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Estate Planning Associate Attorney

Job Description - Estate Planning Associate Attorney



Stein Law seeks to add an Estate Planning Associate Attorney to our growing firm. Our ideal candidate is an attorney with 2 to 5 years of recent experience in estate planning who is eager to learn about the tax and corporate worlds. 
 

Our Company:
Stein Law specializes in estates and trusts, corporations, tax controversy, and tax planning, with more than 40 years of combined experience assisting startups, entrepreneurs, and multi-generational family businesses with the formation and operation of their businesses, beginning with planning and entity selection designed to achieve our client’s short-term and long-term objectives.  We represent various entity types operating throughout the world and their life cycle.
 
Stein law is a highly collaborative work environment where the individual is valued, and communication is a top priority.
 
Ideal Candidate:
We seek a highly motivated Associate Attorney in estates and trusts to join our esteemed legal team. The ideal candidate will have 3-5 years of hands-on experience handling estate planning, including wills, trusts, and powers of attorney, while providing guidance on tax implications and asset protection strategies. The qualified candidate must have excellent research and writing skills and be willing to work on a variety of ancillary matters.

Responsibilities:

  • Draft and review estate planning documents, including wills, trusts, and powers of attorney.

  • Advise clients on estate planning strategies, tax implications, and asset protection.

  • Conduct client meetings to understand their goals and provide tailored legal solutions.

  • Collaborate with other attorneys and professionals, such as financial advisors and accountants, to ensure comprehensive client care.

  • Stay current with changes in estate planning laws and regulations.

  • Represent clients in probate and estate administration matters as needed


Benefits:

  • Medical, Dental, and Vision Insurance

  • 401(k) Plan: Employer match up to 4%

  • Disability Insurance: Long-term and short-term coverage

  • Life Insurance: Employer-provided coverage

  • Paid Time Off 

  • Paid Holidays

  • Profit Sharing Plan

  • Continuing Legal Education: Covered expenses subject to approval

  • State Bar Dues: Payment for membership fees

 
 
 







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