Estate Planning Attorney — Build Trusts, Educate Clients

Financial & Tax Architects; St. Louis (MO); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Bonus opportunity

No billable-hour minimum

Evening presentations and travel

Job summary

Financial & Tax Architects seeks an Estate Planning Attorney to help clients protect families, document wishes, and plan for the future. You will assemble, customize, and review wills, revocable living trusts, and related documents, collaborating with advisors and occasionally presenting educational sessions.

You will independently handle standard matters, apply judgment to software-generated documents, and coordinate outside counsel for specialized needs.

Qualifications

• Juris Doctor degree from an accredited law school.
• Active Missouri law license in good standing at the start of employment.
• At least two years of estate planning experience.
• Demonstrated experience preparing wills, revocable living trusts, powers of attorney, healthcare directives, and related documents.
• Ability to independently handle standard estate planning matters and identify when additional legal expertise is needed.
• Strong legal writing, document review, and analytical skills.
• Ability to explain legal concepts clearly and build trusting client relationships.
• Comfort presenting educational information to groups.
• Strong organization, attention to detail, and ability to manage multiple client matters.
• Proficiency with estate planning software or the ability to learn new systems quickly.

Responsibilities

• Meet with financial advisors’ clients to understand family circumstances, assets, existing documents, and estate planning goals.
• Assemble, draft, customize, and review estate plans using estate planning software.
• Ensure documents accurately reflect each client’s wishes and comply with applicable law.
• Explain estate planning recommendations and documents in clear, practical terms.
• Guide clients through document execution and provide instructions regarding trust funding, asset titling, and beneficiary coordination, as applicable.
• Review existing plans and recommend updates as client circumstances or applicable laws change.
• Manage matters from initial consultation through plan completion, providing timely communication and follow-up.
• Recognize complex tax, business succession, special needs, or other specialized matters and coordinate referrals when appropriate.
• Collaborate with financial advisors to coordinate estate planning with clients’ broader financial plans while maintaining independent legal judgment.
• Serve as FTA’s internal resource for standard estate planning questions and education.
• Establish and maintain organized workflows for client intake, drafting, review, execution, and follow-up.
• Maintain client files, engagement documentation, conflict checks, confidentiality, and other professional requirements.
• Stay current on relevant estate planning laws and maintain all required professional licenses.
• Provide legal services only in jurisdictions where licensed or otherwise authorized to practice.
• Partner with the marketing and advisory teams to create and review estate planning articles, FAQs, presentations, videos, and other educational materials.
• Occasionally present educational seminars, workshops, or webinars to clients and prospects.
• Help clients and prospects understand common estate planning needs and available planning options.
• Support financial advisors’ understanding of estate planning concepts and when legal guidance is appropriate.

Skills

Legal writing

Client counseling

Public speaking

Detail oriented

Analytical thinking

Education

Juris Doctor degree

Missouri law license

Illinois law license (preferred)

Tools

Estate planning software

Job description

Financial & Tax Architects seeks an Estate Planning Attorney to help clients protect families, document wishes, and plan for the future. You will assemble, customize, and review wills, revocable living trusts, and related documents, collaborating with advisors and occasionally presenting educational sessions.

You will independently handle standard matters, apply judgment to software-generated documents, and coordinate outside counsel for specialized needs.