Estate Planning Associate

Job Description
We are seeking anEstate Planning Associate to join our dynamic team. As an Estate Planning Associate, you will consult with Partners, team members, and clients to develop comprehensive estate plans tailored to unique needs and objectives. Your responsibilities will include participation in client meetings, analyzing wills, trusts, and other estate planning documents, and providing guidance on tax implications and asset protection strategies. Additionally, you will advise clients on beneficiary designations, healthcare directives, and powers of attorney to ensure their wishes are accurately documented and legally enforceable. The ideal candidate will possess strong analytical skills, attention to detail, and a deep understanding of estate planning laws and regulations. If you are a dedicated professional with a passion for helping clients secure their legacies, we encourage you to apply for this rewarding opportunity.
Essential Responsibilities
Provides expertise and guidance to Partner teams and clients regarding complex estate plans
Reviews estate plan documents;
provides guidance on suggested updates and process for implementation
Remains updated on changes in estate planning laws, tax codes, and regulations, and conduct legal research to ensure compliance and provide informed advice to Partner teams and their clients
Provides education for clients who do not have an estate plan to prepare them for discussions with their Counsel
Maintains strict confidentiality regarding clients’ personal and financial information, adhering to ethical and professional standards at all times
Ensures accurate and organized documentation of all client interactions and communications, maintaining detailed records for compliance and future reference