Job Overview: We are currently seeking a talented and experienced estate planning attorney to join our team. The ideal candidate will have 3+ years of experience in estate planning, probate, and trust administration, including drafting wills, trusts, and other estate planning documents. This individual will work closely with clients to develop tailored estate planning strategies, ensure smooth administration of estates, and help clients achieve their financial and personal legacy goals.
Applicants must be licensed in Iowa and able to obtain licensure in South Dakota and Nebraska. While candidates with an established client base are encouraged to apply, a willingness to develop business and foster new client relationships is equally important. Halbach|Szwarc attorneys are licensed across South Dakota, Minnesota, Iowa, Nebraska, and Wyoming and serve clients across the U.S. and internationally.
Responsibilities:
Estate Planning: Draft wills, trusts, powers of attorney, and other estate planning documents tailored to meet clients' needs.
Probate & Trust Administration: Guide clients through the probate process and assist with trust administration, including filings, asset management, and distributions.
Client Counseling: Meet with clients to discuss their estate planning objectives, explain legal options, and provide clear and responsive communication throughout the process.
Tax & Asset Strategies: Advise clients on tax planning, charitable giving, business succession planning, and strategies to minimize estate and gift taxes.
Business Development: Contribute to the firm's growth through networking, fostering client relationships, and developing new business opportunities.
Collaboration: Work collaboratively with other attorneys, paralegals, and support staff in a hybrid/remote work environment.
Stay Informed: Keep current on changes in laws and court rulings that could affect client cases or litigation strategy.
Benefits:
Competitive salary commensurate with experience.
Unlimited PTO.
13 paid holidays.
100% firm paid health insurance.
100% firm paid vision insurance.
Monthly technology stipend with firm provided remote technology solutions.
Bonus eligibility based upon performance.
Competitive 401(k) and profit sharing.
Paid continuing education expenses.
Collaborative and positive work environment.
How to Apply: If you are a motivated, detailed oriented, and personable individual with a commitment to excellence and client service, we invite you to apply for the Estate Planning Associate Attorney position at Halbach|Szwarc Law Firm. Please submit your resume and a cover letter outlining your relevant experience to Alex Halbach at alexh@halbachlawfirm.com and Stefan Szwarc at stefans@halbachlawfirm.com.
Halbach|Szwarc Law Firm is an equal opportunity employer and values diversity in the workplace. We encourage all qualified individuals to apply.
Qualifications:
Juris Doctor (JD) degree from an accredited law school.
3+ years of experience in estate planning, probate, and trust administration.
Strong drafting skills and attention to detail in preparing estate planning documents.
Knowledge of estate and gift tax laws, as well as trust and probate administration procedures.
Self-starter with the ability to work independently, manage multiple matters, and meet deadlines effectively in a hybrid work environment.
Willingness to engage in business development activities and foster client relationships.
Halbach|Szwarc Law Firm is South Dakota and Iowa’s newest full-service law firm, built on a hybrid platform with physical offices in downtown Sioux Falls, SD, and downtown Sioux City, IA. We are committed to delivering exceptional legal services across the United States and beyond. Guided by our core values of responsiveness, quality, integrity, and professionalism, our experienced team of attorneys and paralegals provides comprehensive legal solutions across various practice areas as a hybrid team.
