Job Description

Pettis Webber Pacific P.S. | Vancouver, WA | Estate Planning & Elder Law Firm Hybrid Schedule Eligible After Onboarding Cover Letter Required Do you want to help clients plan for the second half of their lives? At Pettis Webber Pacific P.S., we specialize in estate planning and elder law, empowering clients to live with greater joy and freedom from fear as they age. Our work is deeply personal and purpose-driven, and we’re looking for an experienced Tax and Trust Planning Attorney to join us in leading it forward. This is a key position focused on the technical excellence, quality, and momentum of legal work. You’ll guide clients through strategic estate and tax planning, collaborate with a dedicated legal team, and ensure plans are built for both peace of mind and long-term success. If you enjoy nuanced planning, thrive in a collaborative environment, and are ready to take ownership of your work, you’ll be right at home here.   Why Join Pettis Webber Pacific P.S.? • Hybrid Flexibility: Work a hybrid schedule after onboarding and integration. • Mission-Driven Work: Help clients navigate aging and legacy planning with clarity and confidence. • Supportive Culture: Join a warm, committed team that values collaboration, transparency, and fun. • Professional Growth: Be part of a thriving niche in estate and elder law with opportunities to mentor and lead. • Real Impact: Your work will directly improve lives, strengthen families, and preserve legacies. How to Apply • Please do not call our office or visit in person to inquire regarding your application. • Check your inbox, spam, or junk folders regularly for messages regarding your application. Please apply with a cover letter and your resume and a short note sharing why this role excites you. Responsibilities: Client-Facing Planning • Lead clients through customized estate and tax planning strategies, including advanced trusts, gifting strategies, and wealth transfer techniques. • Prepare and review a wide range of estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, and tax-focused instruments. • Translate complex tax and legal concepts into clear, client-friendly guidance. Legal Oversight and Case Management • Oversee the legal quality and forward momentum of estate planning matters—ensuring technical accuracy, policy alignment, and timely progression. • Provide supervision and mentorship to associate attorneys and paralegals when appropriate. • Ensure all planning solutions are compliant with current federal and state tax laws, and proactively identify updates needed to client plans. Collaboration & Research • Work closely with the firm’s founders and legal team to maintain workflow efficiency and case excellence. • Conduct or oversee legal research in areas such as estate tax, gift tax, and asset preservation. • Contribute to the internal development of best practices and planning templates. Qualifications: What You Bring Credentials • J.D. from an ABA-accredited law school. • Active license to practice in Washington (required); Oregon licensure is a bonus. Skills & Strengths • Deep understanding of estate tax planning, and LLCs. • Excellent drafting, research, and communication skills. • High emotional intelligence, especially when supporting aging or grieving clients. • Tech-savvy and comfortable working in a modern, paper-lite environment. • Thoughtful, respectful, and grounded—you show up prepared, listen deeply, and act with integrity. Our Ideal Teammate You’re calm under pressure, think critically, and take pride in getting the details right. You know how to manage your time, your files, and your tone—and you’re just as happy mentoring others as you are digging into a complex trust plan. You’re not afraid to ask questions, take initiative, or step up where needed. And you’re looking for a team that does meaningful work without sacrificing its humanity. About Company: Our Firm's Mission: Empowering people to live with greater joy and freedom from fear as they ageOur Firm’s Vision: Bring more life to the world through estate planning and educationOur Firm’s core values: We value truth above all else. We believe vulnerability is power. Mistakes are lessons gifted to us for progress, and authenticity is gold. We always strive to do our best. We create, be, and see the beauty in everything

Job Tags

Work at office,

Similar Jobs