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Trust And Estate Planning Attorney

Full-time 43 views

Law Firm

Draper, UT, United States

Trust And Estate Planning Attorney

Attorney

Full-time

No

Trust and Estate Planning Attorney
Responsibilities: Competent in drafting and implementing estate planning documents, including wills, trusts and related documents. Advise on trust and estate administration, including competency in tax compliance obligations for individuals, estates, and trusts. Utilizes tax law knowledge to help clients devise ways to reduce taxes or fees that may be imposed on an estate. Responsible to maintain wealth management relationships by integrating fiduciary knowledge, financial planning, business development, and investment knowledge. Help identify opportunities with existing clients and new prospects.

Qualifications: Strong work ethic, attention to detail, the desire to assist clients with professional communication and solid work product. Knowledge of probate proceedings for trust and estate administration, guardianships, conservatorships, and related matters. Including initiating and managing probate or administrative proceedings, appointments or resignations of fiduciaries, disclaimers, inventory, and claims against estates. Strong legal research and writing skills are a must. Desire to participate in client interaction, ongoing client relationship management.

Legal

Apr 17, 2023
Jan 02, 2023
Sep 19, 2021
Company info

Hiring Coordinator
Messner Reeves LLP
13894 South Bangerter Parkway
Suite 200
Draper, UT 84020


Job Feedback

Law Firm

Attorney

USD
120000 to 150000
Annually

Full-time

Legal

Jan 02, 2023

Apr 17, 2023

Sep 19, 2021

Profile

Trust and Estate Planning Attorney
Responsibilities: Competent in drafting and implementing estate planning documents, including wills, trusts and related documents. Advise on trust and estate administration, including competency in tax compliance obligations for individuals, estates, and trusts. Utilizes tax law knowledge to help clients devise ways to reduce taxes or fees that may be imposed on an estate. Responsible to maintain wealth management relationships by integrating fiduciary knowledge, financial planning, business development, and investment knowledge. Help identify opportunities with existing clients and new prospects.

Qualifications: Strong work ethic, attention to detail, the desire to assist clients with professional communication and solid work product. Knowledge of probate proceedings for trust and estate administration, guardianships, conservatorships, and related matters. Including initiating and managing probate or administrative proceedings, appointments or resignations of fiduciaries, disclaimers, inventory, and claims against estates. Strong legal research and writing skills are a must. Desire to participate in client interaction, ongoing client relationship management.

Min Salary/Max Salary
USD 120000 to 150000 Annually
Company info

Hiring Coordinator
Messner Reeves LLP
13894 South Bangerter Parkway
Suite 200
Draper, UT 84020

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