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Trusts & Estates Partner

Trusts & Estates Partner

JobotChicago, IL, US
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NEW Trusts & Estates Partner-portable book of business required!

This Jobot Job is hosted by : Audrey Block

Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary : $200,000 - $300,000 per year

A bit about us :

We are hiring for a Trusts & Estates Partner with a portable book of business. Please apply to the position if you fit the criteria below. We look forward to speaking with you!

Why join us?

Opportunity for growth

Competitive compensation package based off of experience

Comprehensive health benefits

401k

Job Details

Job Details :

We are seeking a dynamic and experienced Trusts & Estates Partner to join our firm. This is an excellent opportunity for a seasoned professional who is passionate about providing exceptional legal advice and services to our high net worth clientele. You will be responsible for managing a wide range of trusts and estates matters, including wills, power of attorney, succession, beneficiary designations, and assets. The ideal candidate will have a strong track record in trusts and estates law, with a focus on providing personalized, strategic advice to clients. This is a permanent position that offers a competitive compensation package and the opportunity to work with a team of highly skilled legal professionals.

Responsibilities :

  • Provide comprehensive legal advice on matters related to trusts and estates, including wills, power of attorney, succession, beneficiary designations, and assets.
  • Develop and implement effective estate plans that meet clients' specific needs and objectives.
  • Manage all aspects of trust and estate administration, including probate proceedings, trust accounting, and tax filings.
  • Collaborate with other team members to ensure a seamless and integrated approach to client service.
  • Stay updated with the latest developments in trusts and estates law and use this knowledge to enhance our services and client relationships.
  • Conduct client meetings to discuss their estate planning needs and goals, and provide them with tailored, strategic advice.
  • Draft legal documents, including wills, trusts, and powers of attorney, with precision and attention to detail.
  • Represent the firm at industry events and networking functions.

Qualifications :

  • Juris Doctor degree from an accredited law school.
  • A minimum of 10 years of experience in trusts and estates law, with a focus on high net worth clientele.
  • Admission to the IL state bar.
  • Proven track record of managing a wide range of trusts and estates matters, including wills, power of attorney, succession, beneficiary designations, and assets.
  • Exceptional analytical and problem-solving skills.
  • Excellent interpersonal and communication skills, with the ability to build strong client relationships.
  • High degree of professional ethics and integrity.
  • Strong business development skills, with a proven ability to attract and retain clients.
  • Proficiency in using legal software and technology.
  • Ability to work independently, as well as part of a team.
  • Demonstrated commitment to ongoing professional development and learning.
  • Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

    Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

    Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

    Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

    By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy

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    Partner • Chicago, IL, US

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