Junior Estate Planning Attorney - Build Holistic Wealth

Acorn Financial Services; Reston (VA); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Hybrid work

Medical benefits

Professional development

Job summary

Acorn Financial Services seeks a Junior Estate Planning Attorney to integrate essential legal architecture into clients' wealth plans, ensuring assets are protected and transferred efficiently across generations. You will collaborate with financial advisors and CPAs to build unified strategies that align with client goals.

You will draft and review Wills, Trusts, POAs, Health Care Proxies, and Deeds, while coordinating with the broader advisory team to optimize outcomes and maintain compliance.

Qualifications

• Strong technical precision in complex legal documents.
• Ability to collaborate with financial advisors, CPAs, and client services teams.
• Commitment to client confidentiality and fiduciary duty.

Responsibilities

• Draft, review, and revise Wills, Trusts, POAs, Health Care Proxies, and Deeds.
• Meet with clients to assess legacy goals and gather data.
• Assist with trust funding and ensure beneficiary updates align across accounts.
• Support probate administration and represent clients in routine court proceedings.
• Participate in joint meetings with tax strategists and investment advisors to mitigate tax liabilities.

Skills

Attention to detail

Collaboration

Integrity

Client-focused

Execution

Job description

Acorn Financial Services seeks a Junior Estate Planning Attorney to integrate essential legal architecture into clients' wealth plans, ensuring assets are protected and transferred efficiently across generations. You will collaborate with financial advisors and CPAs to build unified strategies that align with client goals.

You will draft and review Wills, Trusts, POAs, Health Care Proxies, and Deeds, while coordinating with the broader advisory team to optimize outcomes and maintain compliance.