Estate Planning and Probate Attorney (Washington-State licensed; Hybrid) jobs in United States
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Latitude Legal · 2 hours ago

Estate Planning and Probate Attorney (Washington-State licensed; Hybrid)

Latitude Legal is partnering with a highly regarded boutique tax and estate planning law firm in the Seattle area to identify an experienced Estate Planning & Probate Attorney. The role involves providing comprehensive legal counsel on estate planning, probate, and trust administration matters while collaborating with partners and clients to deliver high-quality legal services.

ConsultingLegalProfessional Services

Responsibilities

Provide comprehensive legal counsel on estate planning, probate, and trust administration matters, including related tax considerations
Draft, review, and advise on wills, trusts, powers of attorney, advance directives, and related estate planning documents
Consult directly with clients to understand their personal, financial, and family circumstances and develop thoughtful, strategic estate plans tailored to their goals
Guide clients through probate and trust administration processes, including preparing and filing court petitions, inventories, and managing distributions
Represent clients effectively in probate court hearings and related proceedings, as needed
Educate clients on estate planning options related to retirement planning, charitable giving, insurance, and wealth transfer strategies
Collaborate closely with paralegals, senior partners, and other team members to manage workflow, client communications, and deadlines
Coordinate with financial advisors, accountants, and other professionals to deliver integrated estate and tax planning solutions
Utilize sophisticated estate planning document preparation software (experience with WealthCounsel is a plus)
Stay current on developments in estate planning, probate, trust, and related tax law

Qualification

Estate planningProbate administrationTrust administrationTax implicationsJuris Doctor (JD)Washington State licenseLegal software proficiencyCommunication skillsOrganizational skillsProblem-solving skillsTeam collaborationAttention to detail

Required

Juris Doctor (JD) from an ABA-accredited law school
Active license to practice law in Washington State, in good standing with the Washington State Bar
3–5+ years of experience providing estate planning, probate, and trust administration services
Strong understanding of estate planning concepts, including tax implications
Excellent written, verbal, and interpersonal communication skills, including the ability to communicate effectively in emotionally sensitive or high-stress situations
Ability to manage a diverse caseload, meet deadlines, and balance legal rigor with practical, business-minded solutions
Strong organizational skills, attention to detail, and professional judgment
Proficiency with technology and legal software tools
Naturally curious, analytical, and detail-oriented with strong problem-solving skills and sound judgment
Able to work both independently and collaboratively in a fast-paced environment
Creative and thoughtful in developing value-added solutions for clients
Dependable, accountable, flexible, and open to professional challenges

Preferred

Tax experience or CPA background preferred but not mandatory
Familiarity with real estate-related matters, including title insurance, property issues, and related litigation preferred but not mandatory

Company

Latitude Legal

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Latitude is a legal services company that provides employing, in-house counseling, and law attorneys.

Funding

Current Stage
Growth Stage

Leadership Team

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Ross Booher
Chief Executive Officer
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Cabot Hyde
Chief Operating Officer
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Company data provided by crunchbase