Estate Planning Associate

Job Overview

A law firm seeks a skilled and client-focused Estate Planning Associate with 4+ years of relevant experience to join their team in Atlanta, GA. This role involves drafting estate planning documents, managing client matters independently, and delivering high-quality work in a timely manner.

Duties

• Draft estate planning documents, including trusts and related instruments.
• Analyze and summarize existing trust documents.
• Assist with modifications to irrevocable trusts.
• Prepare and file gift and estate tax returns.
• Draft professional client correspondence and respond to inquiries.
• Manage multiple client matters with accuracy and timeliness.
• Collaborate with senior attorneys and support staff.
• Participate in client meetings as a trusted team member.

Requirements

• J.D. from an accredited law school.
• Active Georgia Bar license in good standing.
• 4+ years of experience in estate planning and trust administration.
• Understanding of trusts, estate planning documents, and tax rules.
• Proven ability to draft estate plans independently.
• Experience analyzing complex trust instruments.
• Ability to prepare gift and estate tax returns.
• Strong written and verbal communication skills.

Education

• J.D. from an accredited law school.

Certifications

• Active Georgia Bar license.

Skills

• Strong organizational and time management skills.
• Confidence in client-facing roles.
• Ability to thrive in a client-focused environment.

Benefits

• Comprehensive benefits package including personal time off and firm-paid holidays.
• Medical, dental, and vision insurance.
• 401(k) plan.