Estate Planning Attorney - Dallas, TX
Core
Experienced attorney managing estate planning, probate, and trust administration cases for clients with varying net worth.
Role type
Estate Planning, Probate, and Trust Administration Attorney
Builds
Estate planning documents, probate court representations, and trust administration files
Domain
Legal (Estate Planning, Probate, Trust Administration)
Required skills
Estate planning document drafting, Probate litigation, Trust administration, Client consultation, Case management, High/ultra-high net worth client planning, Medicaid asset planning, Guardianship/conservatorship applications
Preferred skills
Trust and probate litigation, General taxation knowledge, Existing book of business
Technologies
Legal software programs
Responsibilities
Perform initial client consultations, Draft estate planning documents, Represent clients in probate court, Provide monthly status reports and weekly file reviews
Seniority
Mid-Senior level, 5+ years experience