Job Title:
Estate Planning Attorney
Job Overview:
A law firm based in Rochester, MN, is seeking a detail-focused Estate Planning Attorney to join its established legal practice. This role involves working directly with individuals, families, and business owners to create and manage comprehensive estate and succession strategies. The position requires a deep understanding of probate and trust administration, strong client-facing communication skills, and the ability to guide clients through emotionally sensitive legal decisions. The attorney will also engage in tax planning, document preparation, and administrative oversight in a dynamic, client-centric environment.
Duties:
Draft and finalize estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and related agreements
Conduct estate tax planning, including credit shelter trust funding, disclaimers, and tax minimization strategies
Prepare and submit federal and state gift and estate tax filings (Forms 706, 709, M706, M706Q)
Guide clients through probate and non-probate estate administration processes
Counsel farmers and business owners on legacy and succession planning
Represent clients in probate court and related legal proceedings
Collaborate with legal staff, including paralegals, clerks, and administrative team members, to ensure timely and accurate case handling
Maintain orderly client records and ensure timely updates to case files
Educate clients on retirement planning, charitable giving, life insurance structuring, and legacy options
Analyze client needs and recommend legal solutions that align with long-term goals
Requirements:
At least 5 years of experience in estate planning and estate administration
Prior experience handling probate, wills, trusts, and real estate elements of estate plans
Licensed and in good standing to practice law in Minnesota
Demonstrated experience in working with clients during emotionally complex situations
Familiarity with family-owned business planning and rural estate concerns is an asset
Education:
Juris Doctor (JD) from an accredited law school
Undergraduate degree, preferably in business, finance, or related fields
Certifications:
Skills:
Outstanding written and verbal communication skills
Strong interpersonal skills, especially in high-stakes or emotionally sensitive contexts
Advanced organizational abilities and attention to detail
Sound knowledge of state and federal estate tax regulations
Capable of managing multiple priorities and deadlines effectively
Proficient in legal research tools and estate planning software
Job Location:
