In-house Probate/Estate Planning Attorney-LSA1174

Legal Search Associates, Inc. Published: September 14, 2018
Job Type
Category

Description

A large national financial planning corporation needs a Probate/Estate Planning attorney to join its existing staff of lawyers serving their clients. 

JOB SUMMARY

The Probate/Estate Planning Attorney conducts reviews of current and prospective client estate plans and consults directly with wealth managers. This position requires knowledge of probate law, estate planning and tax issues, as well as advanced research skills to assist in providing possible solutions for complex client issues.

JOB DUTIES

 Reviews and summarizes current and prospective client estate plans for wealth managers to communicate with clients and to identify problems/inefficiencies and opportunities in estate planning

 Directly consults with wealth managers regarding probate/estate planning issues for individual clients

 

REQUIRED EXPERIENCE / QUALIFICATIONS

 Juris Doctorate

 Excellent academic credentials

 High-level multi-tasker

 Excellent written and verbal communication skills

 Efficient, extremely detail-oriented and accurate

 All other duties as assigned

 

PREFERRED EXPERIENCE / QUALIFICATIONS

 Admission to the Missouri & Kansas Bar

If you have this type of experience, please email a message and attached resume to Chuck Loose (cloose@jdhunter.com) or Terry Bashor (tbashor@jdhunter.com) at Legal Search Associates, Inc.  Please reference LSA1174 when doing so.

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