Associate Attorney - Estate Planning & Asset Protection

Location: New Braunfels, Texas (serving clients throughout the Austin–San Antonio corridor, as well as some in the Houston and DFW areas)About UsWe are a client-centered, planning-driven law firm that helps families protect their wealth, plan for the future, and leave meaningful legacies. Our practice focuses primarily on estate planning, trust administration, and asset protection strategies, which comprises about 85% of our business. The remainder is mostly business planning (entity formations, trademarks, contracts, etc.), uncontested probate, and a small number of guardianships. We focus on the preventive side of law, and do not engage in any litigation.Position OverviewThis is a full-time, in-house position. We are looking for a seasoned Estate Planning Attorney with at least 3 years of experience in designing and executing comprehensive estate plans including Revocable Living Trusts. The right candidate will be confident handling client relationships from consultation to completion and skilled in asset protection, tax planning, and advanced planning strategies.This is a high-impact role where you will work directly with clients, collaborate with a supportive legal team, and play an integral part in shaping the future direction of the firm.Key ResponsibilitiesEstate Planning & Asset ProtectionConduct thorough consultations to assess client goals, asset structures, and family dynamicsDraft and review tailored estate planning documents including Revocable Living Trusts, wills, powers of attorney, advance healthcare directives, etc.Develop and implement asset protection strategies, business succession plans, and tax-efficient wealth transfer solutionsStay informed on changes in estate, tax, and elder law to provide forward-thinking counselGuide clients through complex legal concepts with clarity and careBusiness – we handle someentity formations, contracts, and IP workProbate – we handle a fair amount of uncontested probate mattersTrust AdministrationAdvise successor trustees through post-death trust administration processesInterpret legal documents, coordinate asset distributions, and ensure fiduciary complianceWork closely with financial advisors, CPAs, and other professionals to achieve client objectivesEnsure all administrative steps are handled efficiently and accuratelyClient Relationship Management– We strive to deliver a Wow experience to themBuild strong, ongoing relationships with clients through responsive and compassionate communicationSupport educational efforts through occasional webinars or community seminarsCollaborate with client services and marketing teams to support firm growth initiativesLeadership & CollaborationPartner with attorneys, support staff, and operations to deliver a seamless client experienceMentor junior attorneys or legal team members as neededParticipate in improving internal processes and legal service delivery standardsQualificationsJuris Doctor (JD) from an accredited law schoolActive bar license in TexasMinimum of 3 years of direct experience in estate planning and trust-based planningProficiency with advanced planning strategies, including asset protection and tax planningStrong drafting, analytical, and interpersonal communication skillsHighly organized, with the ability to manage multiple projects simultaneouslyA client-first attitude and a collaborative team spiritVery high attention to detailWhat We OfferA role centered on planning and protection—not litigationCompetitive compensation and benefits including very generous paid time offA collaborative and respectful team environmentOpportunities to grow your role and contribute to the firm's strategic directionMission Statement:We Take Care of FamiliesAll serious candidates must take our attorney skills assessment and receive a passing score to be eligible for an interview. The questions are not related to law. Instead, they are designed to evaluate necessary skills such as attention to detail, problem solving, critical thinking, deductive reasoning, written communication, etc. The estimated time to complete it is about an hour.#J-18808-Ljbffr