What are the responsibilities and job description for the Trust & Estate Planning Attorney position at Jobot?
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Job details
This Jobot Job is hosted by Tony Fasano
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $115,000 - $135,000 per year
A Bit About Us
We are seeking an experienced and dynamic Permanent Trust & Estate Planning Attorney to join our prestigious legal team. The successful candidate will have a solid background in estate planning, trust administration, wealth planning, asset protection, and probate administration. This role requires an attorney who is comfortable dealing with complex and high-value estates and is well-versed in the creation and administration of wills, revocable living trusts, irrevocable trusts, charitable trusts, insurance trusts, family limited partnerships, and limited liability companies.
Why join us?
Responsibilities
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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
This Jobot Job is hosted by Tony Fasano
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $115,000 - $135,000 per year
A Bit About Us
We are seeking an experienced and dynamic Permanent Trust & Estate Planning Attorney to join our prestigious legal team. The successful candidate will have a solid background in estate planning, trust administration, wealth planning, asset protection, and probate administration. This role requires an attorney who is comfortable dealing with complex and high-value estates and is well-versed in the creation and administration of wills, revocable living trusts, irrevocable trusts, charitable trusts, insurance trusts, family limited partnerships, and limited liability companies.
Why join us?
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401K
Responsibilities
- Provide comprehensive legal advice on all aspects of trust and estate planning, wealth transfer, and asset protection.
- Draft legal documents including wills, revocable and irrevocable trusts, charitable trusts, insurance trusts, family limited partnerships, and limited liability companies.
- Manage probate and trust administration processes, ensuring all legal requirements are met.
- Assist clients with business succession planning, including buy/sell agreements and management succession.
- Act as a fiduciary, trustee, executor, or administrator for clients as required.
- Prepare and file estate and gift tax returns.
- Provide legal advice and support to beneficiaries.
- Ensure compliance with all state and federal laws and regulations.
- Develop and maintain strong relationships with clients, providing exceptional customer service.
- Juris Doctorate from an accredited law school.
- Current Georgia State Bar license in good standing.
- Minimum of 5 years of experience as a Trust & Estate Planning Attorney.
- Proven experience in probate administration, wealth planning, asset protection, and trust administration.
- Extensive knowledge of wills, revocable living trusts, irrevocable trusts, charitable trusts, insurance trusts, family limited partnerships, and limited liability companies.
- Experience in business succession planning, including buy/sell agreements and management succession.
- Experience acting as a fiduciary, trustee, executor, or administrator.
- Proven ability to prepare and file estate and gift tax returns.
- Exceptional communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- High level of professionalism and ethical standards.
- Ability to work independently and as part of a team.
- Excellent organizational skills and attention to detail.
- Proficient in relevant legal software and technology.
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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $115,000 - $135,000
