Associate Attorney
Full-Time
Kiselstein Franckowiak Law Group is looking for an Associate Attorney to provide a full range of estate planning and trust administration services to our clients.
Main Job Duties and Responsibilities
- Meet with prospective clients for first consultations and gather all necessary information to make planning recommendations
- Review the current plan with existing clients and review possible changes or upgrades to the current estate plan;
- Review and draft legal documents on behalf of clients:
– estate plans, including wills
– revocable and irrevocable trusts
– powers of attorney, and
– other estate planning documents - Keep detailed client notes of all meetings and phone calls in the current client platform
- All other projects as assigned
Key requirements and competencies:
- 3 – 5 years of experience with all aspects of estate planning and trust administration
- Licensed attorney by State Bar in Illinois
- State Bar Certified Specialist in Trust, Wills & Probate preferred
- Knowledge of income, gift, and estate tax laws desired
- Notary Public
- Excellent written/verbal communication and organizational skills
- Strong attention to detail and accuracy
- Self-starter with efficient time management and organizational skills
- Ability to thrive in a high-paced environment, requiring exceptional organizational skills, juggling client matters, and adhering to strict deadlines
- Must have experience working with high net worth clients
- Proficient in MS Word
- Preferred WealthCounsel experience
Please click below to apply: