Planning Attorney with 5+ years of estate and trust experience Job in Stockbridge, GA Near Me - 116023 | BCGSearch.com

Planning Attorney with 5+ years of estate and trust experience

Type Full-Time

Location Georgia - Stockbridge

Job ID FRXR116023

Experience Level Midlevel Associate

Job Experience Min. 5 - Max. 18 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas Trusts and EstatesLitigation - Trusts & Estates - DefenseLitigation - Trusts & Estates - PlaintiffsTrusts and Estates - General

2017-10-09 12:47:48

Stockbridge office of our client seeks estate planning/estate and trust administration attorney with 5+ years of experience. The candidate will schedule and prepare for estate administration consultations. Will prepare various probate and trust administration documents. Confirm and inventory the type, title and value of trust and estate assets. Calendar dates and deadlines relevant to estates and trusts. Maintain tax return calendars for trusts and estates. Manage database tracking client information, correspondence, tasks, and updates. Correspond with clients via email and phone to answer general and specific questions, seek status updates, track progress of administrations, and assist with re-titling of assets. Correspond with financial institutions to coordinate asset transfer and distributions. Assemble and prepare information required for tax compliance related to estate and trust administration. Follow step by step instructions provided by the attorneys for the preparation of estate planning document drafts and eventually diagnose and prescribe said steps. Prepare documents and funding instructions to assist other attorneys and clients with the re-titling of various assets (real estate, stocks, bonds, mutual funds) in order to achieve clients estate planning objectives. Prepare final estate planning documents for execution, and maintain client files by keeping detailed and accurate records related to new and existing clients and utilizing firm software to update and track client activity. Manage correspondence and paperwork for the Estate Planning and Estate Administration Department. Provide information for client review meetings. Answer telephone inquiries including pre-screened and direct phone calls. Maintain business and personal calendars to schedule internal and external meetings, and handle other miscellaneous tasks/projects as assigned. Must preferably have MBA, CPA, LL.M. qualification. Experience with either a financial planning firm, accounting firm, financial institution, life insurance company or investment firm is essential.

The attorneys at this law firm specialize in elder law. Their areas of practice include hospice care, guardianship, estate planning, retirement planning, veteran's benefits, Medicaid planning, trust administration, and more. The firm is located in Georgia.

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