Trusts & Estates Associate Job in Dallas, TX Near Me - 357528 | BCGSearch.com

Trusts & Estates Associate

Type Full-Time

Location Texas - Dallas

Job ID BPGB357528

Experience Level Midlevel Associate

Job Experience Min. 4 - Max. 7 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas ProbateEstate & Tax PlanningTrusts and Estates - General

2025-01-01 01:12:39

A law firm seeks an experienced Trusts & Estates Associate to join its Dallas office. The successful candidate will have between 4 to 7 years of experience in private practice, focusing on estate planning, probate, and estate administration. This role requires a highly motivated attorney with a strong academic background, excellent communication skills, and the ability to manage client matters independently while collaborating effectively with a team.

Duties

  • Develop and implement estate plans for clients, including drafting wills, trusts, and other estate planning documents.
  • Advise clients on strategies for lifetime gift planning, wealth transfer, and tax optimization.
  • Manage the probate process and guide clients through estate administration.
  • Work closely with clients to understand their needs and customize legal strategies.
  • Review and draft documents related to trusts, estate tax returns, and related matters.
  • Collaborate with colleagues to ensure timely and accurate completion of client matters.
  • Provide excellent customer service and maintain strong client relationships.
  • Stay updated on changes in estate planning laws and best practices.

Requirements

  • 4 to 7 years of experience in Trusts & Estates law, including estate planning and probate matters.
  • Strong written and oral communication skills.
  • Ability to handle complex client matters independently while also working effectively within a team environment.
  • A demonstrated ability to build strong client relationships and manage multiple matters simultaneously.
  • Attention to detail and strong organizational skills.

Education

  • Juris Doctor (JD) degree from an accredited law school.

Certifications

  • Active membership in the Texas State Bar.

Skills

  • Proficiency in estate planning, including drafting wills, trusts, and other related documents.
  • Experience with probate and estate administration.
  • Strong research and analytical skills.
  • Excellent communication skills, both written and verbal.
  • Ability to work collaboratively in a team-oriented environment.
  • Attention to detail and the ability to manage multiple projects efficiently.

This full-time, in-office position in Dallas offers a great opportunity for an experienced Trusts & Estates attorney to contribute to a growing practice while maintaining a strong work-life balance.

Committed to excellence, this legal concern focuses on practical, cost-effective solutions that add value and emphasizes delivering work of the highest professional standards for the resolution of legal problems. The firm's clients include Fortune 500 companies, multinational corporations, major financial institutions, and a wide range of publicly traded corporations and closely held businesses. Attorneys here put forth their extensive experience in various legal areas, including antitrust, appellate, bankruptcy, corporate and securities, eminent domain, immigration, intellectual property, international, labor and employment, litigation, public finance, regulatory and legislative, tax, agriculture, aviation, energy, entertainment and sports, environmental, healthcare, insurance, Internet, municipal law, medical technology, real estate, and wealth planning and transfer. If dedication and innovation are some of your virtues, this is the right place for you.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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