D.) from an accredited law school.
• Active state bar license in good standing.
• 3+ years of dedicated estate planning and probate experience.
• Strong ability to explain complex legal concepts in a clear and understandable manner.
• Exceptional active listening and client communication skills.
• High level of precision when drafting legal instruments and reviewing financial and estate documents.
• Strong emotional intelligence and ability to navigate sensitive family and end-of-life matters.
• Experience with high-net-worth estate planning and asset protection preferred.
• Knowledge of corporate law or business succession planning is a plus.