Estate Planning Attorney
W3Global
We're looking for an experienced estate planning lawyer who enjoys working directly with clients, leading important conversations, and helping families make confident decisions about their future.
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.
Your Contribution
- 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.
Nice to Have
- 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.
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