Business Law, Trust And Estate Planning Attorney

Job Title: Business Law, Trust, and Estate Planning Attorney

Job Location: Oklahoma City, OK

Job Overview:

A prestigious law firm located in Oklahoma City is seeking a highly skilled and self-motivated attorney with expertise in trust administration and estate planning. This role requires a strong background in business transactions, estate law, and tax planning, along with the ability to provide clients with exceptional legal guidance and solutions. The candidate must possess solid problem-solving abilities, superior communication skills, and a commitment to ethical legal practices.

Duties:

• Provide comprehensive legal counsel on trust administration, estate planning, wealth management, taxation, property distribution, charitable gifts, and other related matters.
• Draft a variety of estate planning documents including trusts, wills, and other legal forms to meet client needs.
• Research and apply legal standards and regulations to ensure compliance in estate and trust matters.
• Handle complex tax and wealth planning issues for high-net-worth clients.
• Manage multiple estate and trust cases, ensuring timely and accurate documentation.
• Guide clients on probate, inheritance, and estate management concerns.
• Collaborate with legal colleagues and participate in firm meetings to strategize client solutions.
• Participate in business development efforts through social engagements to attract new clients and cases.

Requirements:

• A valid, active Oklahoma Bar license in good standing.
• Minimum 5 years of prior experience practicing law, specifically in business transactions (7 years preferred).
• Proficiency in handling estate planning matters, including wealth management and trust administration.

Education:

• Juris Doctor (JD) degree from an accredited law school.
• Must be licensed to practice law in the state of Oklahoma.

Certifications:

• Active Oklahoma Bar Association membership in good standing.

Skills:

• Strong understanding of estate tax regulations and wealth planning best practices.
• Excellent drafting skills for legal documents related to trust and estate planning.
• Ability to manage multiple cases simultaneously with a high degree of accuracy and attention to detail.
• Proficient in legal research and application of state and federal laws.
• Exceptional client communication skills, with a focus on providing clear and concise legal advice.
• Business development acumen and the ability to engage in networking opportunities.

Preferred Skills:

• Familiarity with legal software such as Rocket Matter and Wealth Counsel.
• Prior experience working with high-net-worth clients in complex estate planning.

Job Location:

• Oklahoma City, OK.

Benefits:

• Comprehensive 401(k) plan with matching options.
• Health, dental, and vision insurance.
• Health savings account and flexible spending account options.
• Generous paid time off (PTO).
• Life insurance coverage.
• Opportunities for professional growth and work-life balance.