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Estate Planning Attorney

Estate Planning Attorney

JobotWheaton, IL, US
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Job Description

Job Description

This Jobot Job is hosted by : Tony Fasano

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

Salary : $95,000 - $160,000 per year

A bit about us :

Our prestigious law firm is seeking an experienced Permanent Estate Planning Attorney to join our dynamic team. The ideal candidate will have a solid background in estate administration, tax planning, business advice, and the drafting of legal documents. This role requires a professional with a financial and accounting background who is deadline oriented and has superior client interaction and communication skills. This position also involves interaction with referral sources and requires a deep understanding of trusts and high-value estates. Excellent legal writing and research skills are a must.

Why join us?

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401K

Job Details

Responsibilities :

As a Permanent Estate Planning Attorney, you will be responsible for providing comprehensive estate planning services to our high net worth clients. This includes :

1. Developing and implementing estate plans by drafting wills, trusts, and other estate planning documents.

2. Providing expert tax planning and business advice to clients.

3. Handling all aspects of estate administration.

4. Communicating effectively with clients to understand their needs and goals.

5. Interacting with referral sources to generate new business.

6. Conducting legal research and staying up-to-date on changes in estate and tax law.

7. Providing high-level client service with a focus on building and maintaining client relationships.

8. Reviewing and updating existing estate plans in light of changes in client circumstances or laws.

9. Working effectively to meet deadlines and manage multiple high-value estates simultaneously.

Qualifications :

To be considered for this role, you must have :

1. A Juris Doctorate from an accredited law school.

2. A minimum of 5 years of experience in estate planning, tax planning, and estate administration.

3. A strong financial and accounting background.

4. Excellent drafting skills with a focus on estate planning documents.

5. Exceptional legal research and writing abilities.

6. Excellent client service skills with a proven ability to interact effectively with clients and referral sources.

7. Strong organizational skills with the ability to manage multiple high-value estates and meet tight deadlines.

8. A deep understanding of trusts and high-value estates.

9. The ability to work independently and as part of a team.

This is a fantastic opportunity for an experienced Estate Planning Attorney to join a dynamic and prestigious law firm. If you have the required skills and experience, we would love to hear from you.

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

Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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