SWBC Professional Employer Services
Estate Planning Attorney
SWBC Professional Employer Services, New Braunfels, Texas, United States, 78130
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Estate Planning Attorney
role at
SWBC Professional Employer Services
2 days ago Be among the first 25 applicants
Talent Acquisition Manager @ SWBC Professional Employer Services About Us
We are a client-focused, planning-driven law firm that helps families protect their wealth, plan for the future, and leave meaningful legacies. Our work is centered around estate planning, trust administration, and asset protection strategies. We are growing and seeking an experienced attorney who shares our commitment to proactive, personalized legal service.
Position Overview
We are looking for a seasoned Estate Planning Attorney with at least 5 years of experience in designing and executing comprehensive estate plans including Revocable Living Trusts. The right candidate will be confident handling client relationships from consultation to completion and skilled in asset protection, tax planning, and advanced planning strategies.
This is a high-impact role where you will work directly with clients, collaborate with a supportive legal team, and play an integral part in shaping the future direction of the firm.
Key Responsibilities
Conduct thorough consultations to assess client goals, asset structures, and family dynamics
Draft and review tailored estate planning documents including Revocable Living Trusts, wills, powers of attorney, and advance healthcare directives
Develop and implement asset protection strategies, business succession plans, and tax-efficient wealth transfer solutions
Stay informed on changes in estate, tax, and elder law to provide forward-thinking counsel
Guide clients through complex legal concepts with clarity and care
Probate – we handle a fair amount of uncontested probate matters
Trust Administration
Advise successor trustees through post-death trust administration processes
Interpret legal documents, coordinate asset distributions, and ensure fiduciary compliance
Work closely with financial advisors, CPAs, and other professionals to achieve client objectives
Ensure all administrative steps are handled efficiently and accurately
Client Relationship Management – We strive to deliver a Wow experience to them
Build strong, ongoing relationships with clients through responsive and compassionate communication
Support educational efforts through occasional webinars or community seminars
Collaborate with client services and marketing teams to support firm growth initiatives
Partner with attorneys, support staff, and operations to deliver a seamless client experience
Mentor junior attorneys or legal team members as needed
Participate in improving internal processes and legal service delivery standards
Qualifications
Juris Doctor (JD) from an accredited law school
Active bar license in Texas
Minimum of 5 years of direct experience in estate planning and trust-based planning
Proficiency with advanced planning strategies, including asset protection and tax planning
Strong drafting, analytical, and interpersonal communication skills
Highly organized, with the ability to manage multiple projects simultaneously
A client-first attitude and a collaborative team spirit
Very high attention to detail
What We Offer
A role centered on planning and protection—not litigation
Competitive compensation and benefits including very generous paid time off
A collaborative and respectful team environment
Opportunities to grow your role and contribute to the firm’s strategic direction
Mission Statement: We Take Care of Families
Seniority Level Associate
Employment Type Full-time
Job Function Legal and Administrative
Industries Law Practice
Get notified about new Estate Planning Attorney jobs in
New Braunfels, TX .
New Braunfels, TX $50,000.00-$100,000.00 5 days ago
Schertz, TX $110,000.00-$170,000.00 3 days ago
Universal City, TX $110,000.00-$170,000.00 3 days ago
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Estate Planning Attorney
role at
SWBC Professional Employer Services
2 days ago Be among the first 25 applicants
Talent Acquisition Manager @ SWBC Professional Employer Services About Us
We are a client-focused, planning-driven law firm that helps families protect their wealth, plan for the future, and leave meaningful legacies. Our work is centered around estate planning, trust administration, and asset protection strategies. We are growing and seeking an experienced attorney who shares our commitment to proactive, personalized legal service.
Position Overview
We are looking for a seasoned Estate Planning Attorney with at least 5 years of experience in designing and executing comprehensive estate plans including Revocable Living Trusts. The right candidate will be confident handling client relationships from consultation to completion and skilled in asset protection, tax planning, and advanced planning strategies.
This is a high-impact role where you will work directly with clients, collaborate with a supportive legal team, and play an integral part in shaping the future direction of the firm.
Key Responsibilities
Conduct thorough consultations to assess client goals, asset structures, and family dynamics
Draft and review tailored estate planning documents including Revocable Living Trusts, wills, powers of attorney, and advance healthcare directives
Develop and implement asset protection strategies, business succession plans, and tax-efficient wealth transfer solutions
Stay informed on changes in estate, tax, and elder law to provide forward-thinking counsel
Guide clients through complex legal concepts with clarity and care
Probate – we handle a fair amount of uncontested probate matters
Trust Administration
Advise successor trustees through post-death trust administration processes
Interpret legal documents, coordinate asset distributions, and ensure fiduciary compliance
Work closely with financial advisors, CPAs, and other professionals to achieve client objectives
Ensure all administrative steps are handled efficiently and accurately
Client Relationship Management – We strive to deliver a Wow experience to them
Build strong, ongoing relationships with clients through responsive and compassionate communication
Support educational efforts through occasional webinars or community seminars
Collaborate with client services and marketing teams to support firm growth initiatives
Partner with attorneys, support staff, and operations to deliver a seamless client experience
Mentor junior attorneys or legal team members as needed
Participate in improving internal processes and legal service delivery standards
Qualifications
Juris Doctor (JD) from an accredited law school
Active bar license in Texas
Minimum of 5 years of direct experience in estate planning and trust-based planning
Proficiency with advanced planning strategies, including asset protection and tax planning
Strong drafting, analytical, and interpersonal communication skills
Highly organized, with the ability to manage multiple projects simultaneously
A client-first attitude and a collaborative team spirit
Very high attention to detail
What We Offer
A role centered on planning and protection—not litigation
Competitive compensation and benefits including very generous paid time off
A collaborative and respectful team environment
Opportunities to grow your role and contribute to the firm’s strategic direction
Mission Statement: We Take Care of Families
Seniority Level Associate
Employment Type Full-time
Job Function Legal and Administrative
Industries Law Practice
Get notified about new Estate Planning Attorney jobs in
New Braunfels, TX .
New Braunfels, TX $50,000.00-$100,000.00 5 days ago
Schertz, TX $110,000.00-$170,000.00 3 days ago
Universal City, TX $110,000.00-$170,000.00 3 days ago
#J-18808-Ljbffr