Estate Planning Attorney Job Description Template

An Estate Planning Attorney is responsible for guiding clients through the process of creating plans for their assets and properties after their death. They help clients minimize tax liabilities and ensure that their assets are properly distributed according to their wishes. A successful Estate Planning Attorney should have extensive knowledge of legal and financial matters, excellent communication skills, and attention to detail.

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Estate Planning Attorney Job Description

An estate planning attorney provides legal guidance and advice to clients regarding the transfer and management of their assets and wealth after their death. This includes helping clients write wills, establish trusts, designate beneficiaries, and navigate tax and probate laws.


  • Assist clients in the creation of wills, trusts, and other legal documents related to estate planning
  • Provide guidance on asset protection and tax planning strategies
  • Help clients designate beneficiaries for their assets and property
  • Represent clients in probate court proceedings
  • Review and modify existing estate plans as necessary
  • Communicate effectively with clients and other legal professionals


  • Juris Doctor degree from an accredited law school
  • Admission to the state bar and in good standing
  • Experience in estate planning and probate law
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills


One of the most important decisions you can make as an employer is to attract the right talent for your organization. This is especially true when it comes to hiring an estate planning attorney as this position requires a unique set of skills and experience. Here's how you can create an effective estate planning attorney job posting:

Job Title and Description

Your job posting should start with an engaging job title. Make sure that the title accurately reflects the position and is specific enough to attract the right candidates. The job description should also be clear and concise, outlining the duties and requirements of the position.

  • Job title: Estate Planning Attorney
  • Job description:
  • We are seeking a highly skilled and experienced estate planning attorney to join our dynamic legal team. The ideal candidate will be responsible for providing legal advice and guidance to clients on all matters related to estate planning. The attorney will also be responsible for drafting and reviewing legal documents for clients, such as wills, trusts, and powers of attorney. In addition, the candidate will assist with probate and trust administration, as well as tax planning.

    Qualifications and Requirements

    The qualifications and requirements for the position should be clearly outlined in the job posting. This will save both you and potential candidates time and effort by ensuring that only qualified candidates apply for the position.

  • Minimum of 5 years of experience in estate planning
  • Juris Doctor degree from an accredited law school
  • Active license to practice law in the state
  • In-depth knowledge of estate planning laws and regulations
  • Excellent communication skills and the ability to explain complex legal concepts to clients
  • Benefits and Salary

    Highlighting the benefits and salary that come with the position is a great way to attract top talent. Make sure to include information such as health insurance, retirement plans, and bonuses.

  • Competitive salary based on experience
  • Health insurance
  • Retirement plan
  • Bonuses based on performance and billable hours
  • Conclusion

    A well-written and clearly outlined job posting will attract the right candidates for the position. By following these guidelines, you can ensure that you attract top talent and find the perfect estate planning attorney for your organization.

    What is an Estate Planning Attorney?

    An Estate Planning Attorney is a legal professional who specializes in helping clients create a plan for their assets and property after they pass away. This often includes drafting wills, trusts, and other estate planning documents to ensure that their clients' wishes are carried out according to their wishes.

    What qualifications should I look for in an Estate Planning Attorney?

  • Experience: You should look for an Estate Planning Attorney who has experience in the field. This ensures that they have the knowledge and skills necessary to help you create a solid plan for your assets.

  • Education: Look for an attorney who has a law degree from an accredited institution. This can help ensure that they have the necessary legal knowledge to help you create a comprehensive estate plan.

  • Credentials: Many Estate Planning Attorneys have additional credentials, such as a Master of Laws (LL.M.) in Taxation or an Estate Planning Certificate. These additional credentials can indicate that the attorney has specialized knowledge in the field of estate planning.

  • What should my Estate Planning Attorney job posting include?

  • Job Title: Make sure that the job title clearly indicates that this is an Estate Planning Attorney position.

  • Responsibilities: Include a list of responsibilities, such as drafting wills and trusts, representing clients in court, and advising clients on tax matters.

  • Qualifications: List the qualifications you are looking for in an Estate Planning Attorney, such as experience, education, and credentials.

  • Location: Make sure to include the location of the job, including the state and city.

  • Salary: Include the salary range for the position.

  • Application Instructions: Provide detailed instructions on how to apply for the position, including the deadline for submissions.

  • What are some common Estate Planning Attorney interview questions?

  • What experience do you have in estate planning?

  • How do you deal with complex estate planning issues?

  • What are some common mistakes you've seen clients make in their estate planning?

  • How do you keep up with changes in estate planning laws?

  • Can you give me an example of a successful estate planning case you worked on?

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