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Job Title: Associate Attorney - Estates Planning & Administration

Overview:

A fast paced, growing law firm seeks an Associate Attorney to provide legal support to firm partners who have responsibility over Estate Planning and Administration. The position involves displaying initiative, good judgement, professionalism, follow-through on different assignments and the ability to work independently. Exceptional client service skills and a keen sense of detail are a must. The ideal candidate will have 2-3 years of related experience practicing in Estates Planning and Administration.

Job Duties:

  • Represent the firm and provide expert legal guidance on a variety of estate planning matters, including drafting wills, trusts, powers of attorney and other estate planning documents.
  • Provide legal advice related to tax implications of different estate planning strategies.
  • Prepare and format initial drafts of estate administration filings including petitions, inventories, accountings, final reports, and fiduciary accountings.
  • Advise clients on asset distribution after death.
  • Prepare documents relating to the identification, collection, and valuation of assets.
  • Apply analytical skills to identify and assist in resolving issues; proactively suggest appropriate solutions and recommendations to enhance final work
  • Maintain client records, files and
  • Research, analyze and compile data and information and write reports regarding findings.
  • Engage in direct communication with clients with respect to client intake, information gathering and administration.
  • Draft engagement letters and assist with client invoicing and expense recovery.
  • Provide legal research, drafting and reviewing support.
  • Execute special projects successfully.

Qualifications:

  • Completion of Juris Doctor program.
  • Passed the Maryland Bar.
  • 2-3 years of Estates Planning and Administration practice.
  • Excellent legal research and investigation skills.
  • Excellent analytical and organization skills with a high level of attention to detail.
  • Exceptional client service skills with the ability to lead client meetings independently.
  • Strong written and verbal communication skills.
  • Complete discretion and ability to work with confidential
  • Knowledge of legal research, writing and background.
  • Working knowledge and competency with various case management software platforms.
  • Ability to prepare memos and decisions.
  • Ability to follow directions and procedures.
  • Ability to prioritize workload and assignments.
  • Proficiency using Adobe PDF creator and editor.
  • Proficient using Microsoft Office 365 products (Outlook, Word, Excel, SharePoint, Teams)
  • The ability and desire to work in a fast-paced environment.
  • High level of initiative and the ability to work both independently and collaborate with a team.
  • Positive, pro-active, professional attitude.

Liff, Walsh & Simmons offers a competitive compensation package, comprehensive health benefits, retirement plans, professional development opportunities, and a collaborative work environment.

If this sounds like you, this is your opportunity to make a difference. Please submit your resume and cover letter to careers@liffwalsh.com. Liff, Walsh & Simmons is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Be part of something bigger, where your passion meets purpose!

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