Associate Attorney - Estate Planning- 3667997

AMS Staffing Inc.; Northbrook (IL); On-site; USD 110,000 - 190,000; Full time

Benefits offered by this job

Referral bonus $500

Job summary

AMS Staffing Inc. in Northbrook, IL seeks a Trusts & Estates Associate Attorney with 2–6 years of experience, focusing on estate planning and exposure to estate and trust administration.

The attorney will advise individuals and families on estate planning, draft wills and trusts, and work with clients from consultation through execution to meet personal and financial goals.

Strong research, writing, and client-relations skills are essential for success in a collaborative firm environment.

Qualifications

• 2–6 years of Trusts & Estates experience, focusing on estate planning.
• J.D. from an accredited law school.
• Active state bar admission and good standing.
• Experience drafting wills, trusts, and other core estate planning documents.

Responsibilities

• Counsel individuals and families regarding estate planning and wealth transfer strategies.
• Draft, review, and revise wills, revocable and irrevocable trusts, powers of attorney, advance directives, and related documents.
• Analyze clients' personal and financial circumstances and recommend appropriate estate planning structures.
• Work directly with clients from initial consultation through execution and implementation.
• Review existing estate plans and advise updates based on changes in circumstances or law.
• Coordinate with accountants and financial advisors in developing estate plans.
• Assist with estate and trust administration matters as needed.
• Support probate and related administration matters when applicable.
• Conduct legal research and prepare memoranda on trusts and estates issues.
• Collaborate with partners and other attorneys on client matters.

Skills

Legal drafting

Client service

Research & writing

Analytical skills

Communication with clients

Education

J.D. degree

Job description

Please connect with me on LinkedIn as well @Briceida (\"Brigitte\") Nash

Location: Northbrook IL

Work Environment: To be confirmed

Term: Full-time

Referral Fee: AMS will pay $500 should the person you refer gets hired

Job Description:

We are seeking a Trusts & Estates Associate Attorney with 2–6 years of experience to join a well-established law firm practice. The position will focus primarily on estate planning, with additional exposure to estate and trust administration.

The ideal candidate will have hands-on experience advising individuals and families regarding their estate planning needs and drafting a range of estate planning documents. This attorney will work closely with clients to understand their personal, family, and financial objectives and develop practical estate plans tailored to those goals.

Responsibilities:

• Counsel individuals and families regarding estate planning and wealth transfer strategies.
• Draft, review, and revise wills, revocable and irrevocable trusts, powers of attorney, advance directives, and related estate planning documents.
• Analyze clients' personal and financial circumstances and recommend appropriate estate planning structures.
• Work directly with clients throughout the estate planning process, from initial consultation through execution and implementation.
• Review existing estate plans and advise clients regarding updates based on changes in family circumstances, assets, or applicable law.
• Coordinate with accountants, financial advisors, and other professionals as appropriate in developing and implementing estate plans.
• Assist with estate and trust administration matters as needed, including advising fiduciaries and beneficiaries.
• Support probate and related administration matters when applicable.
• Conduct legal research and prepare memoranda or other written analyses on trusts and estates issues.
• Collaborate with partners and other attorneys on client matters while developing increasing responsibility for client relationships.

Qualifications/Requirements:

• 2–6 years of Trusts & Estates experience, with meaningful experience in estate planning.
• J.D. from an accredited law school.
• Appropriate state bar admission and good standing.
• Demonstrated experience drafting wills, trusts, and other core estate planning documents.
• Strong legal research, writing, analytical, and drafting skills.
• Excellent interpersonal and client-service skills.
• Ability to communicate effectively with clients regarding sensitive personal and financial matters.
• Strong organizational skills and attention to detail.
• Ability to work independently while collaborating effectively with attorneys and other professionals.
• Estate or trust administration experience is helpful but does not need to be the candidate's primary area of practice.