Estate and Trust Administration Attorney

Profile

Job Overview

A law firm seeks an Estate and Trust Administration Attorney in Barrington, IL. This full-time, on-site position 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 about 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

• J.D. from an accredited law school.

Certifications

• Active 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