Estate Planning Attorney (2-5 Years Experience)

Frey Consulting Group

Spokane, WA

JOB DETAILS
SKILLS
Attorney, Best Practices, Communication Skills, Conferences, Customer Experience, Customer Satisfaction, Customer Support/Service, Customer/Client Research, Estate Planning, Funding, Futures, Healthcare, Healthcare Reimbursement, Insurance, Legal, Legal Documents, Microsoft Product Family, Strategic Planning, Tax Planning, Tax Regulations, Team Player, Technical Drawing, Time Management, Writing Skills
LOCATION
Spokane, WA
POSTED
2 days ago

LocationHybrid position for candidates residing in Spokane, WA, or Coeur d'Alene, IDAlternative work arrangements may be considered for highly qualified candidates based in ArizonaAbout McKarcher Law PLLCAt McKarcher Law PLLC, we help individuals and families protect what matters most through thoughtful estate planning and exceptional client service. We are committed to delivering personalized legal solutions with compassion, integrity, and excellence while fostering a collaborative, growth‑oriented environment for our team.Our core values guide everything we doDoing the right thing at every turnRespectHelping others and serving our communityEmpathyHumilityPosition SummaryThe Estate Planning Attorney is responsible for reviewing, drafting, revising, and finalizing sophisticated estate planning documents that accurately implement each client's legal strategy. This attorney partners directly with clients throughout the planning process, ensuring documents are legally sound, completed efficiently, and aligned with each client's objectives.The ideal candidate has experience preparing comprehensive estate plans, enjoys technical legal drafting, and is committed to delivering an exceptional client experience from initial strategy through implementation.What You'll DoIndependently draft and review estate planning documents using WealthCounsel.Analyze client information and prepare customized estate planning strategies and documents.Meet with clients to review recommendations, explain planning strategies, and answer legal questions.Revise documents based on client feedback prior to signing.Guide clients and their professional advisors through implementation and estate funding.Manage workflows using Decision Vault, Lawmatics, WealthCounsel, Microsoft 365, and related software.Collaborate with attorneys, paralegals, and staff to ensure an exceptional client experience.Ensure all document deadlines are consistently met.Provide timely, proactive communication with clients and colleagues.Stay current on estate planning law, tax developments, and drafting best practices.What We're Looking ForThe ideal candidate is:Experienced in estate planning document draftingExceptionally detail‑orientedClient‑centered and relationship‑focusedA strong legal writer and communicatorOrganized and deadline‑drivenCollaborative and solutions‑orientedSelf‑motivated with strong professional judgmentPassionate about providing exceptional client serviceRequired QualificationsJuris Doctor (J.D.) from an accredited law schoolActive license in good standing in Arizona, Washington, or Idaho, with ability to be admitted to, at minimum, Washington and Idaho2–5 years of estate planning experienceExperience drafting sophisticated estate planning documents, or, at minimum, working in estate administration “plus” demonstrably strong drafting skillsWealthCounsel experience strongly preferredExperience with Decision Vault and Lawmatics is a plusStrong understanding of wills, revocable trusts, irrevocable trusts, state‑level estate tax, powers of attorney, healthcare directives, and related planning techniquesExcellent writing, communication, and organizational skillsBenefits includeQualified Small Employer Health Reimbursement Arrangement (QSEHRA)AFLAC supplemental insurance optionsPaid Time Off (PTO)Bar dues paid by the firmProfessional development opportunities, including WealthCounsel conferences and industry eventsKey Performance IndicatorsSuccess in this role is measured by:100% accuracy in drafting sophisticated estate planning documents and legal provisions.100% of estate planning drafts delivered within the timelines established in the Engagement Agreement, or revised timelines communicated to clients.High‑quality drafting requiring minimal revisions.Excellent client satisfaction and responsiveness.Strong collaboration with the Estate Planning Team.Join Our TeamIf you're an experienced estate planning attorney who enjoys sophisticated legal drafting, collaborating with clients, and helping families protect their futures, we'd love to hear from you.We understand the complexities of navigating new opportunities in the legal space. You can trust that all employment inquiries are kept strictly confidential.#J-18808-Ljbffr

About the Company

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Frey Consulting Group