Senior Estate Planning Attorney - Autonomy, Growth, Balance

Orionplacement; Loveland (CO); On-site; USD 150,000 - 225,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan with employer match

CO Bar dues paid

CLE reimbursement

Job summary

Orion Placement is seeking an experienced estate planning attorney in Loveland, CO for an on-site role. You will manage estate planning matters from consultation through execution, drafting wills and trusts, and advising clients and fiduciaries.

The ideal candidate has a JD, Colorado license, 4+ years of relevant experience, and the ability to independently manage matters. A strong focus on probate, tax-sensitive planning, and collaboration with paralegals is expected.

Qualifications

• J.D. from an accredited law school and active Colorado license.
• 4+ years directly relevant estate planning experience, including wills and trusts.
• Experience with probate or trust administration preferred.
• Ability to independently manage legal matters and communicate with clients.
• Strong drafting, organizational, and client-relations skills.
• Knowledge of irrevocable trusts, estate tax planning, SLATs, ILITs, or DAPTs is a plus.

Responsibilities

• Manage estate planning matters from initial client consultation through document preparation, review, and execution.
• Draft and review wills, revocable trusts, powers of attorney, healthcare directives, and other documents.
• Assist with wealth transfer strategies, including irrevocable trusts and tax planning.
• Handle probate and trust administration, including court filings and fiduciary duties.
• Advise clients, trustees, and beneficiaries throughout estate planning and administration.
• Independently manage client relationships, deadlines, and active caseloads.
• Collaborate with paralegals and support staff to deliver efficient legal services.
• Improve estate planning procedures, templates, and workflows as the practice grows.

Skills

Client communication

Independent management

Legal drafting

Estate planning

Attention to detail

Client relationship management

Education

Juris Doctor (J.D.)

Colorado license in good standing

4+ years estate planning experience

Job description

Orion Placement is seeking an experienced estate planning attorney in Loveland, CO for an on-site role. You will manage estate planning matters from consultation through execution, drafting wills and trusts, and advising clients and fiduciaries.

The ideal candidate has a JD, Colorado license, 4+ years of relevant experience, and the ability to independently manage matters. A strong focus on probate, tax-sensitive planning, and collaboration with paralegals is expected.