Senior Trusts and Estates Attorney

Profile

Job Overview
A law firm seeks a Senior Trusts and Estates Attorney in Durham, NC. The role involves meeting with clients to analyze estates and prepare appropriate plans, ensuring legal documents meet client needs.

Duties
• Consult with prospective clients and gather necessary information for planning.
• Review and update estate plans for current and former clients.
• Handle client engagement and fee quoting processes.
• Draft and review estate planning documents to meet client needs.
• Conduct client reviews and explain estate plans.
• Refer clients to financial advisors when appropriate.
• Maintain detailed notes of meetings and communications.
• Participate in regular department and staff meetings.

Requirements
• Licensed attorney by NC State Bar.
• State Bar Certified Specialist in Trust, Wills & Probate preferred.
• 2-6 years of experience in Trusts and Estates.
• Knowledge of income, gift, and estate tax laws.
• Notary Public certification preferred.

Education
• Licensed attorney by NC State Bar.

Certifications
• State Bar Certified Specialist in Trust, Wills & Probate required.
• Notary Public preferred.

Skills
• Strong oral and written communication skills.
• Excellent organizational and planning abilities.
• Proficiency in time management and computer literacy.
• Interpersonal and supervisory skills.
• Attention to detail and proofreading skills.

Company info

BCG Attorney Search
400 Perimeter Center Ter NE Ste 900
Atlanta
Georgia
United States 30346
Phone : 770-450-2000
Fax : (213) 895-7306