What are the responsibilities and job description for the Experienced Estate Planning & Probate Attorney position at SWBC PEO?
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We’re looking for an experienced Estate Planning & Probate Attorney (3–4 years) who is as skilled in people as they are in the law. Someone who can confidently guide clients through emotional conversations, gain their trust, and deliver with kindness and precision. Someone who is not timid in court, yet never a “know-it-all.” Someone who owns their work, consistently meets deadlines with ease, and thrives in a team environment.
Is this you?
- You love Estate Planning and Probate and are energized by helping clients make decisions.
- You bring empathy, emotional intelligence, and professionalism into every client interaction.
- You are a natural at building trust — people feel safe and confident buying estate plans from you.
- You are an comfortable being the expert without being overbearing or pretentious.
- You enjoy collaboration but are fully accountable for your own caseload.
- You’re steady under pressure and confident in the courtroom.
- You’re hungry to keep learning and improving your craft.
What You’ll Do
- Represent clients in Estate Planning, Probate, and related legal matters.
- Confidently manage your caseload with minimal supervision.
- Draft, review, and edit legal documents.
- Communicate with clients, attorneys, court staff, and paralegals with clarity and respect.
- Nurture strong client relationships and consistently generate new business opportunities for the firm.
- Participate in firmwide growth through mentoring, lunch-and-learns, and community engagement.
- Attend networking and marketing events (some evenings/weekends).
Requirements
- Minimum 3–4 years of experience in Estate Planning and Probate.
- Certification (or ability to obtain) to represent clients in Guardianship matters.
- Board Certified, on track for Board Certification, or advanced degree (LLM) preferred.
- Comfortable with technology, case management software, and working within firmwide goals/metrics.
Desired Qualities
- Excellent verbal & written communication
- Warm, approachable personality
- Strong organizational skills & time management
- Self-starter, consistent finisher
- Team player who collaborates across roles
- High integrity, discretion, and professionalism
- Confident advocate in and out of court
- Business-development minded (comfortable selling Estate Plans with sincerity)
Benefits
- 401(k) with 3% match
- Health Insurance (50% of coverage for employee)
- Employee Life Insurance
- Paid Time Off
- Continuing Education Budget
- Professional Coaching Opportunities
- Licensing Fees Paid By Firm
Your application must include a Resume and Cover Letter to be considered.
Salary : $85,000 - $120,000