Estate Planning Attorney

Profile

Job Overview

A law firm seeks an Estate Planning Attorney in Lexington, KY. This remote, full-time role offers a modern, technology-enabled platform for practicing sophisticated estate and tax law. The position is open to candidates ranging from associate to senior levels, with opportunities for complex work and relationship building with financial advisors.

Duties

• Conduct virtual client meetings to gather information, clarify goals, and present tailored estate planning strategies.



• Draft and review estate planning documents, including wills, revocable trusts, irrevocable trusts, and related instruments.



• Lead client and advisor meetings with professionalism, clarity, and confidence while advising on asset titling and trust funding.



• Collaborate with financial advisors, internal team members, and an of-counsel network across all 50 states.



• Stay current on federal and state estate, gift, and generation-skipping transfer tax laws.



• Build and maintain strong relationships with financial advisors and their leadership teams.



• Respond to client and advisor inquiries promptly and professionally.

Requirements

• Juris Doctor degree from an accredited law school.



• Licensed to practice law and in good standing with at least one state bar.



• 3+ years of experience in estate and trust planning; more experienced candidates are encouraged to apply.



• High-net-worth planning experience is a plus.

Education

• Juris Doctor (J.D.) from an accredited law school.

Certifications

• Active license to practice law in at least one state.

Skills

• Strong knowledge of estate planning, trust funding, and tax laws.



• Excellent client-facing skills with the ability to explain complex concepts clearly.



• Strong organizational, time-management, analytical, drafting, and writing skills.



• Comfort working in a technology-enabled legal practice.



• Proven ability to build and maintain relationships with financial advisors.

Benefits

• No billable hour requirement.



• Competitive salary and benefits.



• 401(k) with employer match.



• Comprehensive health insurance.



• Paid time off.



• Flexible work arrangements.



• A collaborative, national team.

Company info

BCG Attorney Search
400 Perimeter Center Ter NE Ste 900
Atlanta
Georgia
United States 30346
Phone : 770-450-2000
Fax : (213) 895-7306