Senior Estate Planning Attorney

Codispoti Law; Houston (TX); Sur place; USD 150 000 - 190 000; Plein temps

Avantages offerts par ce poste

Health, Dental, and Vision Insurance

401(k) with Employer Matching & Ret…

Paid Time Off (PTO) and paid holidays

Continuing Legal Education (CLE) and…

Résumé du poste

Codispoti Law Firm in Houston seeks an experienced estate planning attorney to guide clients from consultation through document execution. You will draft wills, powers of attorney, trusts, and directives, advise on complex planning strategies, supervise junior staff, and collaborate with external professionals.

Ambitious candidates with 5+ years in estate planning and Texas Bar are encouraged to apply to join a collaborative team.

Qualifications

• J.D. from an accredited law school and active Texas Bar license.
• 5+ years of estate planning experience.
• Experience drafting revocable and irrevocable trusts and handling high-net-worth or complex planning matters.
• Working knowledge of estate, gift, and trust planning concepts.
• Strong interpersonal skills, attention to detail, and comfort with legal technology/case management software.

Responsabilités

• Lead clients through comprehensive estate planning matters from consultation through document execution.
• Advise clients on estate planning strategies tailored to personal goals and family dynamics.
• Draft and review estate planning documents, including wills, powers of attorney, advance directives, and trusts.
• Assist clients with trust funding and strategy implementation.
• Collaborate with CPAs, financial advisors, and other external professionals.
• Support uncontested probate and trust administration matters as needed.
• Mentor junior team members, paralegals, and legal assistants.
• Contribute to continuous improvements in firm systems and client experiences.

Connaissances

Interpersonal skills

Attention to detail

Legal tech fluency

Formation

J.D. from an accredited law school

Texas Bar license

Outils

WealthCounsel

Lawmatics

Description du poste

Key Responsibilities

• Lead clients through comprehensive estate planning matters from consultation through document execution.




• Advise clients on estate planning strategies tailored to their personal goals and family dynamics.




• Draft and review estate planning documents, including:

  
  
  
  

  • Wills

  
  

  • Powers of Attorney

  
  

  • Advance Directives

  
  

  • Revocable and Irrevocable Trusts

  
  
  
  



• Assist clients with trust funding and strategy implementation.




• Collaborate with CPAs, financial advisors, and other external professionals.




• Support uncontested probate and trust administration matters as needed.




• Mentor junior team members, paralegals, and legal assistants.




• Contribute to continuous improvements in firm systems and client experiences.

Qualifications & Experience

• Education & Bar Admission: J.D. from an accredited law school and an active Texas Bar license.




• Experience Required: 5+ years of estate planning experience.




• Experience drafting revocable and irrevocable trusts, with familiarity handling high-net-worth or complex planning matters.




• Working knowledge of estate, gift, and trust planning concepts.




• Strong interpersonal skills, attention to detail, and comfort with legal technology/case management software.

Preferred Experience

• WealthCounsel or Lawmatics platform experience.




• Exposure to advanced tax-oriented strategies or succession planning.




• Prior experience supervising or mentoring junior attorneys and support staff.

Benefits & Compensation

• Health, Dental, and Vision Insurance




• 401(k) with Employer Matching & Retirement Plan




• Paid Time Off (PTO) and paid holidays




• Continuing Legal Education (CLE) and professional development assistance