Estate Planning Attorney

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• 95,000 / Yearly Not Specified Share on Apply now

Description:

About the role: The Estate Planning Attorney will work directly with clients and families to design and implement comprehensive estate plans tailored to each client's goals, family dynamics, financial circumstances, and long-term planning objectives. The ideal candidate is relationship-oriented, intellectually curious, and passionate about helping families navigate important life decisions. This role works closely with attorneys, legal assistants, paralegals, care coordinators, and administrative team members to provide an outstanding and seamless client experience from start to finish.

Position Responsibilities:

Client Counseling & Estate Planning Counsel clients regarding estate planning strategies, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related planning instruments Analyze client objectives, family dynamics, and financial considerations to recommend and develop appropriate planning solutions Explain legal concepts clearly and compassionately, particularly during sensitive or emotional situations Identify potential risks or gaps in client plans and address them proactively Drafting & Matter Management Draft, review, and finalize estate planning documents with accuracy, attention to detail, and thoughtful customization Ensure all work products comply with applicable law, regulations, ethical standards, and firm procedures Review work prepared by support staff and provide guidance and feedback as needed Case Management & Client Communication Manage an active caseload while meeting deadlines and productivity expectations Maintain organized, accurate, and up-to-date client files within the firm's practice management system Provide timely updates to clients regarding the status of their matters Coordinate with legal assistants, paralegals, and administrative staff to move matters forward smoothly Team Collaboration & Firm Contribution Work collaboratively with attorneys and staff across the firm Participate in internal training, process improvement, and mentoring initiatives Uphold firm values and contribute positively to firm culture Participate in educational seminars, community outreach, and firm development efforts

Qualifications & Skills:

Juris Doctor (JD) from an accredited law school Licensed and in good standing to practice law in Indiana Prior experience in estate planning, elder law, probate, or related practice areas preferred Strong legal writing, analytical, and communication skills Demonstrated ability to manage multiple matters and deadlines effectively Professional demeanor and commitment to high-quality client service Collaborative mindset and team-oriented approach to practice Why You'll Love Working at Dillman & Owen Meaningful Work Serving Families and Individuals During Important Life Transitions Dedicated Business Services Team Support and Robust Practice Management Systems Thoughtful Integration of Technology and Ai Tools Where Legally and Ethically Appropriate Professional Development Support Through Approved Memberships, Continuing Education, and Professional Subscriptions Strong Firm Culture Focused on Compassion, Professionalism, Collaboration, and Excellence Competitive Compensation and Comprehensive Benefits Package 401(k) Plan with Up to 4% Company Match Company-Paid Short-Term and Long-Term Disability Coverage Company-Paid Life Insurance in The Amount of $50,000 Complimentary Estate Planning Services for Employees and Their Spouses How to

Apply:

Qualified Candidates Should Submit a Resume, Cover Letter, and Two Writing Samples to Lesa Moore at Lmoore@dillman-Owen.

Com. We Look Forward to Hearing from You!

Pay :

$75,000.00

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