Salary:
**MEMBERS ONLY**SIGN UP NOW***. offers a competitive salary commensurate with experience.
H1: Associate Attorney - **MEMBERS ONLY**SIGN UP NOW***.
**MEMBERS ONLY**SIGN UP NOW***. is looking for an Associate Attorney to provide a full range of estate planning and trust administration services to our clients. The ideal candidate will have 3 – 5 years of experience with all aspects of estate planning and trust administration and be licensed attorney by the State Bar in Illinois.
H2: Main Job Duties and Responsibilities
• Meet with prospective clients for first consultations and gather all necessary information to make planning recommendations
• Review the current plan with existing clients and review possible changes or upgrades to the current estate plan
• Review and draft legal documents on behalf of clients such as estate plans, including wills, revocable and irrevocable trusts, powers of attorney, and other estate planning documents
• Keep detailed client notes of all meetings and phone calls in the current client platform
• All other projects as assigned
H2: Key Requirements and Competencies
• 3 – 5 years of experience with all aspects of estate planning and trust administration
• Licensed attorney by State Bar in Illinois
• State Bar Certified Specialist in Trust, Wills & Probate preferred
• Knowledge of income, gift, and estate tax laws desired
• Notary Public
• Excellent written/verbal communication and organizational skills
• Strong attention to detail and accuracy
• Self-starter with efficient time management and organizational skills
• Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines
• Must have experience working with high net worth clients
• Proficient in MS Word
• Preferred WealthCounsel experience
H2: Salary
**MEMBERS ONLY**SIGN UP NOW***. offers a competitive salary commensurate with experience.
**MEMBERS ONLY**SIGN UP NOW***. is seeking an experienced Associate Attorney to join their team. The ideal candidate will have 3-5 years of experience in estate planning and trust administration and be a licensed attorney by the State Bar in Illinois.
Job Duties and Responsibilities:
• Meet with prospective clients to gather information and make planning recommendations
• Review the current plan with existing clients and review possible changes or upgrades
• Review and draft legal documents such as estate plans, trusts, powers of attorney, and other estate planning documents
• Keep detailed client notes of all meetings and phone calls in the current client platform
• All other projects as assigned
Key Requirements and Competencies:
• 3 – 5 years of experience with all aspects of estate planning and trust administration
• Licensed attorney by State Bar in Illinois
• State Bar Certified Specialist in Trust, Wills & Probate preferred
• Knowledge of income, gift, and estate tax laws desired
• Notary Public
• Excellent written/verbal communication and organizational skills
• Strong attention to detail and accuracy
• Self-starter with efficient time management and organizational skills
• Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines
• Must have experience working with high net worth clients
• Proficient in MS Word
• Preferred WealthCounsel experience
Salary:
**MEMBERS ONLY**SIGN UP NOW***. offers a competitive salary commensurate with experience.
**MEMBERS ONLY**SIGN UP NOW***. is looking for an experienced Associate Attorney to join their team. The successful candidate will have 3-5 years of experience in estate planning and trust administration and be a licensed attorney by the State Bar in Illinois.
The Associate Attorney will be responsible for providing a full range of estate planning and trust administration services to clients. Main duties and responsibilities will include:
• Meeting with prospective clients for first consultations and gathering all necessary information to make planning recommendations
• Reviewing the current plan with existing clients and reviewing possible changes or upgrades to the current estate plan
• Reviewing and drafting legal documents such as estate plans, trusts, powers of attorney, and other estate planning documents
• Keeping detailed client notes of all meetings and phone calls in the current client platform
• All other projects as assigned
The successful candidate must have 3-5 years of experience with all aspects of estate planning and trust administration and must be a licensed attorney by the State Bar in Illinois. Additional requirements include:
• State Bar Certified Specialist in Trust, Wills & Probate preferred
• Knowledge of income, gift, and estate tax laws desired
• Notary Public
• Excellent written/verbal communication and organizational skills
• Strong attention to detail and accuracy
• Self-starter with efficient time management and organizational skills
• Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines
• Must have experience working with high net worth clients
• Proficient in MS Word
• Preferred WealthCounsel experience
**MEMBERS ONLY**SIGN UP NOW***. offers a competitive salary commensurate with experience.
