Estate Planning Attorney

Orionplacement; Loveland (CO); Presencial; USD 150.000 - 225.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

Retirement plan with employer match

CO Bar dues paid

CLE reimbursement

Descripción de la vacante

Orion Placement is seeking an experienced estate planning attorney in Loveland, CO for an on-site role. You will manage estate planning matters from consultation through execution, drafting wills and trusts, and advising clients and fiduciaries.

The ideal candidate has a JD, Colorado license, 4+ years of relevant experience, and the ability to independently manage matters. A strong focus on probate, tax-sensitive planning, and collaboration with paralegals is expected.

Formación

• J.D. from an accredited law school and active Colorado license.
• 4+ years directly relevant estate planning experience, including wills and trusts.
• Experience with probate or trust administration preferred.
• Ability to independently manage legal matters and communicate with clients.
• Strong drafting, organizational, and client-relations skills.
• Knowledge of irrevocable trusts, estate tax planning, SLATs, ILITs, or DAPTs is a plus.

Responsabilidades

• Manage estate planning matters from initial client consultation through document preparation, review, and execution.
• Draft and review wills, revocable trusts, powers of attorney, healthcare directives, and other documents.
• Assist with wealth transfer strategies, including irrevocable trusts and tax planning.
• Handle probate and trust administration, including court filings and fiduciary duties.
• Advise clients, trustees, and beneficiaries throughout estate planning and administration.
• Independently manage client relationships, deadlines, and active caseloads.
• Collaborate with paralegals and support staff to deliver efficient legal services.
• Improve estate planning procedures, templates, and workflows as the practice grows.

Conocimientos

Client communication

Independent management

Legal drafting

Estate planning

Attention to detail

Client relationship management

Educación

Juris Doctor (J.D.)

Colorado license in good standing

4+ years estate planning experience

Descripción del empleo

Pay: $150,000.00 - $225,000.00 per year

Why This Is a Great Opportunity

• Enjoy a better work-life balance with low billable-hour expectations and an achievable bonus structure.
• Take ownership of meaningful estate planning matters, with the autonomy to manage your clients and make important legal decisions.
• Join an established practice with a growing client base and a steady variety of estate planning, probate, and trust administration matters.
• Work on sophisticated estate plans, including revocable trusts, irrevocable trusts, and tax-sensitive wealth transfer strategies.
• Enjoy experienced paralegal and administrative support, allowing you to focus on serving clients and practicing law.
• Build your career with opportunities to influence practice development and grow into a leadership role.
• Receive comprehensive benefits, including health, dental, and vision insurance, retirement contributions with an employer match, and paid Colorado Bar dues and CLE reimbursement.

Location

Loveland, CO. This is an on-site opportunity in Northern Colorado, offering the chance to build lasting client relationships, collaborate closely with colleagues, and enjoy a more sustainable legal career.

Note

Applicants must have an active Colorado law license in good standing and substantial hands-on estate planning experience, including drafting wills and trusts. We welcome experienced attorneys who are comfortable independently managing client matters. Candidates with probate, trust administration, and advanced estate planning experience are especially encouraged to apply.

About Us

Confidential Employer.

We are an established Northern Colorado law practice committed to providing high-quality, personalized legal services to individuals, families, and businesses. Our team values professional integrity, strong client relationships, collaboration, and practical legal solutions. We offer an environment where experienced attorneys can enjoy meaningful responsibility, professional independence, and opportunities for long-term growth.

Job Description

• Manage estate planning matters from initial client consultation through document preparation, review, and execution.
• Draft and review wills, revocable trusts, powers of attorney, healthcare directives, and other essential estate planning documents.
• Assist with sophisticated wealth transfer strategies, including irrevocable trusts and tax-sensitive estate planning.
• Handle probate and trust administration matters, including court filings, fiduciary responsibilities, and estate settlement.
• Advise clients, personal representatives, trustees, and beneficiaries throughout the estate planning and administration process.
• Independently manage client relationships, legal strategies, deadlines, and active caseloads.
• Collaborate with and oversee paralegals and legal support professionals to deliver efficient, accurate legal services.
• Help improve estate planning procedures, templates, and workflows as our practice continues to grow.

Qualifications

• Juris Doctor (J.D.) degree from an accredited law school.
• Active Colorado law license in good standing.
• 4+ years of directly relevant estate planning experience, including drafting wills and trusts.
• Experience with probate or trust administration is strongly preferred.
• Ability to independently manage legal matters and communicate effectively with clients.
• Strong legal drafting, organizational, and client relationship management skills.
• Experience with irrevocable trusts, estate tax planning, SLATs, ILITs, or DAPTs is a plus.
• Backgrounds in private practice, solo practice, or relevant in-house legal environments will be considered.

Why You Will Love Working Here

We believe experienced attorneys do their best work when they are trusted, supported, and given room to grow. You'll enjoy meaningful client relationships, manageable billable expectations, supportive colleagues, and the opportunity to make a lasting impact on an established and growing estate planning practice.

Benefits

• Health insurance
• Paid time off
• Retirement plan
• Vision insurance