Estate Planning Associate - Atlanta

Harrison LLP•Atlanta, GA

17h•$190,000 - $250,000

About The Position

Harrison LLP is a national law firm specializing in private wealth planning. The Firm’s services extend to the natural interplay among estate planning, tax controversies, business succession, matrimonial law, and related affinity practices. Founded in 2003, Harrison LLP focuses on providing sophisticated legal advice, exceptional client service, and innovative solutions. We are seeking a skilled and client-focused Associate with 4+ years of relevant experience in estate planning to join our Atlanta-based team. This role involves drafting estate planning documents, managing client matters independently, and delivering high-quality work in a timely manner. The ideal candidate will be comfortable working with minimal supervision and engaging directly with clients as part of a collaborative team.

Requirements

J.D. from an accredited law school.
Active Georgia Bar license in good standing.
4+ years of relevant experience in estate planning, and trust and estate administration (including related tax return preparation).
Solid understanding of trusts, estate planning documents, and federal gift and estate tax rules.
Proven ability to draft estate plans and trust documents independently.
Experience analyzing and summarizing complex trust instruments.
Ability to prepare gift and estate tax returns.
Strong written and verbal communication skills, including professional client correspondence.

Nice To Haves

Exposure to business succession planning and related estate planning documents.
Experience serving high-net-worth clients and managing sensitive family dynamics.
Ability to thrive in a busy, client-focused environment without extensive supervision.
Self-starter with excellent organizational and time management skills.
Confidence in client-facing roles and building trusted relationships.

Responsibilities

Draft estate planning documents, including revocable and irrevocable trusts, gift trusts, promissory notes, and related instruments.
Analyze and summarize existing trust documents, identifying key provisions and issues.
Assist with modifications to irrevocable trusts, including through the decanting process.
Prepare and file gift and estate tax returns, coordinating with paralegals as necessary.
Draft professional client correspondence and respond to client inquiries promptly and effectively.
Manage multiple client matters, ensuring timely and accurate delivery of work products.
Collaborate closely with senior attorneys and support staff to ensure smooth client service and matter management.
Participate in client meetings and serve as a trusted member of the client service team.