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Estate Planning Attorney

Investment Consulting Group of Birmingham Michigan
Birmingham, MI Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 6/8/2025

Career Opportunity : Estate Planning Attorney Partner

Join the Investment Consulting Group – A Leading Wealth Management Planning Firm

The Investment Consulting Group, a boutique and client-focused wealth management planning firm in downtown Birmingham, MI, is seeking an Estate Planning Attorney to partner with. This is a unique opportunity to collaborate with a team of top-tier financial advisors and wealth management professionals to deliver comprehensive solutions to individuals, families, and businesses.

About Us

At the Investment Consulting Group, we specialize in delivering tailored investment strategies and wealth planning services that align with our client’s financial goals and legacies. Our commitment to excellence and holistic planning has established us as a trusted partner in the wealth management space.

Role Overview

As our Estate Planning Attorney Partner , you will play a critical role in providing legal expertise and creating customized estate planning strategies for our clients. This role is ideal for an attorney with an understanding of trust and estate law who thrives in a collaborative, client-centered environment.

Key Responsibilities

  • Collaborate with our wealth management advisors to design and implement tailored estate planning solutions for clients.
  • Draft and review wills, trusts, powers of attorney, and other estate planning documents.
  • Provide counsel on estate tax planning, wealth transfer strategies, and asset protection.
  • Educate clients on the importance of integrating estate planning with their broader financial goals.
  • Stay current on federal and state estate and tax law changes to ensure compliance and optimal strategies for clients.
  • Build and nurture long-term relationships with clients, their families, and other professional advisors (CPAs, attorneys, etc.).

Qualifications

  • Juris Doctor (JD) degree and active state bar membership.
  • Experience in estate planning, tax law, or a related field.
  • Expertise in estate, gift, and trust taxation, as well as wealth transfer strategies.
  • Strong interpersonal and communication skills, with the ability to explain complex legal concepts to clients.
  • A collaborative mindset and a passion for helping clients protect and grow their wealth.

    • What We Offer

  • An established client base and a collaborative partnership with a reputable wealth management firm.
  • The opportunity to work alongside financial advisors to provide clients with an integrated, comprehensive wealth planning experience.
  • A professional and supportive team environment that values innovation, scaling business and client success.

    • Why Join Us?

    At the Investment Consulting Group, we believe in building meaningful legacies—for our clients and our team. By joining us, you will become an integral part of a firm that values collaboration, expertise, and personalized service. Together, we can make a lasting impact on the financial futures of our mutual clients.

    To learn more about this opportunity please reach out to Chris DeWolfe via LinkedIn Message, or email cdewolfe@theicg.com

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