Estate Planning and Business Attorney

Profile

Job Overview

A law firm seeks an experienced attorney with 3-4 years of estate planning or business practice experience to join their Findlay, Ohio office.

Duties

• Draft and review estate planning documents, including wills and trusts.
• Advise clients on estate planning strategies and tax considerations.
• Assist with trust and estate administration, including probate filings.
• Conduct legal research related to estate, tax, and trust matters.
• Collaborate with partners on complex estate planning matters.
• Communicate with clients and professionals involved in planning processes.
• Maintain organized client files and ensure legal compliance.
• Participate in client meetings and develop tailored estate planning recommendations.
• Prepare and manage entity formation documents for various business structures.
• Draft corporate governance documents and conduct UCC filings.
• Conduct legal due diligence and summarize findings.
• Review and monitor legislation impacting services and processes.
• Draft transactional documents, including purchase agreements.
• Conduct legal research related to business matters.
• Collaborate with partners on business organization and transactions.
• Communicate with clients and professionals in business processes.
• Participate in client meetings and address client needs.

Requirements

• Strong sense of service to clients and colleagues.
• Ability to handle multiple projects and priorities.
• Willingness to grow and learn.
• Strong professionalism and work ethic.
• High level of organization and attention to detail.
• Effective and professional communication skills.
• Ability to work well in a team environment.

Education

• Juris Doctor (JD) degree required.

Certifications

• Licensed to practice law in Ohio.

Skills

• Proficiency in legal research and drafting.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.

Benefits

• Student loan repayment program with employer match.
• Paid parental leave.
• Collegial work environment.
• Opportunity for professional growth and skill development.

Company info

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