Estate Planning Attorney

Job summary

Advise clients on estate planning, including wills, trusts, and tax strategies, while drafting tailored legal documents. Manage complex estates and collaborate with financial and accounting professionals to create integrated planning solutions.

Job details

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Legal team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Estate Planning Attorney to join their dynamic team. We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five years of experience in estate planning and client-facing legal counsel. The ideal candidate will have hands-on experience conducting initial consultations with clients, developing legacy planning solutions, drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters with professionalism and empathy. This role requires exceptional interpersonal skills and the ability to develop and maintain long-term client relationships \n Position Responsibilities: * Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies. * Draft, review, and revise estate planning documents tailored to individual client needs. * Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations. * Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning. * Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans. * Stay current with federal and state laws impacting estate planning, probate, and tax matters. * Represent clients in probate court and in the administration of trusts and estates as needed. * Foster trust and rapport with clients through clear communication, confidentiality, and responsive service. Qualifications: * Juris Doctor (JD) degree from an accredited law school. * Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs. * At least five years of dedicated experience in estate planning, with direct client interaction. * Demonstrated expertise in drafting and implementing estate planning documents. * Strong understanding of estate, gift, and generation-skipping transfer tax laws. * Excellent communication, negotiation, and problem-solving skills. * Ability to handle sensitive matters with discretion and empathy. * Proficiency with legal research and practice management software. Preferred Skills: * Experience with high-net-worth clients and complex estate structures. * Background in probate litigation or trust administration. * Ability to deliver presentations and educational seminars to clients and community groups. * Experience working with accountants and financial planners to provide coordinated solutions for clients. \n $150,000 - $175,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. \n The application window is anticipated to close on April 6, 2026, and may be extended as needed. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: - Medical, Dental, and Vision Insurance on the first day of employment - Flexible Spending Account and Dependent Care Account - 401k with Profit Sharing - 9+ holidays and discretionary time off structure - Parental Leave – coverage for both primary and secondary caregivers - Tuition Assistance Program and CPA support program with cash incentive upon completion - Discretionary incentive compensation based on firm, group and individual performance - Incentive compensation related to origination of new client sales - Top rated wellness program - Flexible working environment including remote and hybrid options What’s in it for you: - Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next. - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. - Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

What you’ll do

Advise clients on estate planning, including wills, trusts, and tax strategies, while drafting tailored legal documents. Manage complex estates and collaborate with financial and accounting professionals to create integrated planning solutions.

Requirements

Requires a Juris Doctor degree, an active law license, and at least five years of dedicated experience in estate planning. Candidates must demonstrate expertise in drafting estate documents and a strong understanding of gift and transfer tax laws.

Benefits

• Medical Insurance • Dental Insurance • Vision Insurance • Flexible Spending Account • Dependent Care Account • 401k With Profit Sharing • Paid Holidays • Discretionary Time Off • Parental Leave • Tuition Assistance Program • CPA Support Program • Discretionary Incentive Compensation • Sales Origination Incentive • Wellness Program • Flexible Working Environment

Listed skills

• Dedicated · Preferred
• caring · Preferred
• collaborative · Preferred
• Client · Preferred
• Clear Communication · Preferred
• Planning · Preferred
• management · Preferred
• Sales · Preferred
• Communication · Preferred
• Time · Preferred
• Accounting · Preferred
• Flexible · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Estate Planning
• Legal Drafting
• Client Relationship Management
• Tax Strategy
• Probate Law
• Trust Administration
• Legacy Planning
• Interpersonal Communication
• Legal Research
• Negotiation
• Problem Solving
• Financial Planning Coordination

Job areas

• Legal
• Finance & Accounting
• Consulting