Estate & Business Planning Attorney

Job Description

Job Description

Benefits :

401(k)

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Training & development

Job Title : Estate & Business Planning Attorney

Location : Omaha, NE

Firm : Legacy Design Strategies

Position Type : Full-time, Salaried + Commission and Bonus Opportunities

About Us

Legacy Design Strategies (LDS) is a premier estate planning law firm dedicated to helping families and business owners protect what matters most. We combine deep legal expertise with a personal, client-first approach to providing estate planning solutions that safeguard assets, minimize tax exposure, and ensure peace of mind.

We are seeking an Estate & Business Planning Attorney who thrives in both client representation and business development. This role is ideal for an attorney who enjoys being out in the community, meeting clients where they are, and helping grow the firms presence across the Omaha metro and surrounding areas.

Responsibilities

Legal Services :

• Guide clients through estate planning options, including wills, trusts, powers of attorney, and business succession planning.
• Draft, review, and update estate planning documents to reflect clients needs and changes in the law.
• Provide counsel on tax-efficient strategies for asset distribution and generational wealth transfer.
• Support trust administration and probate matters.
• Collaborate with financial advisors, insurance professionals, accountants, and other partners to deliver holistic, client-focused solutions.

Business Development & Client Engagement :

• Travel to client locations (homes, offices, or businesses) to conduct consultations and build stronger client relationships.
• Actively participate in networking events, professional associations, and community organizations to expand LDSs presence and generate new business.
• Represent the firm at client education seminars, workshops, and community eventsboth as a presenter and a relationship builder.
• Identify and cultivate referral partnerships with financial, tax, and insurance professionals to drive new client opportunities.
• Partner with the firms marketing team to develop educational content (blogs, videos, presentations, social media) that positions LDS as a thought leader in estate planning.
• Consistently meet and exceed targeted revenue and client growth goals through proactive relationship-building and business development strategies.

Team Collaboration :

• Work closely with paralegals, legal assistants, and firm leadership to ensure client matters move efficiently and effectively.
• Provide feedback and ideas to strengthen firm marketing and outreach initiatives.
• Follow firm procedures to deliver consistent, high-quality client experience.

Qualifications

• Juris Doctor (JD) from an accredited law school.
• Licensed to practice law in Nebraska (or actively pursuing admission).
• 15 years experience in estate planning or related practice area preferred.
• Demonstrated ability to build trust and explain complex concepts in a clear, approachable manner.
• Proven success in public speaking, client education, or community engagement.
• Highly motivated self-starter with strong organizational and time management skills.
• Strategic thinker passionate about estate and business planning, with an entrepreneurial drive for business growth.
• Ability and willingness to travel regularly within Omaha and surrounding communities for client meetings and events.

Why Join LDS?

• Grow your career at the intersection of law, client service, and business development.
• Make a meaningful impact on families, business owners, and the community.
• Work alongside a supportive, growth-focused team of professionals.
• Access ongoing training and development to expand both legal expertise and business development skills.
• Play a direct role in shaping the growth and success of a leading estate planning firm.

What We Offer :

• Competitive salary plus commission and bonus opportunities.
• 401(k) with immediate vesting and employer match.
• Monthly health insurance reimbursement through an Individual Coverage Health Reimbursement Arrangement (ICHRA).
• Paid time off (PTO) and firm holidays.
• Professional expense reimbursement (bar dues, CLE, and related travel).
• Collaborative, supportive office environment focused on excellence and growth.

How to Apply :

Please submit your resume, a cover letter outlining your interest and relevant experience, and a list of references to upon request. Applications will be reviewed on a rolling basis until the position is filled.