**MEMBERS ONLY**SIGN UP NOW*** is looking for an Associate Attorney to provide a full range of estate planning and trust administration services to our clients. The ideal candidate will have 3 – 5 years of experience with all aspects of estate planning and trust administration and be licensed attorney by the State Bar in Illinois.
H2: Main Job Duties and Responsibilities
• 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 such as 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 • All other projects as assigned
H2: Key Requirements and Competencies
• 3 – 5 years of experience with all aspects of estate planning and trust administration • Licensed attorney by State Bar in Illinois • State Bar Certified Specialist in Trust, Wills & Probate preferred • Knowledge of income, gift, and estate tax laws desired • Notary Public • Excellent written/verbal communication and organizational skills • Strong attention to detail and accuracy • Self-starter with efficient time management and organizational skills • Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines • Must have experience working with high net worth clients • Proficient in MS Word • Preferred WealthCounsel experience
**MEMBERS ONLY**SIGN UP NOW*** is seeking an experienced Associate Attorney to join their team. The ideal candidate will have 3-5 years of experience in estate planning and trust administration and be a licensed attorney by the State Bar in Illinois.
Job Duties and Responsibilities:
• Meet with prospective clients to gather information and make planning recommendations • Review the current plan with existing clients and review possible changes or upgrades • Review and draft legal documents such as estate plans, trusts, powers of attorney, and other estate planning documents • Keep detailed client notes of all meetings and phone calls in the current client platform • All other projects as assigned
Key Requirements and Competencies:
• 3 – 5 years of experience with all aspects of estate planning and trust administration • Licensed attorney by State Bar in Illinois • State Bar Certified Specialist in Trust, Wills & Probate preferred • Knowledge of income, gift, and estate tax laws desired • Notary Public • Excellent written/verbal communication and organizational skills • Strong attention to detail and accuracy • Self-starter with efficient time management and organizational skills • Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines • Must have experience working with high net worth clients • Proficient in MS Word • Preferred WealthCounsel experience
**MEMBERS ONLY**SIGN UP NOW*** is looking for an experienced Associate Attorney to join their team. The successful candidate will have 3-5 years of experience in estate planning and trust administration and be a licensed attorney by the State Bar in Illinois.
The Associate Attorney will be responsible for providing a full range of estate planning and trust administration services to clients. Main duties and responsibilities will include:
• Meeting with prospective clients for first consultations and gathering all necessary information to make planning recommendations • Reviewing the current plan with existing clients and reviewing possible changes or upgrades to the current estate plan • Reviewing and drafting legal documents such as estate plans, trusts, powers of attorney, and other estate planning documents • Keeping detailed client notes of all meetings and phone calls in the current client platform • All other projects as assigned
The successful candidate must have 3-5 years of experience with all aspects of estate planning and trust administration and must be a licensed attorney by the State Bar in Illinois. Additional requirements include:
• State Bar Certified Specialist in Trust, Wills & Probate preferred • Knowledge of income, gift, and estate tax laws desired • Notary Public • Excellent written/verbal communication and organizational skills • Strong attention to detail and accuracy • Self-starter with efficient time management and organizational skills • Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines • Must have experience working with high net worth clients • Proficient in MS Word • Preferred WealthCounsel experience
