Estate Planning Associate Attorney Job in Provo, UT Near Me - 268978 | BCGSearch.com

Estate Planning Associate Attorney

Type Full-Time

Location Utah - Provo

Job ID 92QF268978

Experience Level Junior Associate

Job Experience Min. 2 - Max. 8 Years

Ranking 3 : Mostly Business $$$

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

Practice Areas Trusts and EstatesEstate & Tax PlanningLitigation - Trusts & Estates - DefenseLitigation - Trusts & Estates - PlaintiffsTrusts and Estates - General

2022-08-22 06:05:03

Provo office of our client seeks an estate planning associate attorney with 2+ years of experience. The candidate will work as a part of the team to prepare, review, and implement the highly customized estate planning and asset-protection plans. Work closely with clients and team members to prepare (i.e., draft) customized estate planning and asset protection plans. Participate in the preparation, application, review, and execution of all areas within the firm. Responsible to be mentored by attorneys, learning from a motivated team, receiving and implementing constant feedback given by team members, proactively growing in the role, and adapting quickly to a fast-paced environment. Clearly outline notes and project information to ensure quality at the source. Prepare initial drafts of documents and thoroughly review drafted documents (e.g., wills, health care directives, powers of attorney, grantor trusts, non-grantor trusts, trust administration, and probate). Proactively support and assist the law team. Provide clients with an elevated and customized experience by consulting with clients to discern their wishes and gather information for drafting the appropriate documents. Succinctly and confidently communicate high-level concepts of estate planning. Meet internal and external deadlines. Promptly and effectively communicate via mail, email, phone, virtual meeting, and in-person interaction to engage clients and to inform team members of client status. Advice on the estate, gift, GST, and income tax matters, along with proper administration of trusts and post-death procedures. Build relationships and communicate with financial advisors, accountants, and other members involved in a client's estate. Develop a client following to increase firm revenue and track all billable and non-billable work. Perform all other duties as assigned. Complete CLE requirements, as required. Must be licensed with the state of Utah.

The candidate must have a Juris Doctor degree. Additional licensure or education, such as MAcc, LL.M., MPA, or MBA, would be helpful. Those with a tax background are preferred. Must have the ability to apply concepts and knowledge to effectively recommend and implement estate planning and tax strategies - both oral and written. Excellent communication skills - both oral and written - are needed. Must have demonstrated experience with relevant firm software programs such as MS Office applications (Word, Outlook, and Excel).

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