Estate Planning Attorney

Cobar; Golden (CO); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Disability insurance

Health insurance

Life insurance

Paid time off

Retirement plan

Job summary

Cobar is seeking an experienced Estate Planning Attorney to join our Colorado practice. The ideal candidate has at least five years of substantive estate planning experience and is comfortable managing client relationships, designing estate plans, and drafting sophisticated documents.

We work with high net worth individuals in divorce, prenups, estate planning and administration. Colorado license in good standing plus strong communication and organizational skills are required.

Qualifications

• Five years of substantive estate planning experience.
• J.D. from an accredited law school.
• Active Colorado license and good standing.
• Experience drafting estate planning documents.

Responsibilities

• Meet directly with clients to identify goals, assets, tax concerns, and planning needs.
• Design and implement comprehensive estate plans for individuals and families.
• Draft, review, and revise estate planning documents.
• Coordinate with accountants, financial advisors, and other professionals.
• Maintain strong client relationships and stay current on Colorado and federal estate planning law.

Skills

Client management

Communication skills

Organizational skills

Deadline management

Education

J.D. from accredited law school

Job description

Job Overview

We are a small, very well respected and established woman owned firm serving high net worth individuals in the areas of divorce, prenups, estate planning and estate administration. We have offices in Colorado and South Dakota.

We are seeking an experienced Estate Planning Attorney to join our growing practice. The ideal candidate will have at least 5 years of substantive estate planning experience and be comfortable managing client relationships, designing estate plans, and drafting sophisticated estate planning documents. Our clients demand excellence on all levels.

Responsibilities

• Meeting directly with clients to identify estate planning goals, family considerations, asset structures, tax concerns, and other planning needs.
• Designing and implementing comprehensive estate plans for individuals and families with varying levels of complexity and wealth.
• Drafting, reviewing, and revising estate planning documents.
• Handling sophisticated planning involving business interests, real estate, retirement accounts, closely held entities, blended families, and significant or complex assets.
• Reviewing existing estate plans and recommending appropriate amendments, restatements, or other updates.
• Coordinating estate planning with accountants, financial advisors, insurance professionals, corporate counsel, and other members of a client's advisory team.
• Working collaboratively with paralegals, legal assistants, and other attorneys.
• Maintaining strong client relationships.
• Staying current on developments in Colorado and federal estate planning, trust, probate, and tax law.

Requirements

• A minimum of five years of substantive estate planning experience.
• J.D. from an accredited law school.
• Active Colorado law license and good standing with the Colorado Supreme Court.
• Significant experience drafting estate planning documents.
• Working knowledge of federal estate and gift tax principles and Colorado trust and estate law.
• Excellent written and verbal communication skills.
• Strong organizational skills and the ability to independently manage multiple client matters and deadlines.

Job Type: Full-time

Pay: $90,000 to $150,000 per year commensurate with experience

Benefits:

• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan