Estate Planning Attorney Resume Samples

An Estate Planning Attorney is a legal professional who specializes in helping clients manage their assets, plan for the future, and ensure that their wishes are carried out after they pass away. They provide advice on how to reduce taxes, create trusts, and make sure that their client’s assets are protected. Duties and responsibilities often associated with the role are listed on the Estate Planning Attorney Resume as – providing legal advice on the best strategies for managing assets, drafting wills and trusts, and helping clients arrange for the transfer of assets.

To ensure success in this role, the following skills are required – legal knowledge, excellent communication skills, the ability to analyze complex financial information, and writing skills. A good understanding of taxation and financial planning is as well required. A Juris Doctor JD degree is typically required for this role, along with licensing by the state in which the attorney works.

 

Estate Planning Attorney Resume example

Senior Estate Planning Attorney Resume

Summary : As a Senior Estate Planning Attorney, experienced in practicing trusts and estates law. Drafted both basic and sophisticate estate planning documents with some exposure to those which incorporate estate and income tax planning including irrevocable trusts. 

Skills : Legal Research, Word Processing, Team , Problem Solving, Negotiation.

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Description :

  1. Drafted over 100 Estate Planning documents including wills, trusts, certification of trusts, advance health care directives, powers of attorney and HIPPA authorizations.
  2. Managed Conservatorships, Guardianship and Guardian Ad Litem proceedings from initiation through accountings including contested conservatorships.
  3. Managed probate administrations from initiation of proceedings to discharge of personal representative, including drafting petitions for probate, petitions for summary probate, petitions to determine entitlement to distribution, accountings, and petitions for final distribution.
  4. Drafted petitions for removal of trustees, modification of trusts, 13100 declarations, affidavits of death of joint tenant, and petitions for conservatorship of the person and/or estate.
  5. Appeared at hearings on above-mentioned petitions in El Dorado County, Sacramento County, Placer County, Solano County, Yolo and San Joaquin Counties.
  6. Prepared and drafted legal documents, such as wills, trusts, deeds, and contracts.
  7. Probated wills and represented and advised executors and administrators of estates.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
J.D.


Junior Estate Planning Attorney Resume

Objective : As a Junior Estate Planning Attorney, Experienced and dynamic Attorney with 2 months of experience in Criminal Defense representing indigent persons charged with criminal offenses, 8 months experience in foreclosure law while acting as case manager for a Fortune 500 client, and 8 months experience as an Estate Planning Attorney giving seminars and drafting wills and trusts.

Skills : Microsoft Office, Constant Contact, Adobe Photoshop, Graphic Design, Joomla.

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Description :

  1. Experienced in catering to and addressing the planning needs of high-net-worth clients.
  2. Experienced working in an entrepreneurial environment.
  3. Managed administrative and office functions for Jacksonville location.
  4. Worked directly with clients to understand their estate planning objectives and needs and advise them on appropriate options.
  5. Used Sumrall Law forms and processes, provide clients with draft estate plans within one week of the initial meeting (or faster if the client requires a quick turnaround).
  6. Proactively and charmingly and consistently engaged with clients regarding any questions about, or updates to, their draft estate plan so the draft is ready for signature two weeks after the initial meeting (or on other timelines requested by clients).
  7. Guided clients through estate plan signing meetings and advise them on trust-funding and maintenance.
          Years of Experience
          Experience
          0-2 Years
          Experience Level
          Level
          Junior
          Education
          Education
          J.D.


          Associate Estate Planning Attorney Resume

          Objective : As an Associate Estate Planning Attorney, Drafted wills, trusts, and related estate documents; Consulted with clients about their estate planning; Used sophisticated estate planning document preparation software (experienced with Wealth Counsel software a plus).

          Skills : Fluent In Vietnamese, Knowledge Of Laws And Regulations.

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          Description :

          1. Researched issues involving complex programs with connected federal and state authorities, including researching federal statutes and regulations, state statutes and regulations, administrative agency guidance, state and federal case law, and administrative agency decisions.
          2. Advised and represented of clients in accordance with firm priorities.
          3. Developed relationships with the community served and the leaders of that community.
          4. Served as the law firm's primary legal contact for multiple family office and ultra-high net worth clients. Designed and implemented customized.
          5. Marketed firm services and solicited new client relationships through speaking engagements at various conferences for accountants, attorneys, .
          6. Drafted over 200 wills, living trusts, advance health care directives, powers of attorney and HIPPA authorizations.
          7. Researched and Counseled on trust and estate litigation issues, including gifts by dependent adults to care custodians, breach of fiduciary duty.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Junior
                  Education
                  Education
                  J.D.

