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Job Details

Trust And Estate Planning Attorney

Company name
BCG Attorney Search

Experience
1-5 yrs required

Location
Carmel, IN, United States

Industry
Legal

Posted on
Feb 04, 2025

Profile

Job Title: Trust and Estate Planning Attorney

Job Overview: A reputable law firm in Carmel, IN, is seeking a skilled Trust and Estate Planning Attorney to join their growing team. The ideal candidate will have a strong background in estate planning and probate law, with the ability to provide expert legal counsel to clients navigating complex estate matters. This position requires a highly organized and detail-oriented professional who can draft essential documents like wills, trusts, and powers of attorney while offering thoughtful legal strategies for clients and their families.

Duties:

  • Advise clients on estate planning options, including retirement, charitable donations, and insurance strategies.
  • Draft, review, and finalize wills, trusts, and powers of attorney to ensure clients' wishes are accurately documented.
  • Collaborate with senior attorneys, paralegals, and other team members to ensure efficient management of case files and client needs.
  • Provide expert consultation regarding the distribution of assets and assist clients in making informed decisions.
  • Maintained up-to-date client files, ensuring proper documentation and organization.
  • Communicate with clients during emotionally charged situations with empathy and clarity, offering guidance through difficult legal processes.

Requirements:

  • Minimum of 1-2 years of experience in estate planning and probate law.
  • Strong background in legal document preparation, including wills, trusts, and powers of attorney.
  • Proficiency in managing client files and organizing complex case information.
  • Excellent verbal and written communication skills, with the ability to convey complex legal concepts to clients.
  • Strong negotiation skills and the ability to collaborate with other legal professionals.
  • Ability to handle high-pressure situations with professionalism and care.

Education:

  • Juris Doctor (J.D.) from an accredited law school.
  • A bachelor’s degree in a related field is required.

Certifications:

  • Active membership with the American Bar Association (ABA) or equivalent state legal organization.

Skills:

  • Expertise in estate planning, including real estate matters and probate law.
  • Strong negotiation and conflict resolution skills.
  • High level of organization and attention to detail.
  • Ability to work independently and as part of a team.
  • Empathetic communication skills, particularly in sensitive situations.

Job Location: Carmel, IN

Company info

BCG Attorney Search
200 South Wacker Drive, 31st Floor
Chicago
Illinois
United States 60606
Phone : (312) 321-9411
Fax : (213) 895-7306

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