Estate Planning Attorney

Location: Dallas, TX (Onsite)

About the Role

We are seeking an experienced Estate Planning Attorney to join our Dallas-based practice. This is a full-time, onsite position focused on delivering high-quality estate planning solutions to individuals and families. The ideal candidate is client-focused, detail-oriented, and confident managing matters independently while collaborating with a close-knit legal team.

Key Responsibilities

• Draft and review comprehensive estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advance directives
• Advise clients on estate, gift, and generation-skipping transfer tax strategies
• Conduct client meetings to assess goals and recommend customized estate plans
• Coordinate with financial advisors, CPAs, and other professionals as needed
• Manage estate plan updates due to life events or changes in tax law
• Ensure compliance with Texas estate planning laws and regulations
• Maintain organized and accurate client files and documentation

Qualifications

• Juris Doctor (JD) from an accredited law school
• Active license to practice law in the State of Texas
• 3+ years of experience in estate planning (additional experience a plus)
• Strong knowledge of Texas probate and estate planning law
• Excellent client communication and relationship-building skills
• Ability to manage multiple matters with minimal supervision
• High attention to detail and strong drafting skills

Preferred Qualifications

• Experience with high-net-worth individuals and complex estates
• Familiarity with estate tax planning strategies
• LLM in Taxation or Estate Planning (preferred, not required)