Estates & Trusts Attorney

Synectics Inc.; Arlington (VA); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k)

401(k) matching

Supportive work environment

Job summary

Synectics Inc. in Arlington, VA, is seeking an experienced estates and trusts attorney to guide clients from initial consultation through implementation or administration of estate plans.

The role supports a growing practice with direct client interaction. The ideal candidate will have a JD, Virginia Bar admission, and experience in estate planning and trust administration, with strong communication and organizational skills.

Qualifications

• Juris Doctor (J.D.) degree required.
• Active Virginia Bar license required.
• Experience in estate planning and/or estate/trust administration preferred.
• Strong written and verbal communication skills.
• Excellent attention to detail and organization.
• Ability to manage multiple matters, deadlines, and client relationships.

Responsibilities

• Meet with clients to understand goals and develop comprehensive estate plans.
• Prepare and advise on wills, revocable trusts, powers of attorney, and advance medical directives.
• Advise clients on estate planning strategies based on financial circumstances and family dynamics.
• Oversee preparation and implementation of estate planning documents with paralegals and staff.
• Participate in client consultations, signing appointments, and follow-up meetings.
• Maintain professionalism and provide a positive client experience throughout the planning process.

Skills

Client relations

Written & verbal communication

Attention to detail

Multi-matter management

Collaboration

Education

Juris Doctor (J.D.)

Job description

• Meet with clients to understand their goals and develop comprehensive estate plans.
• Prepare and advise on wills, revocable trusts, powers of attorney, advance medical directives, and related estate planning documents.
• Advise clients on estate planning strategies based on their financial circumstances, family dynamics, and long-term objectives.
• Review and analyze client financial and asset information to identify appropriate planning strategies.
• Oversee the preparation, execution, and implementation of estate planning documents in coordination with paralegals and other staff.
• Participate in client consultations, signing appointments, and follow-up meetings.
• Maintain a high level of professionalism and provide a positive client experience throughout the planning process.

Key Responsibilities

• Meet with clients to understand their goals and develop comprehensive estate plans.
• Prepare and advise on wills, revocable trusts, powers of attorney, advance medical directives, and related estate planning documents.
• Advise clients on estate planning strategies based on their financial circumstances, family dynamics, and long-term objectives.
• Review and analyze client financial and asset information to identify appropriate planning strategies.
• Oversee the preparation, execution, and implementation of estate planning documents in coordination with paralegals and other staff.
• Participate in client consultations, signing appointments, and follow-up meetings.
• Maintain a high level of professionalism and provide a positive client experience throughout the planning process.

Estate Planning

• Meet with clients to understand their goals and develop comprehensive estate plans.
• Prepare and advise on wills, revocable trusts, powers of attorney, advance medical directives, and related estate planning documents.
• Advise clients on estate planning strategies based on their financial circumstances, family dynamics, and long-term objectives.
• Review and analyze client financial and asset information to identify appropriate planning strategies.
• Oversee the preparation, execution, and implementation of estate planning documents in coordination with paralegals and other staff.
• Participate in client consultations, signing appointments, and follow-up meetings.
• Maintain a high level of professionalism and provide a positive client experience throughout the planning process.

Estate & Trust Administration

• Guide fiduciaries and beneficiaries through estate and trust administration from initial intake through completion.
• Assist with probate filings and other court requirements in Virginia.
• Advise clients and fiduciaries regarding their responsibilities, timelines, and available administration strategies.
• Coordinate with paralegals, attorneys, and other team members to ensure administration matters progress efficiently.
• Communicate regularly with clients regarding case status, next steps, and outstanding requirements.
• Identify potential issues and provide practical legal guidance throughout the administration process.

Required Qualifications

• Juris Doctor (J.D.) degree.
• Active Virginia Bar license required.
• Experience practicing in estate planning and/or estate and trust administration.
• Strong written and verbal communication skills.
• Excellent attention to detail and organizational skills.
• Ability to manage multiple matters, deadlines, and client relationships effectively.
• Strong professional judgment and ability to work independently.
• Client-focused approach with the ability to build and maintain strong client relationships.
• Comfortable conducting client consultations and participating in meetings.
• Ability to work collaboratively with attorneys, paralegals, and administrative staff.

Preferred Qualifications

• Active Maryland and/or District of Columbia Bar license.
• Experience working in a law firm or professional services environment.
• Familiarity with legal practice management and case management software.
• Experience handling both estate planning and estate/trust administration matters.

Compensation & Benefits

• Commensurate with experience and qualifications.
• Benefits may include:
• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(k)
• 401(k) matching
• Supportive and collaborative work environment

Location & Flexibility

• Virginia-based opportunity with a flexible work arrangement.
• No regular requirement to work from the firm's Annapolis office.
• Office space is available in Arlington, Virginia.

Ideal Candidate

• The ideal candidate is an experienced estates and trusts attorney who enjoys working directly with clients and can confidently manage matters from the initial consultation through implementation or administration.
• The successful candidate will bring strong legal judgment, attention to detail, professionalism, and a collaborative approach. This is an excellent opportunity for an attorney who wants to join a growing practice and build long-term relationships with clients while handling a diverse range of estate planning and administration matters.