Trust & Estate Planning Attorney / Counsel

Description
A well-established, independent wealth advisory firm is seeking a Trust and Estate Attorney to join its growing team. This firm specializes in comprehensive financial planning and wealth management, with a niche focus on serving high-net-worth professionals. The team is known for its collaborative culture, deep expertise, and nationwide client base.




Responsibilities:

• Analyze and interpret complex estate planning documents to ensure accuracy and alignment with legal standards.

• Develop estate plans that align with clients' personal and financial objectives.

• Conduct thorough legal research on trusts, estates, and related topics to support client strategies.

• Partner with financial advisors to deliver integrated and effective planning solutions.

• Communicate with clients and their representatives to address legal inquiries and provide guidance.

• Draft and review legal documents with pr...