Wealth Management Attorney
2 months ago
At Jobot, we are committed to delivering outstanding legal services tailored to the unique needs of our clients. Our focus is on fostering strong relationships and providing innovative solutions to complex legal challenges. Our team exemplifies qualities of adaptability, inquisitiveness, and perceptiveness, ensuring that every client receives exceptional legal representation customized to their requirements.
Why Join Us:
- Supportive and collaborative work culture
- Stimulating and rewarding legal work
- Comprehensive benefits package
Position Overview:
We are seeking a talented Trust and Estates Associate to become a vital part of our legal team. The successful candidate will possess expertise in estate planning, probate processes, tax return preparation related to gifts and estates, and trust management. In this role, you will deliver thorough legal guidance to clients concerning estate planning, trust management, probate matters, and associated tax considerations.
Key Responsibilities:
- Craft individualized estate plans that align with clients' financial aspirations.
- Analyze and draft intricate estate planning documents.
- Counsel clients on strategies for tax-efficient wealth preservation.
- Advocate for clients in probate cases and estate management.
- Assist trustees and fiduciaries with trust management issues.
- Keep abreast of legislative changes in estate planning to offer current advice to clients.
- Maintain meticulous records of client communications and case progress.
Requirements:
- Juris Doctor (J.D.) degree from an accredited institution.
- Valid license to practice law in Missouri.
- 2-6 years of relevant experience in estate planning and probate law.
- Strong knowledge of estate and gift tax regulations, trust management, and probate processes.
- Excellent verbal and written communication skills.
- Proven history of providing high-quality legal services.
- Detail-oriented with the capability to handle multiple responsibilities and deadlines.
- Dedication to ongoing professional growth in estate planning and probate law.
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