Staff Attorney - Personal and Succession Planning

Profile

Job Overview

A law firm seeks an experienced Staff Attorney to join the Personal and Succession Planning practice group in Cleveland, Ohio. This role supports a wide range of estate administration, estate and gift tax, and trust administration matters.

Duties

• Prepare initial probate papers and court-required filings.
• Value assets using research and approved tools.
• Track and communicate filing deadlines for firm-wide docketing.
• Liaise with courts and government agencies for processing filings.
• Draft deeds and transfer documents to fund revocable trusts.
• Coordinate beneficiary distributions and research state records.
• Gather and organize gift, asset, and debt information.
• Prepare first drafts of estate and gift tax returns.
• Collaborate with external professionals like accountants and advisors.
• Review brokerage statements and prepare beneficiary reports.

Requirements

• Experience in estate administration and trust management.
• Prior work with banks, county auditors, and governmental agencies.

Education

• Juris Doctor (JD) degree.

Certifications

• Bar admission in the state of Ohio.

Skills

• Strong research and analytical skills.
• Excellent communication and organizational abilities.
• Proficiency in preparing legal documents and filings.

Benefits

• Comprehensive health insurance.
• Retirement savings plan.
• Professional development opportunities.

Company info

BCG Attorney Search
200 South Wacker Drive, 31st Floor
Chicago
Illinois
United States 60606
Phone : (312) 321-9411
Fax : (213) 895-7306