                  Estate Planning Attorney Resume

                  Summary : As an Estate Planning Attorney, worked closely and directly with the Principals and senior attorneys in the Estates and Trusts Practice Group. On a regular basis, the Attorney will meet with clients and work closely with members of the Group to develop individually designed estate plans, draft estate planning documents, and research legal and tax issues associated with a wide range of cutting-edge planning strategies.

                  Skills : Analyze Clients' Financial And Personal Circumstances.

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                  Description :

                  1. Work experience in drafting estate planning documents, including wills and trusts.
                  2. Prior work experienced or exposured to administering simple and complex estates, trusts, and lifetime planning objectives.
                  3. Experienced with or interested in estate, trust and fiduciary litigation, including providing support therefor.
                  4. Conducted initial consultation with clients.
                  5. Identified the appropriate strategy to meet the clients expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the clients objectives.
                  6. Drafted estate planning documents, including wills, distinct types of trusts, ancillary documents.
                  7. Explained complex legal concepts and explain all provisions of the estate plan to the client.
                                      Years of Experience
                                      Experience
                                      10+ Years
                                      Experience Level
                                      Level
                                      Executive
                                      Education
                                      Education
                                      J.D.

                                      Estate Planning Attorney Resume

                                      Summary : As an Estate Planning Attorney, Experienced working with estate planning desired. Experienced with drafting documents in Wealth Counsel a plus. Experienced with Clio Grow and Clio Manage a plus.

                                      Skills : Communication And Interpersonal, Organizational, Time Management.

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                                      Description :

                                      1. Self-started, met deadlines, prioritized, managed multiple projects simultaneously, work well with change in a fast-paced environment.
                                      2. Regularly consulted with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward.
                                      3. Cultivated relationships with the firms existing and future clients by maintaining consistent and timely communication.
                                      4. Developed a client following to increase the firms revenues.
                                      5. Worked knowledge of finance, investments, and taxes.
                                      6. Focused under pressure and the willingness to do what needs to be done.
                                      7. Demonstrated a high degree of discretion, confidentiality, and integrity in the handling of personal client information.
                                                  Years of Experience
                                                  Experience
                                                  10+ Years
                                                  Experience Level
                                                  Level
                                                  Executive
                                                  Education
                                                  Education
                                                  J.D.

                                                  Estate Planning Attorney Resume

                                                  Summary : As an Estate Planning Attorney, assisted business owners, both middle-class and wealthy families and individuals, with estate planning and elder law planning needs, as well as handle trust and estate administration matters. Prepared estate planning documents, including wills, revocable trusts, and irrevocable trusts, Special Needs Trusts, and Medicaid trusts.

                                                  Skills : Organizational, Time Management.

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                                                  Description :

                                                  1. Reported on caseload at a weekly case review meeting.
                                                  2. Experienced with Wealth Counsel drafting is desired.
                                                  3. Expanded and maintain relationships with internal and external business partners to increase introductions of prospective clients.
                                                  4. Utilized comprehensive financial planning and deliver advice and appropriate solutions.
                                                  5. Ensured that clients are aligned with the correct Wealth Management segment.
                                                  6. Always focused on doing the right thing for clients.
                                                  7. Experienced working with business partners in a team environment within a consumer bank channel.
                                                                Years of Experience
                                                                Experience
                                                                7-10 Years
                                                                Experience Level
                                                                Level
                                                                Senior
                                                                Education
                                                                Education
                                                                J.D.

                                                                Estate Planning Attorney Resume

                                                                Summary : As an Estate Planning Attorney, Drafted comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family Limited Partnerships, ILITs, SLATS, charitable lead annuity trusts, intentionally defective irrevocable trusts, and tax-free reorganizations.

                                                                Skills : Planning, Attorney, Knowledge Of Laws And Regulations.

