Estate Planning/Probate Attorney
Jobot, Columbia, SC, United States
Job Details
SC boutique real estate and estate planning firm
Salary: $95,000 - $150,000 per year
Responsibilities
Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments
Advise clients on estate, gift, generation‑skipping transfer (GST), and income tax planning strategies
Design and implement wealth transfer plans for high‑net‑worth individuals and families
Handle estate and trust administration matters, including probate proceedings and fiduciary guidance
Collaborate with attorneys in corporate, real estate, and tax practices on integrated planning matters
Communicate directly with clients, financial advisors, accountants, and other professionals
Stay current on changes in estate planning, tax laws, and regulatory developments
Contribute to business development, client retention, and firm marketing efforts as appropriate
Qualifications
Juris Doctor (J.D.) from an accredited law school
Active license and good standing with the [State] Bar
4+ years of experience in estate planning and trust administration
Strong knowledge of federal and state estate, gift, and income tax laws
Experience working with high‑net‑worth clients preferred
Excellent drafting, analytical, and communication skills
Ability to manage multiple matters independently while working collaboratively in a team environment
Preferred Experience
LL.M. in Taxation
Experience with advanced planning techniques (e.g., GRATs, SLATs, ILITs, charitable planning)
Exposure to business succession planning
Prior experience in a multi‑practice or full‑service law firm
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI‑generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
#J-18808-Ljbffr
SC boutique real estate and estate planning firm
Salary: $95,000 - $150,000 per year
Responsibilities
Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments
Advise clients on estate, gift, generation‑skipping transfer (GST), and income tax planning strategies
Design and implement wealth transfer plans for high‑net‑worth individuals and families
Handle estate and trust administration matters, including probate proceedings and fiduciary guidance
Collaborate with attorneys in corporate, real estate, and tax practices on integrated planning matters
Communicate directly with clients, financial advisors, accountants, and other professionals
Stay current on changes in estate planning, tax laws, and regulatory developments
Contribute to business development, client retention, and firm marketing efforts as appropriate
Qualifications
Juris Doctor (J.D.) from an accredited law school
Active license and good standing with the [State] Bar
4+ years of experience in estate planning and trust administration
Strong knowledge of federal and state estate, gift, and income tax laws
Experience working with high‑net‑worth clients preferred
Excellent drafting, analytical, and communication skills
Ability to manage multiple matters independently while working collaboratively in a team environment
Preferred Experience
LL.M. in Taxation
Experience with advanced planning techniques (e.g., GRATs, SLATs, ILITs, charitable planning)
Exposure to business succession planning
Prior experience in a multi‑practice or full‑service law firm
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI‑generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
#J-18808-Ljbffr