Estate Planning Associate

Profile

Job Overview

A law firm seeks a skilled and client-focused Estate Planning Associate with over four years of relevant experience to join their team in Atlanta, GA. This role involves drafting estate planning documents, managing client matters independently, and delivering high-quality work in a timely manner. The ideal candidate will be comfortable working with minimal supervision and engaging directly with clients as part of a collaborative team.

Duties

• Draft estate planning documents, including trusts and promissory notes.
• Analyze and summarize existing trust documents.
• Assist with modifications to irrevocable trusts.
• Prepare and file gift and estate tax returns.
• Draft professional client correspondence and respond to inquiries.
• Manage multiple client matters with accuracy and timeliness.
• Collaborate with senior attorneys and support staff.
• Participate in client meetings as a trusted team member.

Requirements

• J.D. from an accredited law school.
• Active Georgia Bar license in good standing.
• 4+ years of experience in estate planning and trust administration.
• Understanding of trusts, estate planning documents, and tax rules.
• Ability to draft estate plans and trust documents independently.
• Experience analyzing complex trust instruments.
• Ability to prepare gift and estate tax returns.
• Strong written and verbal communication skills.

Education

• J.D. from an accredited law school.

Certifications

• Active Georgia Bar license.

Skills

• Strong organizational and time management skills.
• Confidence in client-facing roles.
• Ability to thrive in a busy, client-focused environment.

Benefits

• Comprehensive benefits package including personal time off.
• Medical, dental, and vision insurance.
• 401(k) plan.

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