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Job Details

Trust and Estate Planning Attorney

Company name
BCG Attorney Search

4-20 yrs required

Oklahoma City, OK, United States


Posted on
Oct 27, 2023


A law firm in Oklahoma City, OK, is seeking a Trust and Estate Planning Attorney to provide legal counsel and representation to clients on matters related to trusts, estates, wealth planning, and taxation. The ideal candidate will have a strong background in estate tax rules and regulations, possess a valid Oklahoma Bar license, and have prior experience in handling business transactions.

Job Details:


  • Communicates with clients to identify legal needs and concerns, providing advisement or representation in alignment with Firm expectations.
  • Drafts a wide variety of trust, estate plan, and related documents accurately and in a timely manner.
  • Provides advice to clients on issues regarding wealth, property, taxation, planning, charitable gifts, wills, and gifts, among others.
  • Researches applicable legal and regulatory matters for clients, ensuring lawful best practices and application.
  • Applies broad and in-depth representation for complex estate, tax, and wealth planning matters.
  • Manages multiple trust and estate matters simultaneously.
  • Maintains an in-depth knowledge of estate tax rules and regulations, as well as applicable best practices.
  • Handles matters pertaining to probate, inheritance, trusts, and estates.
  • Participates in Firm meetings or colleague matters to proactively develop solutions to clients' needs.
  • Finds ethical solutions to clients' legal matters or needs.
  • Participates in business social activities that generate new clients and/or more legal work for the Firm.
  • Maintains best practices with the law and respective Bar Association(s) in practicing law.
  • Performs administrative functions related to matter or case management, the practice of law, and Firm requirements.


  • Valid, good-standing Oklahoma Bar license.
  • Five years of prior law practice experience handling business transactions (7 years preferred).
  • Experience using Rocket Matter is a plus.
  • Prior experience with Wealth Counsel is preferred.


  • Juris Doctor (J.D.) from an accredited law school.


  • Valid Oklahoma Bar license.


  • Excellent communication and client interaction skills.
  • Strong legal research and analytical abilities.
  • Proficiency in drafting legal documents.
  • In-depth knowledge of estate tax rules and regulations.
  • Multi-tasking and time management skills.
  • Ethical decision-making and problem-solving abilities.
  • Networking and business development skills.
  • Administrative and case management proficiency.

Job Location: Oklahoma City, OK

Benefits offered:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance

Company info

BCG Attorney Search
10777 Westheimer, Suite 1100
United States 77042
Phone : (713) 270-1199
Fax : (213) 895-7306

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