Probate and Trust Counselor

6 days ago


Madison, Wisconsin, United States Jobot Full time
About the Role

We are seeking a highly motivated and experienced Trust and Estate Attorney to join our dynamic team at Jobot. In this role, the successful candidate will be responsible for handling a diverse caseload, including estate planning, trust administration, and probate matters.

Key Responsibilities
  • Provide comprehensive legal counsel on all aspects of estate planning and administration, including the drafting of wills, trusts, and other estate planning documents.
  • Advise clients on the legal and tax implications of their estate plans.
  • Represent clients in probate and trust administration matters, including court appearances and negotiations with opposing counsel.
  • Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans.
  • Conduct legal research and prepare legal memoranda on complex trust and estate issues.
  • Maintain up-to-date knowledge of laws and regulations related to trusts and estates, and apply this knowledge to client matters.
  • Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring client satisfaction.
Requirements
  • Juris Doctor (JD) degree from an accredited law school.
  • Admission to the state bar.
  • Minimum of 2 years of experience as a Trust and Estate Attorney or Estate Planning Attorney.
  • Demonstrated experience in drafting and implementing complex estate plans.
  • Strong knowledge of trust and estate law, tax law, and probate procedures.
  • Excellent legal research and writing skills.
  • Strong interpersonal skills, with the ability to communicate complex legal concepts to clients in a clear and understandable manner.
  • Ability to handle a high volume of cases and manage multiple priorities and deadlines.
  • Demonstrated commitment to ethical standards and high level of integrity.
  • Proficiency in legal research software and Microsoft Office Suite.


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