Day-to-day, that means: Consulting with prospective clients and leading them through our proprietary estate planning process Providing expert legal counsel and delivering superior estate planning and asset protection work products Researching, designing, and executing complex, customized estate plans — wills, trusts, powers of attorney, and more Educating clients on retirement strategies, charitable giving, and insurance options Guiding clients through the probate process with clear, actionable advice that cuts through complexity Representing clients in uncontested guardianship and probate hearings Maintaining detailed, organized client records that ensure seamless service and full compliance Attending court proceedings as needed Qualifications: Bachelor’s degree with a legal background and J.D. from an accredited law school 5 years of estate planning, probate, and trust administration experience Proven ability to lead and manage in a fast-paced, service-oriented environment Exceptional communication skills — especially in high-stakes, emotionally sensitive situations Strong working knowledge of complex trust planning, probate, and trust administration Preferred: LL.M. in Taxation or Estate Planning & Probate Board Certified Specialist designation Experience with WealthDocx Estate Planning or ElderDocx Elder Law software Active involvement with the American Bar Association (ABA) Who Thrives Here Our core values aren't aspirational — they're operational.