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Estate Planning Attorney - Dallas, TX

Cordell & Cordell

Dallas, TX · HybridFull-timePosted todayStill listed today

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At a glance

Compensation
No compensation found
Location
Dallas, TXHybrid
Schedule
Full-time
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Texas Law LicenseDoctorate

Job overview

Cordell & Cordell is seeking a full-time Estate Planning, Probate and Trust Administration attorney. The role includes client consultations, caseload management, drafting estate planning documents, probate court representation, and client reporting. Daily in-office presence is generally required, with some flexibility in schedule and daily location. The firm offers health, dental, vision, disability, retirement, and paid-time-off benefits.

Skills & qualifications

RequiredNice to have

Skills

Client ConsultationCaseload ManagementEstate PlanningProbateTrust AdministrationTechnical Software LearningTrust LitigationProbate LitigationGuardianship ApplicationsConservatorship ApplicationsHigh-Net-Worth PlanningTaxationMedicaid Asset Planning

Qualifications

Juris DoctorateTexas Law License5+ Years Attorney ExperienceTrust Officer ExperienceBook of Business

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Match
Paid Time Off

Full job description

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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