Estate Planning Attorney
Location: Berwyn
Posted on: June 23, 2025
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Job Description:
Great boutique investment firm! This Jobot Job is hosted by:
Ethan Goldman Are you a fit? Easy Apply now by clicking the "Apply
Now" button and sending us your resume. Salary: $70,000 - $115,000
per year A bit about us: Our client is a boutique investment firm
in Berwyn PA. They focus in 4 main areas- Investments, Financial
Advisory, Business Succession, and Estate Planning. Why join us?
401K 401K Match Dental insurance Health insurance Paid time off
Vision insurance Job Details Responsibilities: 1. Provide expert
legal advice to clients on all aspects of estate planning,
including wills, trusts, power of attorney, and living wills. 2.
Draft, review, and revise estate planning documents to ensure they
are legally sound and meet the client's needs and wishes. 3. Assist
clients with wealth preservation planning, including advising on
tax implications and strategies to protect and grow their wealth.
4. Manage probate and trust administration processes, including
preparing and filing necessary documents, representing clients in
court, and resolving any disputes or issues that arise. 5. Stay
up-to-date with changes in tax and estate planning laws and
regulations to ensure clients' plans remain compliant and
effective. 6. Build strong relationships with clients, providing
exceptional customer service and working to understand their unique
needs and goals. 7. Collaborate with other members of the legal
team to develop and implement comprehensive estate planning
strategies. Qualifications: 1. Juris Doctor (JD) degree from an
accredited law school. 2. A minimum of 2 years of experience as an
estate planning attorney. 3. Experience with Tax Law Interested in
hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive
work environment that celebrates diversity and all qualified
candidates receive consideration for employment without regard to
race, color, religion, age, sex, national origin, disability
status, genetics, protected veteran status, sexual orientation,
gender identity or expression, or any other characteristic
protected by federal, state or local laws. Sometimes Jobot is
required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in
a manner consistent with any applicable federal, state, or local
law regarding criminal backgrounds, including but not limited to
the Los Angeles Fair Chance Initiative for Hiring and the San
Francisco Fair Chance Ordinance.
Keywords: , East Brunswick , Estate Planning Attorney, Legal , Berwyn, New Jersey
