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Estate Planning Attorney

Aprio· Aprio Legal
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Hybrid (Multiple locations (see description)), Hybrid (Multiple locations)$150k - $175kFull-timePosted 4mo ago

About the role

Estate Planning Attorney position with Aprio Legal, a Top 20 CPA and advisory firm, offering hybrid full-time work across multiple U.S. locations. Responsibilities cover advising on estate planning, drafting documents, client consultations, managing complex estates, collaboration with professionals, and staying current on laws.

Responsibilities

  • Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies.
  • Draft, review, and revise estate planning documents tailored to individual client needs.
  • Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations.
  • Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning.
  • Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans.
  • Stay current with federal and state laws impacting estate planning, probate, and tax matters.
  • Represent clients in probate court and in the administration of trusts and estates as needed.
  • Foster trust and rapport with clients through clear communication, confidentiality, and responsive service.

Qualifications

  • Juris Doctor (JD) degree from an accredited law school.
  • Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs.
  • At least five years of dedicated experience in estate planning, with direct client interaction.
  • Demonstrated expertise in drafting and implementing estate planning documents.
  • Strong understanding of estate, gift, and generation-skipping transfer tax laws.
  • Excellent communication, negotiation, and problem-solving skills.
  • Ability to handle sensitive matters with discretion and empathy.
  • Proficiency with legal research and practice management software.
  • Established book of business or client relationships that the candidate can bring with them to the firm is required.
  • Demonstrated ability to retain and grow client relationships, with a proven track record of generating and expanding business.

Skills

Required:Estate planning draftingClient consultationTax knowledge (estate, gift, generation-skipping transfer)Communication and negotiationLegal research software

Benefits

  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Aprio

Grow with Aprio

Aprio is the business advisory, tax, and accounting firm for innovators, business leaders, and entrepreneurs. Get the guidance, technology, and resources you need to compete, scale, and meet what's next with confidence.

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