Trusts And Estates Attorney

Profile

• Job Overview: A law firm specializing in Trusts and Estates is seeking a dedicated attorney to join its team in Bethesda, MD. The ideal candidate will draft estate planning documents, handle probate filings, administer trusts, and maintain strong client relationships.

• Duties:

  • Draft estate planning documents such as wills, trust agreements, powers of attorney, advance medical directives, and deeds.
  • Prepare probate filings, including petitions for probate, inventories, accounts, inheritance tax returns, and petitions for assorted relief.
  • Correspond with clients, financial institutions, insurance companies, Register of Wills Offices, and government agencies.
  • Administer trusts by preparing accountings, tracking and paying trust expenses and distributions, and facilitating trust tax returns.
  • Maintain client relationships through frequent communication (email and telephone) and explain legal concepts clearly.
  • Keep clients informed of case status and updates.
  • Organize online and paper files, ensuring accurate documentation and compliance.
  • Update case and task status regularly using Asana or similar tools.
  • Attend, lead, or organize Continuing Legal Education (CLE) sessions, bar association events, and networking functions.
  • Prepare blog posts and assist in writing and researching articles related to Trusts and Estates.
  • Supervise and train paralegals and law clerks on relevant legal matters.
  • Actively participate in firm marketing and business development initiatives.
  • Demonstrate a growth mindset and a client-centric approach to problem-solving.

• Requirements:

  • JD from an accredited law school.
  • 8+ years of experience in estate planning and trust administration.
  • Active membership in good standing with the Maryland and D.C. Bar (or ability to waive in a plus).
  • Strong client relationship skills, including leading in-person client meetings.
  • Excellent verbal and written communication skills.
  • Ability to adapt communication style to meet diverse client needs.
  • Sound judgment, integrity, and ability to maintain confidentiality.
  • Attention to detail and ability to manage multiple cases effectively.
  • Interest in advancing legal knowledge through CLEs and new challenges.
  • Team-oriented with a willingness to receive constructive feedback.

• Skills:

  • Proficiency in estate and tax concepts.
  • Strong organizational and time management skills.
  • Ability to work both independently and collaboratively.
  • Comfortable with technology and legal software.
  • Proactive and able to initiate actions to resolve client issues promptly.

• Location: Bethesda, MD.

• Benefits Offered:

  • Employer-provided medical, dental, and vision insurance (50% company-paid for the employee only).
  • 401(k) plan with 3% safe harbor contributions.
  • Paid vacation, sick time, and holidays.
  • Opportunity for performance bonuses.
  • Paid parking.
  • Generous paid parental leave.

Company info

BCG Attorney Search
1629 K ST NW, Suite 300
Washington
District of Columbia
United States 20006
Phone : (202) 955-5585
Fax : (213) 895-7306