Estate and Trust Administration Attorney

Profile

Job Overview

A law firm seeks an Estate and Trust Administration Attorney in North Barrington, IL. The role involves guiding trustees and executors through all phases of trust and estate administration, ensuring compliance and efficient management of estates.

Duties

• Guide trustees and executors through trust and estate administration.
• Review and interpret trust instruments, wills, and related documents.
• Prepare notices, inventories, accountings, and distribution schedules.
• Coordinate asset marshaling, valuation, and transfer of property and accounts.
• Communicate with beneficiaries regarding administration status and expectations.
• Advise fiduciaries on duties, risk management, and compliance.
• Prepare and file petitions for probate or administration.
• Represent estates and fiduciaries in probate court proceedings.
• Oversee creditor claim management and resolution of liabilities.
• Advise on tax implications related to estate administration.
• Serve as primary contact for clients, beneficiaries, and fiduciaries.
• Maintain relationships with financial institutions, courts, and advisors.
• Support senior attorneys with complex estate matters.
• Assist with drafting estate-planning documents.
• Participate in business development and client presentations.

Requirements

• J.D. from an accredited law school; active state license.
• 2-7 years of experience in trusts, estates, or probate.
• Understanding of estate planning instruments and probate procedures.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple matters and work with clients sensitively.
• Proficiency with legal research tools and estate administration software.

Education

• Juris Doctor (J.D.) degree

Certifications

• Active law license in the relevant state

Skills

• High attention to detail and accuracy
• Client-service orientation and empathy
• Strong legal drafting and writing ability
• Ability to work independently and as part of a team
• Problem-solving and practical decision-making

Benefits

Company info

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