Estate Planning Attorney

Jobot; Wheaton (IL); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401K

Job summary

Jobot in Wheaton, IL seeks a seasoned Estate Planning Attorney to lead complex estate planning, wealth preservation, and client-focused advisory work. The role emphasizes drafting, research, and collaboration within a dynamic legal team.

The ideal candidate holds a JD, Illinois bar admission, 5+ years in estate planning, and strong financial acumen. We offer competitive compensation and benefits including health, dental, vision, and a 401(k).

Qualifications

• Juris Doctorate from an accredited law school.
• Admission to the state bar.
• A minimum of 5 years of experience in estate planning, focusing on high-value estates and wealth preservation.
• Proven experience in providing business advice, with a strong financial and accounting background.
• Exceptional drafting skills with experience in drafting a wide range of estate planning documents.
• Excellent legal research and writing abilities, with strong client service skills.

Responsibilities

• Provide comprehensive estate planning services to clients, including drafting and implementing wills, trusts, powers of attorney, and related documents.
• Utilize financial and accounting background to provide sound business advice to clients for wealth preservation.
• Conduct thorough legal research to stay current with changes in the law and support client needs.
• Maintain high levels of client interaction and communication, keeping clients informed and their needs met promptly.
• Develop and maintain relationships with referral sources to grow the firm.
• Draft clear, concise, and legally sound documents.
• Meet all deadlines and manage time effectively under pressure.
• Collaborate with team members to support clients and share expertise.

Skills

Business advice

Financial planning

Accounting

Drafting skills

Legal writing

Client service

Education

Juris Doctorate

Bar admission

Job description

Job details:

This Jobot Job is hosted by: Tony Fasano

Salary: $130,000 - $150,000 per year

A bit about us

We are seeking a seasoned Estate Planning Attorney to join our dynamic team. The ideal candidate will have a passion for providing exceptional client service and a background in business advice, financial planning, and accounting. This is an outstanding opportunity for a self-starter with a high level of initiative to make a significant contribution to our growing legal firm. The selected candidate will have the opportunity to work with high-value estates and engage in wealth preservation planning.

Why join us

• Health Insurance
• Dental Insurance
• Vision Insurance
• 401K

Job Details

Responsibilities

• Provide comprehensive estate planning services to our clients, including drafting and implementing wills, trusts, powers of attorney, and other estate planning documents.
• Utilize your financial and accounting background to provide sound business advice to clients, helping them to preserve and grow their wealth.
• Conduct thorough legal research to stay abreast of changes in the law and to support client needs.
• Maintain high levels of client interaction and communication, ensuring that clients are kept informed and their needs are met promptly and effectively.
• Develop and maintain relationships with referral sources, expanding our network and contributing to the growth of our firm.
• Use your exceptional drafting skills to create clear, concise, and legally sound documents.
• Meet all deadlines, demonstrating your ability to work well under pressure and manage your time effectively.
• Utilize your legal writing skills to prepare and present arguments, applications, and motions.
• Work collaboratively with other members of our team, contributing your expertise and supporting others in their work.

Qualifications

• Juris Doctorate from an accredited law school.
• Admission to the state bar.
• A minimum of 5 years of experience in estate planning, with a focus on high-value estates and wealth preservation planning.
• Proven experience in providing business advice, with a strong financial and accounting background.
• Exceptional drafting skills, with experience in drafting a wide range of estate planning documents.
• Excellent legal research skills, with the ability to apply research findings to client situations.
• Strong client interaction and communication skills, with a focus on providing exceptional client service.
• Proven ability to meet deadlines and work well under pressure.
• Experience in developing and maintaining relationships with referral sources.
• Excellent legal writing skills, with the ability to prepare and present clear and persuasive arguments, applications, and motions.
• A team player, with the ability to work collaboratively and support others in their work.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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