Job Description
Job Description
Note: This position can be based out of our Little Canada, Wayzata, or Burnsville offices, depending on your preference.
Make a meaningful difference by helping families safeguard what they’ve built and prepare for what’s ahead.
We’re looking for an experienced Estate Planning and Administration Attorney who is comfortable working independently while also contributing to a collaborative team. In this role, you will build and maintain client relationships, develop customized estate plans, and support individuals and families through important life transitions—from proactive planning to trust and estate administration.
You will manage a variety of matters, including drafting wills and trusts, ensuring each plan is tailored, compliant, and designed for long-term effectiveness. You’ll oversee your own caseload while also collaborating with senior attorneys on more complex matters and contributing to the firm’s overall legal strategy.
This role provides a strong opportunity to deepen your expertise in estate planning, wealth transfer, and asset protection, while continuing to refine your skills in drafting, client counseling, and trust and estate administration within a supportive, team-oriented environment.
Responsibilities:
Client Consultation & Strategy
- Meet with clients to assess their estate planning needs
- Educate clients on wills, trusts, powers of attorney, healthcare directives, and other planning tools
- Develop tailored estate plans based on family dynamics, asset structure, and clients’ long-term goals
Document Drafting & Review
Draft and review legal documents such as:
- Revocable and irrevocable trusts
- Powers of attorney (financial)
- Healthcare directives
- Medicaid long-term care pre-plans
- Ensure legal documents reflect client intentions and are compliant with applicable laws and regulations
Legal Research & Compliance
- Stay current with changes in estate planning laws, tax regulations, and probate codes
- Research complex legal questions regarding estate taxation, gifting, asset protection, etc
Client Relationship Management
- Build and maintain relationships with clients and their families
- Coordinate with financial advisors, accountants, and other professionals
Team Collaboration & Contribution
- Work closely with senior attorneys on complex matters
- Support firm initiatives such as internal training, process improvement, or community engagement events as appropriate
Qualifications:
Education & Experience
- A four-year university degree and Juris Doctor (JD) from an accredited law school are required
- Active license to practice law in Minnesota
- 3-7+ years of experience in estate planning
- Experience in client-facing legal work
Knowledge, Skills & Abilities:
- Strong legal drafting and analytical skills
- Strong command of estate planning strategies, with the ability to design and implement customized plans involving wills, trusts, incapacity planning, and effective wealth transfer solutions
- Demonstrated excellent communication and interpersonal skills, both written and verbal
- Detail-oriented and highly organized, must be thorough while completing tasks
- High-level of integrity
- Investigative and curious nature
- Strong problem-solving and conceptual thinking abilities
- Ability to be autonomous and independently handle complex matters and relationships
- Comfort discussing sensitive family and financial topics
- Adaptability and openness to variety in the workplace
About Company
Safe Harbor Estate Law is a firm focused on Estate Planning and Elder Law. We are passionate about helping clients protect themselves, their loved ones, and their assets. We pride ourselves on helping clients achieve their goals while providing an outstanding client experience. We find it very rewarding to work together collaboratively to help more clients every year.
To learn more about our company, please visit our "You Should Work Here" https://safeharborestatelaw.com/you-should-work-here