Overview:

We are seeking a highly skilled and detail-oriented Trust and Estate Attorney to join our client’s legal team. The ideal candidate is a strong negotiator and transactional attorney who thrives in estate planning, probate, and trust administration. Litigation experience is not required, but the ability to handle complex legal matters with professionalism and client-focused precision is essential.

Key Responsibilities:

● Prepare probate petitions, wills, trust litigation petitions, and related legal documents.
● Attend court hearings and represent clients in probate and trust matters as needed.
● Analyze client situations, identify legal issues, and develop strategic plans of action to achieve favorable outcomes.
● Communicate effectively with clients regarding estate planning strategies and the distribution of assets.
● Maintain organized and up-to-date client files, ensuring accuracy and confidentiality.
● Represent clients in probate and trust litigation matters, including will contests, breach of fiduciary duty claims, and trust modifications.
● Draft and review pleadings, motions, legal memoranda, and discovery requests/responses.
● Conduct thorough legal research and analyze complex factual and legal issues to support case strategy.
● Participate in mediations, hearings, and negotiations to advocate for clients’ best interests.
● Collaborate with clients, experts, and opposing counsel to drive efficient and strategic case progression.
● Maintain proactive communication with clients throughout each stage of the legal process.
● Manage deadlines and case files with a high level of organization, accuracy, and strategic thinking.

Qualifications:

● Juris Doctor (JD) degree from an accredited law school.
● Active state bar membership in good standing.
● Strong experience in probate, trust, and estate planning law.
● Excellent negotiation and communication skills, both written and verbal.
● Highly organized with strong attention to detail and the ability to manage multiple cases simultaneously.
● Proven ability to analyze complex legal and financial issues with sound judgment and problem-solving skills.
● Client-focused mindset with a commitment to providing exceptional service.