What are the responsibilities and job description for the Attorney-Business Law, Trust and Estate Planning position at The Schroeder Group | Attorneys at Law?
We are looking for a self-motivated, experienced attorney to join our firm! The right person will develop relationships, provide legal remedies and strategies for clients, counsel and representation, accurately reflect the Firm’s attorney practices and support the Firm’s values and goals.
This position's law practice will focus on trust administration and estate planning. A strong work mindset is essential for success in this role. The major responsibilities are as follows:
- Communicates with clients to identify legal needs and concerns, providing advisement or representation in alignment with Firm expectations.
- Drafts a wide variety of wide variety of trust, estate plan and other related documents accurately and in a timely manner.
- Provides advice to clients on issues regarding wealth, property, taxation, planning and charitable gifts, wills and gifts, among others.
- Researches applicable legal and regulatory matters or clients, ensuring lawful best practices and application.
- Applies broad and in-depth representation for complex estate, tax, and wealth planning matters.
- Manages multiple trust and estate matters simultaneously.
- Maintains an in-depth knowledge of estate tax rules and regulations, applicable best practices as applicable.
- Handles matter pertaining to the realm of probate, inheritance, trusts, and estates.
- Provide advice to clients on issues in how wealth, property, taxation, planning and charitable gifts, wills and gifts, among others.
- Participates in Firm meetings or colleague matters to proactive develop solutions to client’s needs.
- Finds ethical solutions to clients’ matter or legal needs.
- Participates in business social activities that generate new clients and/or more legal work for the Firm.
- Maintains best practices with the law and respective Bar Association(s) in practicing law.
- Performs administrative functions related to matter or case management, practice of the law and Firm requirements.
Required:
- Valid, good standing Oklahoma Bar license.
- At least 5 year prior law practice experience handling business transactions (7 years preferred).
Preferred:
- Experience using Rocket Matter.
- Prior experience with Wealth Counsel.
We offer excellent base pay and bonus compensation, generous PTO, and work-life balance!
Job Type: Full-time
Pay: $60,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Experience:
- Estate planning: 5 years (Required)
License/Certification:
- Oklahoma Bar license (Required)
Work Location: In person
Salary : $60,000 - $250,000