Key Responsibilities:
Trust & Estate Administration

Guide trustees and executors through all phases of trust and estate administration.
Review and interpret trust instruments, wills, and related estate planning documents.
Prepare required notices, inventories, accountings, and distribution schedules.
Coordinate asset marshaling, valuation, and transfer of real property, financial accounts, and business interests.
Communicate with beneficiaries regarding administration status, rights, and expectations.
Advise fiduciaries regarding their duties, risk management, and compliance obligations.

Probate Matters

Prepare and file petitions for probate or administration.
Represent estates and fiduciaries in probate court proceedings.
Oversee creditor claim management, publication requirements, and resolution of liabilities.
Manage timelines and statutory deadlines to ensure compliant and efficient administration.

Tax & Compliance

Client Counseling & Relationship Management

Serve as primary point of contact for clients, beneficiaries, and fiduciaries.
Maintain strong professional relationships with financial institutions, courts, and outside advisors.

Firm Contributions

Support senior attorneys with complex matters involving contested estates or high-net-worth clients.
Assist with drafting estate-planning documents as needed.
Participate in business development, client presentations, and internal process improvements.

Requirements:
Qualifications:

J.D. from an accredited law school; active license in the relevant state.
2–7 years of experience in trusts and estates, probate, or related practice areas (flexible).
Good understanding of estate planning instruments, probate procedures, and fiduciary responsibilities.
Excellent analytical, organizational, and communication skills.
Ability to manage multiple matters simultaneously and work with clients during sensitive situations.
Proficiency with legal research tools and common estate administration software.

Core Competencies: