Job Title: Associate Attorney - Estates Planning & Administration
Overview:
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!