Senior Estate Planning Attorney - Lead Client Matters

Synectics Inc.; Loveland (CO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Employer-matched retirement plan

Colorado bar dues and CLE

Competitive bonus structure

Job summary

Synectics Inc. in Loveland, CO seeks an experienced Estate Planning Attorney to independently manage client matters from intake through execution, leading consultations and signing appointments.

This role offers significant autonomy within a growing estate planning and administration practice. The ideal candidate will have 5+ years in estate planning, probate, and trust administration, a J.D., and an active Colorado license, with strong drafting and client-management skills.

Qualifications

• J.D. from an accredited law school.
• Active Colorado law license in good standing.
• Minimum of 5 years of experience in estate planning, probate, and trust administration.
• Ability to independently manage a caseload and make sound legal decisions.
• Experience leading client meetings and signing appointments.

Responsibilities

• Manage estate planning matters (wills, revocable trusts, powers of attorney, healthcare directives) from intake through execution.
• Draft and assist with advanced taxable estate planning documents (SLATs, ILITs, DAPTs).
• Handle probate and trust administration, including court filings and advising personal representatives and trustees.
• Lead client consultations, meetings, and signing appointments independently.

Skills

Estate planning

Client management

Legal drafting

Caseload management

Communication

Education

J.D.

Job description

Synectics Inc. in Loveland, CO seeks an experienced Estate Planning Attorney to independently manage client matters from intake through execution, leading consultations and signing appointments.

This role offers significant autonomy within a growing estate planning and administration practice. The ideal candidate will have 5+ years in estate planning, probate, and trust administration, a J.D., and an active Colorado license, with strong drafting and client-management skills.