Trust and Estate Attorney

Job Overview:
A well-established law firm in Rochester, MN, is seeking an experienced Trust and Estate Attorney to join its dynamic team. This position offers an exciting opportunity to work with a firm renowned for its high-quality estate planning services. The ideal candidate will bring a passion for client-focused work, a strong attention to detail, and a commitment to providing exceptional legal services in the Trust and Estate practice area. This role is perfect for someone who thrives in a hybrid work environment and seeks professional growth opportunities.

Location:

• Rochester, MN

Duties:

• Provide expert legal counsel on all aspects of estate planning, including drafting wills, trusts, and other estate-related documents.
• Guide clients through the complexities of estate and trust administration.
• Work closely with clients to understand their goals and create tailored estate plans that reflect their wishes.
• Prepare legal documents related to trust and estate planning, including powers of attorney and health care directives.
• Advise clients on tax implications and assist with asset protection strategies.
• Stay updated on current estate planning laws and regulations to ensure the firm’s practices remain compliant and effective.
• Foster positive relationships with clients and serve as a trusted advisor for their long-term legal needs.
• Collaborate with a team of legal professionals to provide comprehensive services for clients.
• Participate in client meetings, estate plan reviews, and educational events to build and maintain strong client relationships.

Requirements:

• Minimum of 5 years of experience in estate planning and trust administration.
• Excellent legal research, writing, and analytical skills.
• Strong attention to detail with the ability to work on complex legal documents.
• Ability to manage multiple client matters simultaneously while maintaining high standards of client service.
• Effective communication skills and the ability to build rapport with clients.
• Ability to work independently as well as part of a collaborative team.
• Licensed to practice law in Minnesota (Minnesota State Bar).

Education:

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

Certifications:

• Must be licensed to practice law in Minnesota.

Skills:

• Proficiency in estate planning tools and strategies.
• In-depth knowledge of state and federal tax laws related to trusts and estates.
• Experience in drafting wills, trusts, and related legal documents.
• Strong interpersonal and client-facing communication skills.
• Proficient in legal research tools such as Westlaw or LexisNexis.
• Knowledge of estate administration processes and trust management.
• Ability to manage a caseload efficiently and prioritize tasks.

Benefits:

• 401(k) plan with employer matching.
• Paid time off (PTO).
• Parental leave.
• Employee discount program.
• Continuing education and professional development opportunities.
• Hybrid work environment, offering flexibility for work-life balance.
• Retirement plan with employer match.
• Strong professional growth opportunities in a collaborative and supportive environment.