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Estate Planning Associate Attorney

Full-time 56 views

Recruiter

Mount Prospect, IL, United States

Estate Planning Associate Attorney

Attorney

BCG Attorney Search

Company Review

2-7 yrs required

Full-time

No

Mount Prospect office of a BCG Attorney Search Top Ranked Law Firm seeks associate attorney with 3-5 years of experience with all aspects of estate planning and trust administration. The candidate will provide a full range of estate planning and trust administration services to the clients. Will meet with prospective clients for first consultations and gather all necessary information to make planning recommendations. Review the current plan with existing clients and review possible changes or upgrades to the current estate plan. Review and draft legal documents on behalf of clients: estate plans, including wills; revocable and irrevocable trusts; powers of attorney, and other estate planning documents. Keep detailed client notes of all meetings and phone calls in the current client platform. Perform all other projects as assigned. Must be licensed attorney by State Bar in Illinois. Must preferably have State Bar Certified Specialist in Trust, Wills and Probate. Knowledge of income, gift, and estate tax laws desired. Must have experience working with high net worth clients. Should be proficient in MS Word. Wealth Counsel experience preferred.

Legal

Jan 09, 2024

Job Feedback

Recruiter

Attorney

2-7 yrs required

Full-time

Legal

Jan 09, 2024

Profile

Mount Prospect office of a BCG Attorney Search Top Ranked Law Firm seeks associate attorney with 3-5 years of experience with all aspects of estate planning and trust administration. The candidate will provide a full range of estate planning and trust administration services to the clients. Will meet with prospective clients for first consultations and gather all necessary information to make planning recommendations. Review the current plan with existing clients and review possible changes or upgrades to the current estate plan. Review and draft legal documents on behalf of clients: estate plans, including wills; revocable and irrevocable trusts; powers of attorney, and other estate planning documents. Keep detailed client notes of all meetings and phone calls in the current client platform. Perform all other projects as assigned. Must be licensed attorney by State Bar in Illinois. Must preferably have State Bar Certified Specialist in Trust, Wills and Probate. Knowledge of income, gift, and estate tax laws desired. Must have experience working with high net worth clients. Should be proficient in MS Word. Wealth Counsel experience preferred.

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