Estate Planning Attorney

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profile Job Location:

Wheaton, IL - USA

profile Monthly Salary: Not Disclosed
Posted on: 13 hours ago
Vacancies: 1 Vacancy

Job Summary

Estate Planning Attorney

About the Role:

We are seeking an Estate Planning Senior Associate with 5 years of experience to join our Estate Planning Group.

In this role you will work on sophisticated estate planning and estate administration matters with a strong focus on tax-efficient strategies and comprehensive wealth planning. You will also advise clients on related business and financial matters making this a highly strategic and client-facing position.

This role is ideal for an attorney who enjoys combining technical expertise with relationship-building and is looking to take on greater responsibility in managing client engagements.

What Youll Work On:

  • Advanced estate planning strategies for individuals and families
  • Estate and trust administration
  • Tax planning and wealth preservation strategies
  • Advising clients on business and financial matters related to estate planning
  • Drafting complex estate planning documents
  • Building and maintaining relationships with clients and referral sources

Required Skills & Experience:

  • 5 years of experience in estate planning tax planning and related business matters
  • Strong background in finance or accounting
  • Proven experience handling sophisticated estate planning and administration matters
  • Excellent drafting and technical writing skills
  • Strong understanding of tax planning strategies
  • Highly organized and deadline-oriented
  • Strong interpersonal and communication skills
  • Desire for significant client interaction and relationship managemen

What Were Looking For:

  • A detail-oriented professional with a strong work ethic
  • Someone who thrives in a client-facing advisory role
  • A proactive individual who can manage responsibilities independently
  • A team player who values collaboration and high-quality outcomes

Why You Should Join:

This is a unique opportunity to step into a senior-level role where your expertise will be valued your

Estate Planning Attorney About the Role: We are seeking an Estate Planning Senior Associate with 5 years of experience to join our Estate Planning Group. In this role you will work on sophisticated estate planning and estate administration matters with a strong focus on tax-efficient strateg...
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