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Estate Planning Attorney - Dallas, TX

Dallas, TXOnsiteFull TimePosted 18 days ago

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Required skills

  • Juris Doctorate
  • Texas Bar
  • practicing attorney
  • trust officer
  • estate planning documents
  • probate
  • trust administration
  • technical programs

Nice to have

  • trust and probate litigation
  • guardianship
  • conservatorship
  • high net worth
  • ultra-high net worth
  • taxation

Role summary

Cordell & Cordell is seeking an experienced Estate Planning Attorney in Dallas, TX. This full-time role involves client consultations, drafting estate planning documents for diverse net worth clients, and representing clients in probate court. The ideal candidate must be licensed to practice law in Texas with at least 5 years of experience in estate planning, probate, and trust administration. Experience with high net worth clients, taxation, Medicaid asset planning, and litigation is preferred. The position requires daily in-office presence for client meetings and document signings.

Cordell & Cordell has the benefits you'd expect from a large national firm. We offer competitive compensation, exceptional health care benefits, and prioritize work-life balance to ensure the well-being and productivity of our employees. Our focus on family law allows us to make a meaningful impact by helping families navigate challenging and pivotal times in their lives.

Estate Planning Attorney

Cordell & Cordell is seeking an experienced full-time Estate Planning, Probate and Trust Administration attorney.

Job Highlight: At Cordell & Cordell, we recruit the top talent and invest in our people to make this a destination career and provide a workplace where you can grow. Some flexibility in schedule and daily location is available; daily in-office presence is generally required because of regular client consults and document signings.

Job Description: Your role of Attorney would include the following:

  • Perform initial consultations with clients and perform subsequent management of caseload generated by same.
  • 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 Experience:

  • 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.
  • Preferred Experience

  • 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.
  • Cordell & Cordell provides exceptional benefits and a great working environment including:

  • 100% Employer paid health premiums and incentives for wellness program participation
  • Employer paid dental premiums
  • Employer paid Life, LTD & STD premiums.
  • Cordell & Cordell provides exceptional benefits and a great working environment including:We also offer our full-time employees the following benefits:
  • 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
  • Participate in our Wellness Program and potentially earn Employer Paid health premiums!
  • For more information: https://cordellcordell.com/about/careers/benefits/
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