Estate Planning Attorney

W3Global Inc - 10 Jobs

Vancouver, BC

Closed

This position has been closed and is no longer accepting applicants.

Job Details:

Remote

Full-time

Experienced

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.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We're proud of the investments we've made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization's staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, temporary positions and remote jobs for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company's unique needs.

As a W3Global client, you'll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company DescriptionW3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.We're proud of the investments we've made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.Our ServicesW3Global understands the natural ups and downs of an organization's staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.We specialize in placing permanent, direct, contract, temporary positions and remote jobs for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.Our ExpertiseW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company's unique needs.As a W3Global client, you'll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

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Frequently Asked Questions

What type of attorney is this role looking for and where is it located?

This is a full-time Estate Planning Attorney role based in Vancouver, BC, focusing on leading client sessions and advising on wills, powers of attorney, trusts, and related planning strategies.

What responsibilities will I have in this estate planning role?

You will lead sessions for clients with sophisticated planning needs, advise on estate planning documents, define scope and fees, guide engagements, collaborate with partners, and oversee matters through signing with support from staff.

What qualifications are required for this position?

Active membership in good standing with the Law Society of British Columbia, a minimum of three years’ estate planning experience, and demonstrated ability to lead client meetings and develop planning strategies.

Is there flexibility in where I work and the start date?

Yes, this role supports a hybrid work arrangement in Vancouver, with an expected start within approximately 30–45 days.

Will I be working with other professionals or teams?

You will collaborate with accountants, financial advisors, and the corporate law team while remaining the client's primary trusted advisor.

What additional qualifications would be beneficial for this role?

Nice-to-have items include STEP designation (TEP) or current STEP enrollment, experience with corporate and various trusts, and existing referral relationships with accountants or wealth managers.