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                                                                Description :

                                                                1. Created customized documents beyond the boilerplate basics.
                                                                2. Prepared complex federal gift tax and estate tax returns (federal and state).
                                                                3. Prepared judicial and informal and estate and trust accounting, receipts/releases/refunding agreements.
                                                                4. Prepared real estate documents including review of deeds, and transfers of cooperative shares related to the funding of trusts.
                                                                5. Advised clients on elder law matters including Medicaid and asset protection planning related to all public benefits.
                                                                6. Drafted and fund of asset protection trusts including Medicaid trusts, Special Needs Trusts and Pooled-Income Special Needs Trusts.
                                                                7. Worked directly with clients in designing and implementing a comprehensive estate planning strategy.
                                                                                Years of Experience
                                                                                Experience
                                                                                10+ Years
                                                                                Experience Level
                                                                                Level
                                                                                Executive
                                                                                Education
                                                                                Education
                                                                                J.D.

                                                                                Estate Planning Attorney Resume

                                                                                Summary : As an Estate Planning Attorney, developed relationships with clients as they establish legal needs, provided counsel, helped them understood their legal options, and represented them in court and negotiations. Conducted research, prepared legal documents, and performed other duties to ensured that clients receive the best and most cost-effective legal solutions.

                                                                                Skills : Legal Assistant, Documentational Skills.

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                                                                                Description :

                                                                                1. Worked closely with clients as a trusted advisor and will communicate with them in an approachable, plain English manner.
                                                                                2. Collaborated with other team members on strategies that best serve our clients' interests and provide clients with 5-star service.
                                                                                3. Met with clients and provide legal advice and creative strategies.
                                                                                4. Provided family design session.
                                                                                5. Designed the estate planning.
                                                                                6. Prepared legal documents: petitions, answers, and motions.
                                                                                            Years of Experience
                                                                                            Experience
                                                                                            10+ Years
                                                                                            Experience Level
                                                                                            Level
                                                                                            Consultant
                                                                                            Education
                                                                                            Education
                                                                                            J.D.

                                                                                            Estate Planning Attorney Resume

                                                                                            Objective : As an Estate Planning Attorney, worked directly with our clients from the initial hand off meeting, after the client works with our sales department, all the way through the closing of the file, helped the clients accomplish their goals.

                                                                                            Skills : Sales, Administrative Staff.

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                                                                                            Description :

                                                                                            1. Managed administrative assistants, paralegals, and law clerks.
                                                                                            2. Responsible for administrative staff relating to client invoicing/billing records, setting up meetings with clients and completing tasks.
                                                                                            3. Conducted research and draft pleadings, briefs, and motions.
                                                                                            4. Identified client conflicts and determine case strategies with options for resolution.
                                                                                            5. Discussed plans with clients for distributing clients assets.
                                                                                            6. Drafted and filed wills, trusts, and powers of attorney.
                                                                                            7. Kept client files properly organized and up to date.
                                                                                                                  Years of Experience
                                                                                                                  Experience
                                                                                                                  0-2 Years
                                                                                                                  Experience Level
                                                                                                                  Level
                                                                                                                  Entry Level
                                                                                                                  Education
                                                                                                                  Education
                                                                                                                  J.D.

                                                                                                                  Estate Planning Attorney Resume

                                                                                                                  Summary : As an Estate Planning Attorney, worked directly with clients in designing and implementing a comprehensive estate planning strategy. Reviewed internally drafted estate planning documents for quality and accuracy. Managed a dynamic caseload.

                                                                                                                  Skills : Client Assistant, Planning.

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                                                                                                                  Description :

                                                                                                                  1. Represented clients in court proceedings as needed.
                                                                                                                  2. Assisted clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action.
                                                                                                                  3. Assumed full responsibility for the legal production pipeline, from intake to delivery of work to the client.
                                                                                                                  4. Communicated with them in an approachable, plain English manner.
                                                                                                                  5. Ensured all legal work is completed efficiently, accurately, and on-time.
                                                                                                                  6. Interpreted laws, rulings and regulations for individuals and businesses.
                                                                                                                  7. Coordinated with team members to manage workflow and client communications, and to meet deadlines.
                                                                                                                        Years of Experience
                                                                                                                        Experience
                                                                                                                        10+ Years
                                                                                                                        Experience Level
                                                                                                                        Level
                                                                                                                        Management
                                                                                                                        Education
                                                                                                                        Education
                                                                                                                        J.D.