Cordellcordell

Estate Planning Attorney - Dallas, TX

Dallas, TX. Posted 24 days ago

The role

This attorney will perform initial consultations and manage caseloads. You will draft estate planning documents and represent clients in probate court.

What you will do

  • Perform initial consultations with clients
  • Perform subsequent management of caseload generated by consultations
  • Draft estate planning documents for wide net worth variance of clients
  • Represent clients in cases filed in probate court in various Missouri jurisdictions
  • Provide superior representation to all clients including monthly status reports and weekly reviews of files

Required qualifications

  • Juris Doctorate from an accredited university
  • Licensed to practice law in Texas
  • 5+ years of experience as a practicing attorney; experience as a trust officer may be considered
  • Experience drafting estate planning documents, probate, trust administration
  • Ability to quickly learn new technical programs and software

Nice to have

  • Experience with trust and probate litigation
  • Experience representing clients for guardianship and conservatorship applications
  • Experience planning for high or ultra-high net worth clients and general taxation experience / knowledge
  • Experience with Medicaid asset planning
  • Existing book of business to bring with them

Benefits

  • 100% Employer paid health premiums
  • Incentives for wellness program participation
  • Employer paid dental premiums
  • Employer paid Life, LTD & STD premiums
  • Medical Plans including HDHP, PPO, HSA and FSA
  • Dental, Vision, Life and AD&D, Long-Term Disability, and Short-Term Disability Insurance
  • 401(k) Savings with Employer Matching
  • Paid time off

About the company

Cordell & Cordell is a large national firm focused on family law. They aim to make a meaningful impact by helping families navigate challenging and pivotal times.

Estate Planning Attorney - Dallas, TX at Cordellcordell | JobZoey