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 seeks a seasoned Estate Planning Attorney to join our dynamic team in Wheaton, IL. The ideal candidate excels in client service and brings a background in business advice, financial planning, and accounting, with a focus on high‑value estates and wealth preservation planning.

The role offers the opportunity to draft comprehensive estate planning documents, work with high‑value estates, and collaborate across the firm to grow the wealth preservation practice.

Qualifications

• Juris Doctorate from an accredited law school.
• Active admission to the state bar.
• Minimum 5 years of estate planning experience, focusing on high‑value estates and wealth preservation.

Responsibilities

• Provide comprehensive estate planning services, including wills, trusts, powers of attorney, and related documents.
• Leverage financial and accounting background to advise on wealth preservation for clients.
• Conduct legal research to stay current with law changes and client needs.
• Maintain strong client communication and prompt responsiveness.
• Develop and maintain referral relationships to grow the firm.
• Draft and refine clear, legally sound documents with precision.
• Meet deadlines and manage time effectively under pressure.
• Utilize legal writing to prepare persuasive arguments, applications, and motions.
• Collaborate with team members to support overall client service.

Skills

Drafting skills

Legal research

Client interaction

Deadline adherence

Legal writing

Team player

Education

Juris Doctorate

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:

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

Qualifications:

• 1. Juris Doctorate from an accredited law school.
• 2. Admission to the state bar.
• 3. A minimum of 5 years of experience in estate planning, with a focus on high-value estates and wealth preservation planning.
• 4. Proven experience in providing business advice, with a strong financial and accounting background.
• 5. Exceptional drafting skills, with experience in drafting a wide range of estate planning documents.
• 6. Excellent legal research skills, with the ability to apply research findings to client situations.
• 7. Strong client interaction and communication skills, with a focus on providing exceptional client service.
• 8. Proven ability to meet deadlines and work well under pressure.
• 9. Experience in developing and maintaining relationships with referral sources.
• 10. Excellent legal writing skills, with the ability to prepare and present clear and persuasive arguments, applications, and motions.
• 11. 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.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.