Estate Planning Attorney (Entry-Level)- Hybrid
Job Description
Job Description
Launch Your Estate Planning Career with Mentorship, Growth & Meaningful Client Impact ⭐
Start your legal career with purpose. You'll receive hands-on mentorship, sophisticated estate planning experience, and the support needed to develop into a trusted advisor for individuals and families. This is more than an entry-level attorney position—it's an opportunity to build a long-term career with a firm that invests in your success.
Estate Planning Attorney
The Estate Planning Attorney is responsible for preparing, reviewing, revising, and finalizing estate planning documents that accurately implement each client's estate planning strategy. This role works closely with clients throughout the planning process, ensuring their goals are clearly understood, their questions are answered, and their estate plans are completed accurately and efficiently.
Our core values guide everything we do:
- Doing the right thing at every turn
- Respect
- Helping others and serving our community
- Empathy
- Humility
Location:
- Hybrid position for candidates residing in Spokane, WA, or Coeur d'Alene, ID
- Alternative work arrangements may be considered for highly qualified candidates based in Arizona
What You'll Do
- Independently draft and review estate planning documents using WealthCounsel.
- Analyze client information and prepare customized estate planning strategies and documents.
- Meet with clients to review recommendations, explain planning strategies, and answer legal questions.
- Revise documents based on client feedback prior to signing.
- Guide clients and their professional advisors through implementation and estate funding.
- Manage workflows using Decision Vault, Lawmatics, WealthCounsel, Microsoft 365, and related software.
- Collaborate with attorneys, paralegals, and staff to ensure an exceptional client experience.
- Ensure all document deadlines are consistently met.
- Provide timely, proactive communication with clients and colleagues.
- Stay current on estate planning law, tax developments, and drafting best practices.
What We're Looking For
The ideal candidate is:
- Passionate about Estate Planning
- Exceptionally detail-oriented
- Client-centered and relationship-focused
- A strong legal writer and communicator
- Organized and deadline-driven
- Collaborative and solutions-oriented
- Self-motivated with strong professional judgment
- Passionate about providing exceptional client service
Required Qualifications
- Juris Doctor (J.D.) from an accredited law school
- Active license in good standing in Arizona, Washington, or Idaho, with ability to be admitted to, at minimum, Washington and Idaho
- Newly licensed attorneys are encouraged to apply
- Strong legal writing and analytical skills
- Excellent communication and interpersonal skills
- Ability to manage multiple projects simultaneously
- Comfortable learning new legal technology platforms
Compensation & Benefits
Starting Salary: $79,000 annually
Benefits include:
- Qualified Small Employer Health Reimbursement Arrangement (QSEHRA)
- AFLAC supplemental insurance options
- Paid Time Off (PTO)
- Bar dues paid by the firm
- Continuing Legal Education (CLE) reimbursement
- Professional development opportunities, including WealthCounsel conferences and industry events
Key Performance Indicators
Success in this role is measured by:
- 100% accuracy in drafting estate planning documents and legal provisions.
- 100% of document drafts completed within the timelines established in the Engagement Agreement, or revised timelines proactively communicated to clients.
- High-quality work requiring minimal revisions.
- Outstanding client communication and satisfaction.
- Strong collaboration with attorneys, paralegals, and staff.
Join Our Team
If you're looking for an opportunity to launch your estate planning career with a collaborative team that values mentorship, integrity, and client service, we'd love to hear from you.
We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.