Closed listing
Estate Planning Attorney
- Vancouver, BC, Canada
$130,000 to $160,000 CAD / year · Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Pay
- $130,000 to $160,000 CAD / year
- Job type
- Full-time
- Closing date
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Your Role
- Lead Sessions for business owners, professionals, and families with sophisticated planning needs.
- Advise clients on Wills, Powers of Attorney, Representation Agreements, corporate Wills, trusts, beneficiary designations, and related estate planning strategies.
- Recommend appropriate legal solutions, define the scope of work, discuss fees, and confidently guide clients through the engagement process.
- Collaborate with accountants, financial advisors, and our corporate law team while remaining the client's primary trusted advisor.
- Build and maintain strong referral relationships with accountants, wealth advisors, insurance professionals, and other trusted partners.
- Oversee each matter through signing and implementation, supported by dedicated paralegal and administrative staff.
- Develop long-term client relationships that extend well beyond the initial estate plan.
- Active membership in good standing with the Law Society of British Columbia, with no practice restrictions.
- Minimum three years of experience practicing primarily in estate planning.
- Demonstrated experience leading client meetings, developing estate planning strategies, discussing fees, and retaining clients.
- Confidence leading complex conversations, making recommendations, and helping clients make informed decisions.
- Sound judgment to recognize matters outside the scope of estate planning and coordinate referrals to our corporate lawyers or external specialists.
- Ability to work from Vancouver on a hybrid basis, with availability to start within approximately 30-45 days.
- STEP designation (TEP) or active enrolment in the STEP program.
- Experience with corporate Wills, alter ego trusts, joint partner trusts, and family trusts.
- Existing relationships with accountants, wealth managers, insurance advisors, or other professional referral sources.
- Experience with cross-border or U.S.-connected estate planning matters.
More about this job
Responsibilities
Lead client meetings and advise business owners, professionals, and families on estate planning strategies, including wills, powers of attorney, trusts, and beneficiary designations. Recommend and scope legal services, discuss fees, manage matters through signing and implementation, and build lasting client and referral relationships while coordinating with internal and external professionals.
Requirements
Applicants must be in good standing with the Law Society of British Columbia without practice restrictions and have at least three years of primarily estate planning experience. They must be confident leading client meetings, developing strategies, discussing fees, retaining clients, and recognizing when to refer matters outside the estate planning scope; hybrid work in Vancouver and availability to start within approximately 30–45 days are also required.
Skills
- Estate Planning
- Client Counseling
- Wills
- Powers Of Attorney
- Representation Agreements
- Trusts
- Beneficiary Designations
- Legal Strategy
- Fee Discussions
- Referral Relationship Development
- Matter Management
- Cross-Functional Collaboration
- Professional Judgment
- Corporate Wills
- Cross-Border Estate Planning
Visa sponsorship
Not detected in the job text
Categories
- Legal
- Management & Leadership
- Customer Service & Support
Keywords
- Estate Planning
- Wills
- Powers Of Attorney
- Representation Agreements
- Corporate Wills
- Trusts
- Alter Ego Trusts
- Joint Partner Trusts
- Family Trusts
- Beneficiary Designations
- Client Meetings
- Legal Advice
- Estate Planning Strategies
- Fee Discussions
- Client Retention
- Matter Management
- Referral Relationships
- Law Society Of British Columbia
- STEP
- TEP
- Cross-Border Estate Planning
- U.S.-Connected Estate Planning
- Corporate Law
- Accountants
- Wealth Advisors
- Insurance Professionals
- Paralegal Support