Estate Planning Associate

Job Overview

A law firm seeks an Estate Planning Associate in Chicago, IL. The position requires a professional with over four years of experience in estate planning to draft documents, manage client matters, and deliver high-quality work independently. The role involves direct client engagement and collaboration within a team.

Duties

• Draft estate planning documents, including trusts and promissory notes.
• Analyze and summarize existing trust documents.
• Assist with modifications to irrevocable trusts.
• Prepare and file gift and estate tax returns.
• Draft professional client correspondence and respond to inquiries.
• Manage multiple client matters with timely delivery.
• Collaborate with senior attorneys and support staff.
• Participate in client meetings as a trusted team member.

Requirements

• J.D. from an accredited law school.
• Active Illinois Bar license in good standing.
• 4+ years of experience in estate planning and trust administration.
• Understanding of trusts, estate planning documents, and tax rules.
• Ability to draft estate plans and trust documents independently.
• Experience analyzing complex trust instruments.
• Ability to prepare gift and estate tax returns.
• Strong written and verbal communication skills.

Education

• J.D. from an accredited law school.

Certifications

• Active Illinois Bar license.

Skills

• Proven ability to draft estate plans independently.
• Experience with high-net-worth clients and sensitive family dynamics.
• Organizational and time management skills.
• Confidence in client-facing roles.

Benefits

• Comprehensive benefits package including personal time off and firm-paid holidays.
• Medical, dental, and vision insurance.
• 401(k) plan.