Estate Planning Partnership Track Associate

Job Overview

A law firm seeks an experienced Estate Planning Partnership Track Associate to join their Houston, TX office. This role requires a minimum of three years of experience in estate planning, strong communication skills, and the ability to guide clients through both routine and complex legal matters.

Duties

• Provide comprehensive estate planning services, including drafting wills, trusts, and powers of attorney.
• Advise clients on wealth preservation, tax planning, and estate administration.
• Assist clients through probate proceedings and related legal processes.
• Guide clients in asset distribution and estate plan execution.
• Represent clients in court proceedings, especially in probate-related matters.
• Educate clients on retirement planning, charitable donations, and insurance options.
• Maintain accurate and organized client files.
• Collaborate with clients to design tailored estate plans.

Requirements

• Minimum of 3 years' experience as an estate planning attorney.
• Strong background in drafting wills and trusts.
• Licensed and in good standing to practice law in Texas.
• In-depth knowledge of estate planning, probate, and tax laws.
• Excellent analytical, negotiation, and communication skills.
• Ability to handle sensitive matters with discretion and professionalism.
• Proven track record of developing and maintaining strong client relationships.
• Strong organizational skills and ability to manage multiple cases.
• Commitment to outstanding client service.
• Proficiency in legal research tools and software.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Licensed to practice law in the State of Texas.

Skills

• Strong drafting and analytical skills.
• Deep understanding of trust and estate laws and tax implications.
• Ability to work independently and collaboratively.
• Excellent organizational and time management abilities.
• Professional demeanor and client-centered communication style.

Benefits

• Health, life, disability, dental, and vision coverage.
• 401(k) retirement plan.

Serving clients in numerous industries, this regional firm provides efficient and effective legal services in a cost-efficient manner. The firm comprises seasoned attorneys and professionals from a variety of disciplines who develop superior service strategies that provide unmatched support to the client. The firm and attorneys are consistently recognized for outstanding achievements by clients, business, legal, and industry organizations.