Estate Planning Attorney

Synectics Inc.; Loveland (CO); In loco; USD 120.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, and vision insurance

Employer-matched retirement plan

Colorado bar dues and CLE

Competitive bonus structure

Descrizione del lavoro

Synectics Inc. in Loveland, CO seeks an experienced Estate Planning Attorney to independently manage client matters from intake through execution, leading consultations and signing appointments.

This role offers significant autonomy within a growing estate planning and administration practice. The ideal candidate will have 5+ years in estate planning, probate, and trust administration, a J.D., and an active Colorado license, with strong drafting and client-management skills.

Competenze

• J.D. from an accredited law school.
• Active Colorado law license in good standing.
• Minimum of 5 years of experience in estate planning, probate, and trust administration.
• Ability to independently manage a caseload and make sound legal decisions.
• Experience leading client meetings and signing appointments.

Mansioni

• Manage estate planning matters (wills, revocable trusts, powers of attorney, healthcare directives) from intake through execution.
• Draft and assist with advanced taxable estate planning documents (SLATs, ILITs, DAPTs).
• Handle probate and trust administration, including court filings and advising personal representatives and trustees.
• Lead client consultations, meetings, and signing appointments independently.

Conoscenze

Estate planning

Client management

Legal drafting

Caseload management

Communication

Formazione

J.D.

Descrizione del lavoro

Location: Loveland, Colorado

Practice Area: Estate Planning, Probate & Trust Administration

Position Overview

A well-established law firm in Northern Colorado is seeking an experienced Estate Planning Attorney to join its growing estate planning and administration practice. This position offers the opportunity to independently manage client matters from initial consultation through execution, serve as a primary client contact, and contribute to the continued growth of the practice.

Key Responsibilities

• Manage estate planning matters, including wills, revocable trusts, powers of attorney, and healthcare directives, from intake through execution.
• Draft and assist with advanced taxable estate planning documents, including SLATs, ILITs, and DAPTs.
• Handle probate and trust administration matters, including court filings and advising personal representatives and trustees.
• Lead client consultations, meetings, and signing appointments independently.
• Manage an individual caseload, exercise sound legal judgment, and ensure deadlines are met.
• Maintain regular communication with clients throughout the legal process.
• Delegate work to and supervise paralegals and support staff.
• Assist with improving legal templates, workflows, and practice procedures.

Qualifications

• J.D. from an accredited law school.
• Active Colorado law license in good standing.
• Minimum of 5 years of experience in estate planning, probate, and trust administration.
• Demonstrated ability to independently manage a caseload and make sound legal decisions.
• Experience leading client meetings and signing appointments.
• Strong legal drafting, communication, and client-management skills.

Compensation & Benefits

• Competitive salary.
• Low billable-hour requirements.
• Performance-based bonus structure.
• Medical, dental, and vision insurance.
• Employer-matched retirement plan.
• Colorado bar dues and CLE reimbursement.

Opportunity Highlights

• Established and growing client base.
• Significant autonomy and ownership of client matters.
• Opportunity to take on a leadership role as the practice expands.
• Supportive environment with established procedures and resources.