Estate Planning Attorney

BCG Attorney Search; Houston (TX); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Vision insurance

Dental insurance

Life insurance

Unlimited paid time off

Job summary

BCG Attorney Search in Houston seeks an Estate Planning Attorney to manage a docket of estate planning matters, including trust-based and will-based plans, and to meet monthly production targets in a collaborative, client-focused environment.

Newly licensed attorneys are welcome, though prior estate planning experience is preferred. The role requires in-office attendance and strong drafting skills, with opportunities to contribute to templates and workflows.

Qualifications

• Licensed to practice law in Texas, or eligible within 60 days.
• Strong attention to detail and client communication skills.
• Proficiency in Microsoft Office Suite and legal case management systems.

Responsibilities

• Manage a caseload of estate planning matters, including trust-based and will-based plans.
• Meet directly with clients to recommend appropriate documents and tools.
• Draft and finalize estate planning documents accurately and efficiently.
• Meet monthly production targets with bonus pay for exceeding them.
• Collaborate with case managers and other attorneys to ensure smooth case progression.
• Contribute to firm templates, checklists, and workflows.
• Encourage client feedback and reviews.

Skills

Strong drafting and document

AI document review

Highly organized

Education

Juris Doctor (JD)

Licensed to practice law in Texas

Tools

Microsoft Office Suite

Legal case management systems

Job description

Job Overview

A law firm seeks an Estate Planning Attorney to join its Houston, TX office. The successful candidate will manage a docket of estate planning matters, including trust-based and will-based plans, and meet monthly production targets. Newly licensed attorneys are welcome, though prior estate planning experience is preferred.

Duties

• Manage a caseload of estate planning matters, including trust-based and will-based plans.
• Meet directly with clients to recommend appropriate documents and tools.
• Draft and finalize estate planning documents accurately and efficiently.
• Meet monthly production targets with bonus pay for exceeding them.
• Collaborate with case managers and other attorneys to ensure smooth case progression.
• Contribute to firm templates, checklists, and workflows.
• Encourage client feedback and reviews.

Requirements

• Licensed to practice law in Texas, or eligible within 60 days.
• Strong attention to detail and client communication skills.
• Proficiency in Microsoft Office Suite and legal case management systems.
• Located in the Houston area with availability for regular in-office attendance.

Education

Juris Doctor (JD) degree.

Certifications

Licensed to practice law in Texas.

Skills

• Strong drafting and document production skills.
• Comfortable using secure AI tools for document review.
• Highly organized with the ability to manage a full caseload.

Benefits

• 401(k)
• Health insurance
• Paid time off
• Vision insurance
• Dental insurance
• Life insurance
• Unlimited paid time off