Trust & Estates Associate Attorney Job at Beacon Hill (Madison)

Trust and Estates Associate Attorney

We are looking for a skilled and motivated Associate Attorney to join our client...

Location

United States , Willow Grove, Fort Washington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active bar license in good standing to practice law in Pennsylvania
A minimum of 2-5+ years of experience requiring attention to detail in Trusts, Estates, and Corporate Law
Strong skills in client management and effective, detail-oriented communication
Ability to perform complex legal research and draft detailed legal documents
Familiarity with corporate and estate taxation processes
Reliable ability to commute to Fort Washington, Pennsylvania, as needed for firm responsibilities
Juris Doctor degree from an accredited law school
Demonstrated ability to handle sensitive and confidential information with discretion

Job Responsibility

Draft comprehensive estate planning documents, including wills, trusts, health care directives, and powers of attorney
Manage estate and trust administration processes, such as preparing settlement agreements, overseeing accountings, and modifying trust agreements
Assist with the formation and governance of business entities, including LLCs, corporations, and partnerships, along with necessary filings under the Corporate Transparency Act
Prepare and negotiate legal documents for business transactions, including purchase agreements, employment contracts, and real estate leases
Conduct detailed legal research in areas such as taxation, corporate law, and estate planning
Review and prepare fiduciary and personal income tax returns with accuracy and attention to detail
Collaborate effectively with other departments or practice areas to support comprehensive client solutions
Maintain strong client relationships by addressing their needs and providing clear communication throughout legal processes
Ensure compliance with legal standards and deadlines in all aspects of work

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Trusts and Estates Associate Attorney

Beacon Hill Legal is partnering with a well-established, full-service law firm i...

Location

United States , Bloomington

Salary:

80000.00 - 110000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

JD from an accredited law school and admission to practice in Illinois
At least 2 years of transactional experience (3-5 preferred)
estate planning experience required
Additional experience in real estate or business transactions a plus
Strong academic background, attention to detail, and client-service orientation

Job Responsibility

Handle estate planning, including drafting wills, trusts, and related documents
Advise businesses and individuals on a range of transactional matters
Draft, review, and negotiate contracts and related documents
Assist in real estate or business-related transactions as needed
Work directly with clients and firm leadership on complex, high-impact legal issues
Build and maintain client relationships within Bloomington and the Central Illinois community

What we offer

Collegial, mentorship-driven environment
Collaborative, growth-oriented culture committed to long-term attorney success

Fulltime

Trust Associate

Seeking an 'Trust Associate' to work in a respected Trust here in ABQ. Looking f...

Location

United States , Albuquerque

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experienced with Microsoft Excel
light QuickBooks as well is helpful
Must have strong interpersonal and communication skills, initiative, dependability, high level of motivation, and the ability to multi-task
Outstanding organizational skills, excellent follow-up skills, detail oriented, and an ability to work well under pressure
Proficiency with Microsoft Office is required
Must be able to pass a background and credit check

Job Responsibility

Open/Closes all assigned trust accounts on trust accounting system
Liaison between various Operations Department functions and the Trust Officer
Maintains a tickler system for all assigned trust accounts, performs duties with a high level of follow-up
Processes payments, distributions, real estate taxes, and estimated tax payments for assigned accounts
Communicates with clients, beneficiaries, portfolio managers, attorneys, CPAs and other trust professionals regarding accounts as assigned
Monitors account activity ensuring compliance with established policies, procedures, rules and regulations
Maintains accurate files and records of assigned accounts
Serves as a back up for Front Desk Administrator
Performs other duties as assigned

What we offer

Medical
vision
dental
life and disability insurance
401(k) plan
free online training

Fulltime

Trusts & Estates Associate

A well-established and growing law firm is seeking a Trusts & Estates Associate ...

