Estate Planning Attorney
The Agency · Sioux Falls, South Dakota, United States
FULL TIMEpermanent
Job Description
Estate Planning Attorney
Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.
A well-established and client-focused boutique estate planning law firm is seeking an Estate Planning Attorney to join its growing practice. The organization is known for its sophisticated estate planning counsel, personalized client service, and ability to make complex legal and financial concepts understandable. This opportunity offers hands-on mentoring, client interaction, business development, and a clear path toward partnership within a collaborative and supportive environment.
The Estate Planning Attorney will be responsible for developing and implementing customized estate plans while advising individuals, families, business owners, farmers, and high-net-worth clients on estate, tax, and business planning strategies.
Key Responsibilities:
Meet with individuals, families, business owners, farmers, and high-net-worth individuals to understand their goals and develop customized estate plansDraft wills, trusts, powers of attorney, business succession plans, and related estate planning documentsCollaborate with experienced attorneys on advanced estate, tax, and business planning strategiesDevelop and maintain trusted relationships with clients and professional referral partnersExplain complex legal and financial concepts in a clear, approachable, and understandable mannerAssist clients with strategies designed to facilitate wealth transfer, preserve family harmony, and minimize overall tax burdensDevelop and cultivate a personal book of business through relationships with clients and professional referral partnersParticipate in comprehensive on-the-job training and ongoing mentorship to develop advanced estate planning skillsWork toward established performance and revenue goals as part of a long-term path toward partnership
Required Qualifications:
1–4 years of legal experience; estate planning experience preferred but not requiredJ.D. from an accredited law schoolLicensed or eligible for admission to practice law in South Dakota, Iowa, and MinnesotaStrong interest in estate planning, tax strategy, and business planningEducational background or professional experience in accounting, taxation, finance, business, or a related field strongly preferredExcellent analytical, legal drafting, communication, and interpersonal skillsStrong attention to detail and outstanding organizational abilitiesCollaborative mindset and commitment to delivering exceptional client serviceAbility to build and maintain strong client and professional relationshipsDesire to build a long-term legal career with the goal of becoming a partner
This is an excellent opportunity for an early-career estate planning attorney seeking hands-on development, meaningful client relationships, business development opportunities, and a clear path toward partnership within a respected and growing boutique practice. For immediate consideration, please contact Kyle Meyer directly.
About The Agency Recruiting
The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success.
All career opportunities listed on The Agency Recruiting’s official website and official LinkedIn page are verified and deemed credible. xzbcwsv Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting.
Equal Employment Opportunity Statement
The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.
Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.
A well-established and client-focused boutique estate planning law firm is seeking an Estate Planning Attorney to join its growing practice. The organization is known for its sophisticated estate planning counsel, personalized client service, and ability to make complex legal and financial concepts understandable. This opportunity offers hands-on mentoring, client interaction, business development, and a clear path toward partnership within a collaborative and supportive environment.
The Estate Planning Attorney will be responsible for developing and implementing customized estate plans while advising individuals, families, business owners, farmers, and high-net-worth clients on estate, tax, and business planning strategies.
Key Responsibilities:
Meet with individuals, families, business owners, farmers, and high-net-worth individuals to understand their goals and develop customized estate plansDraft wills, trusts, powers of attorney, business succession plans, and related estate planning documentsCollaborate with experienced attorneys on advanced estate, tax, and business planning strategiesDevelop and maintain trusted relationships with clients and professional referral partnersExplain complex legal and financial concepts in a clear, approachable, and understandable mannerAssist clients with strategies designed to facilitate wealth transfer, preserve family harmony, and minimize overall tax burdensDevelop and cultivate a personal book of business through relationships with clients and professional referral partnersParticipate in comprehensive on-the-job training and ongoing mentorship to develop advanced estate planning skillsWork toward established performance and revenue goals as part of a long-term path toward partnership
Required Qualifications:
1–4 years of legal experience; estate planning experience preferred but not requiredJ.D. from an accredited law schoolLicensed or eligible for admission to practice law in South Dakota, Iowa, and MinnesotaStrong interest in estate planning, tax strategy, and business planningEducational background or professional experience in accounting, taxation, finance, business, or a related field strongly preferredExcellent analytical, legal drafting, communication, and interpersonal skillsStrong attention to detail and outstanding organizational abilitiesCollaborative mindset and commitment to delivering exceptional client serviceAbility to build and maintain strong client and professional relationshipsDesire to build a long-term legal career with the goal of becoming a partner
This is an excellent opportunity for an early-career estate planning attorney seeking hands-on development, meaningful client relationships, business development opportunities, and a clear path toward partnership within a respected and growing boutique practice. For immediate consideration, please contact Kyle Meyer directly.
About The Agency Recruiting
The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success.
All career opportunities listed on The Agency Recruiting’s official website and official LinkedIn page are verified and deemed credible. xzbcwsv Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting.
Equal Employment Opportunity Statement
The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.
Details
| Company | The Agency |
| Location | Sioux Falls, South Dakota, United States |
| Type | FULL TIME |
| Niche | general |
| Experience | permanent |