Attorney: Estate Planning & Probate Practice Group

Indiana State Bar Association Insurance Agency, Inc; Noblesville (IN); On-site; USD 110,000 - 170,000; Full time

Job summary

CCHA is seeking an Estate Planning and Probate Attorney in Noblesville, IN, with at least 5 years of experience and strong academic credentials. The ideal candidate will demonstrate exceptional verbal, written, and interpersonal communication skills, be self-motivated, highly organized, and capable of managing multiple complex matters while delivering high-quality client service.

Responsibilities include preparing estate planning documents, managing probate and trust administrations,

Qualifications

• At least 5 years of experience in estate planning and probate.
• Excellent verbal and written communication skills.
• Self-motivated, highly organized, able to manage multiple complex matters.

Responsibilities

• Prepare estate planning documents (Powers of Attorney, Health Care Directives, Living Wills, Wills, Revocable Living Trust Declarations).
• Manage probate and trust administrations, including pleadings and court filings.
• Coordinate account transfers and real estate ownership transfers.
• Value estate assets across real property, investments, insurance, and retirement accounts.
• Maintain organized physical and electronic case files, calendars, and deadlines.
• Collaborate with attorneys, paralegals, and team members; participate in meetings.
• Enter time and billing information and coordinate with Billing Specialist.

Skills

Estate planning experience

Excellent communication

Organized

Job description

Job Summary & Expectations

CCHA is seeking a motivated and talented Estate Planning and Probate Attorney with at least 5 years of experience and superior academic credentials. The ideal candidate demonstrates exceptional verbal, written, and interpersonal communication skills; is self-motivated and highly organized; can effectively manage multiple complex matters; and brings sound judgment, initiative, and a strong work ethic to delivering high-quality client service.

Essential Functions

• Prepare estate planning documents including, but not limited to, Powers of Attorney, Health Care Directives, Living Wills, Last Will and Testaments, and Revocable Living Trust Declarations.
• Manage probate and trust administrations, including preparation of pleadings, court filings, and other legal documents.
• Coordinate financial institution account transfers and real estate ownership transfers.
• Identify and assist in valuing estate assets, including real estate, personal property, agricultural property, insurance proceeds, investment and retirement accounts, and government benefits.
• Maintain organized physical and electronic case files, calendars, task lists, and deadlines.
• Collaborate effectively with attorneys, paralegals, and other team members, and participate in meetings as requested.
• Enter time and billing information as requested and coordinate with the Billing Specialist on corrections or clarifications.

At CCHA, our culture supports the exceptional client service we provide. We invest in the ongoing development of dedicated attorneys who demonstrate character, professionalism, and a commitment to serving clients. We value extraordinary effort while helping each attorney pursue meaningful professional goals. A career with CCHA includes a competitive salary, a professional and collaborative work environment, comprehensive benefits, and the support needed to advance your career.