Estate Planning Associate Attorney Job in Mount Prospect, IL Near Me - 222147 | BCGSearch.com

Estate Planning Associate Attorney

Type Full-Time

Location Illinois - Mount Prospect

Job ID N7PW222147

Experience Level Midlevel Associate

Job Experience Min. 3 - Max. 5 Years

Ranking 3 : Mostly Business $$$

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

Practice Areas Estate & Tax PlanningTrusts and Estates - General

2024-10-25 02:20:26

Mount Prospect office of a BCG Attorney Search Top Ranked Law Firm seeks associate attorney with 3-5 years of experience with all aspects of estate planning and trust administration. The candidate will provide a full range of estate planning and trust administration services to the clients. Will 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: 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. Perform all other projects as assigned. Must be licensed attorney by State Bar in Illinois. Must preferably have State Bar Certified Specialist in Trust, Wills and Probate. Knowledge of income, gift, and estate tax laws desired. Must have experience working with high net worth clients. Should be proficient in MS Word. Wealth Counsel experience preferred.

The candidate should have excellent written/verbal communication and organizational skills. Must have strong attention to detail and accuracy. Should be self-starter with efficient time management and organizational skills. Must have ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines.

Almost three decades of existence has made this firm one of the best. With over four decades of experience between the attorneys, they specialize in Estate Planning, Asset Protection, Post-Death, Trust and more. This firm is located in Illinois.

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