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Estate Planning Attorney

Estate Planning Attorney

McKean Smith LLCPortland, OR, US
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Job Description

Job Description

McKean Smith is seeking a skilled and client-focused Estate Planning Attorney to join our team. The ideal candidate will have 3–5 years of experience handling a broad range of estate planning matters, including drafting wills and trusts, administering estates, and advising clients on tax-efficient strategies. This role requires a strong understanding of estate, gift, and generation-skipping transfer tax laws, as well as exceptional interpersonal skills to build lasting client relationships.

Key Responsibilities :

Advise clients on all aspects of estate planning, including wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives

Draft comprehensive estate planning documents tailored to client needs and objectives

Conduct client consultations and collaborate on strategy for tax minimization, asset protection, and business succession

Handle trust and estate administration, including probate proceedings, trust funding, and related filings

Stay current on changes to federal and state estate, gift, and inheritance tax laws

Coordinate with financial advisors, accountants, and other professionals to implement planning strategies

Support clients with lifetime gifting strategies and charitable planning

Handle guardianship and conservatorship matters as needed

Qualifications :

Juris Doctor (JD) from an accredited law school

Active bar membership in Oregon and / or Washington

Minimum of 3–5 years of relevant experience in estate planning and estate administration

Strong drafting and analytical skills with attention to detail

Knowledge of federal and state tax laws related to estates and trusts

Excellent client communication and relationship-building abilities

Ability to manage multiple client matters independently and efficiently

LL.M. in Taxation or CFP designation is a plus, but not required

Compensation & Benefits :

Competitive salary based on experience

Health, dental, and vision insurance

Retirement plan with employer contribution

Paid time off and flexible scheduling

Continuing legal education (CLE) support

Collaborative and supportive work environment

PHYSICAL DEMANDS AND WORK ENVIRONMENT :

  • Frequently required to stand
  • Frequently required to walk
  • Frequently required to sit
  • Continually required to utilize hand and finger dexterity
  • Continually required to talk or hear
  • Continually utilize visual acuity to operate equipment, read technical information, and / or use a keyboard
  • Occasionally required to lift / push / carry items up to 50 pounds
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