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Associate Attorney
Mount Prospect, IL Salary: **MEMBERS ONLY**SIGN UP NOW*** offers a competitive salary commensurate with experience. H1: Associate Attorney - **MEMBERS ONLY**SIGN UP NOW*** **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 H2: Salary **MEMBERS ONLY**SIGN UP NOW*** offers a competitive salary commensurate with 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 Salary: **MEMBERS ONLY**SIGN UP NOW*** offers a competitive salary commensurate with 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 **MEMBERS ONLY**SIGN UP NOW*** offers a competitive salary commensurate with experience. |
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