Trust Attorney

Great Plains Trust Company- Trust Attorney

Great Plains Trust Company is seeking a Trust Attorney in its Overland Park, KS office. Great Plains has a 30 year history in serving clients across the country with expertise in financial planning, trust administration, portfolio management, foundations, endowments and retirement plans. Applicants should be interested in working with a dynamic team of professionals with a client-centric culture and family-oriented environment.

Responsibilities

Administer ongoing trust account relationships

• Regular communication with beneficiaries and/or Co-Trustee(s) to ensure needs are being met while maintaining adherence to terms of trust document
• Ensure compliance with legal, regulatory and internal requirements
• Coordinate with accountant to file annual trust tax returns
  
  

Estate settlement

• Review all legal documents and coordinate with outside counsel to make any necessary filings with probate court
• Communicate with beneficiaries and provide required notices
• Inventory and take possession of all assets including collecting trust/estate assets held at other financial institutions
• Arrange and coordinate any required asset appraisals
• Coordinate with accountant with respect to any tax issues and to file decedent and estate tax returns
• Coordinate payment of debts and final expenses; make distributions to beneficiaries including setting up new trust accounts when indicated
  
  

Maintain up to date knowledge of estate and tax planning concepts and review estate planning documents for existing clients

Assist in development of new business and additional business from existing clients

Qualifications

• Undergraduate and JD degrees
• Admission to Kansas bar
• Strong communication and client service skills
• Excellent attention to detail
• Estate planning experience
  
  

Great Plains Trust Company is an Equal Opportunity Employer.