Location

United States , Punta Gorda

Salary:

100000.00 - 135000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

2–5 years of trusts & estates, estate planning, or probate experience
Strong drafting skills and attention to detail
Ability to explain complex legal concepts in a clear, client-friendly manner
Relationship-driven with strong interpersonal skills
Organized, responsive, and team-oriented
At least 2 years of experience in trusts and estates, estate planning, probate, or closely related legal work
Active license to practice law and ability to work as a licensed attorney in the applicable jurisdiction
Demonstrated strength in legal drafting with close attention to accuracy and detail
Ability to explain legal concepts in a straightforward, client-focused manner
Strong interpersonal skills and a relationship-oriented approach to client service

Job Responsibility

Draft estate planning documents, including wills, trusts, and related instruments
Manage probate and trust administration matters from start to finish
Conduct legal research and provide practical, client-friendly guidance
Communicate directly with clients, advisors, and internal team members
Participate in client meetings and ongoing relationship management
Take on increasing responsibility for case management and business development

What we offer

Medical, life, AD&D, and long-term disability insurance
401(k) with employer match and profit-sharing potential
Paid time off and holidays
CLE allowance
Business development and client expense budget

Fulltime

Associate Attorney, Estate Planning and Administration

Beacon Hill Legal is staffing a contract-to-hire Associate Attorney role for a b...

Location

United States , Richmond City

Salary:

Not provided

Beacon Hill

Expiration Date

Until further notice

Requirements

Licensed to practice in Virginia (active/in good standing)
1+ years of estate planning and administration experience
Comfortable drafting wills, trusts and other related documents
Strong client advocacy skills

Estate Planning Associate Attorney

A well-established Ohio firm is seeking an experienced associate to join its bus...

Location

United States , Columbus

Salary:

130000.00 - 180000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of Trust & Estates experience in a law firm setting
Strong drafting, analytical, and client-facing skills

Job Responsibility

Draft and review estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
Advise clients on wealth transfer strategies, fiduciary considerations, and tax-efficient planning approaches
Support-and ideally lead-probate and trust administration matters, including court filings, inventories/accountings, and beneficiary communications

Fulltime

Associate Attorney

We are looking for an experienced Associate Attorney to join our dynamic and rep...

Location

United States , Pearl River

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must have a minimum of three years of experience practicing law, with expertise in Trusts, Estates, Tax Law, and Estate Planning
Licensed to practice law in the state of New York
additional bar admissions are a plus
Proficient understanding of basic tax, investment, and accounting principles
Demonstrated ability to work efficiently in a detail-oriented environment and manage multiple priorities
Strong interpersonal and communication skills, with a client-focused approach
Familiarity with Clio case management software is preferred
Self-motivated and committed to delivering high-quality legal services
Align with the firm's values and contribute to a positive and collegial environment

Job Responsibility

Provide expert legal advice and representation in areas such as Estate Planning, Trust Administration, Real Estate, and Litigation
Utilize knowledge of personal finance, tax law, and accounting to guide clients effectively
Build and maintain strong relationships with clients, ensuring their needs are met with attention and care
Collaborate with colleagues to uphold firm values and foster a positive workplace culture
Maintain efficiency and accuracy when working in a fast-paced, team-oriented environment
Leverage technology to streamline legal processes and improve client communication
Stay up-to-date on relevant legal developments and apply them to casework
Prepare and review legal documents, ensuring compliance with applicable laws and regulations

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training

Associate Attorney

This position is focused on supporting high-net-worth individuals, families, and...

Location

United States , Washington, DC

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Active DC Bar membership is required
Demonstrated experience in trusts and estates law, including drafting and managing complex legal documents
Familiarity with high-net-worth estate planning and wealth management strategies
Strong knowledge of tax law and its application within estate planning
Ability to work collaboratively with a team of legal and financial professionals
Excellent written and verbal communication skills
Willingness to work primarily in-office, with occasional remote flexibility

Job Responsibility

Assist in the creation and management of trusts, estate plans, and investment strategies for high-net-worth clients
Collaborate with accountants and tax professionals to develop tax-efficient legal structures and strategies
Draft, review, and tailor legal documents to meet the unique needs of clients
Ensure compliance with relevant laws and regulations while maintaining client confidentiality
Provide guidance to clients on wealth preservation and succession planning across multiple generations
Analyze and prepare contracts and other legal documentation with a focus on trusts and estates
Manage ongoing relationships with clients, addressing their evolving legal needs
Conduct research on tax jurisdictions and financial policies to optimize client benefits
Shadow partners to gain deeper insights into firm practices and client management
Participate in regular client meetings to understand goals and provide strategic legal advice

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

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Trust & Estates Associate Attorney

Job Description

Requirements

What we offer

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