What are the responsibilities and job description for the Estate Planning Attorney position at Royal Oak Financial Group?
About Us:
Our retirement financial planning firm, located in Worthington, Ohio, is dedicated to providing top-tier financial advice and planning services to help our clients achieve their retirement goals. We pride ourselves on our commitment to fiduciary responsibility, personalized client service, and comprehensive financial solutions.
Job Description:
We are seeking an experienced Estate Attorney to join our dynamic team. The ideal candidate will have a strong background in estate planning, probate law, and trust administration. As an integral part of our firm, you will work closely with clients to develop and implement estate plans that preserve wealth, minimize taxes, and ensure a smooth transfer of assets.
Key Responsibilities:
- Advise clients on estate planning matters, including wills, trusts, powers of attorney, and advanced directives
- Draft and review estate planning documents
- Administer estates and trusts, including probate proceedings
- Collaborate with financial planners and advisors to develop comprehensive retirement plans
- Provide legal guidance on tax implications and strategies related to estate planning
- Maintain up-to-date knowledge of state and federal estate and tax laws
Qualifications:
- Juris Doctor (JD) degree from an accredited law school
- Licensed to practice law in Ohio
- Strong understanding of tax laws and regulations related to estate planning
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a collaborative team
- High ethical standards and a commitment to fiduciary responsibility
What We Offer:
- Competitive salary and benefits package
- Opportunities for professional growth and development
- A supportive and collegial work environment
- The chance to make a meaningful impact on clients’ lives
