Trust and Estate Planning Attorney
Trust and Estate Planning Attorney

Trust and Estate Planning Attorney

Rochester Full-Time 104000 - 128000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Prepare wills, trusts, and powers of attorney while guiding clients through estate planning.
  • Company: Join Wagner Oehler, a top law firm in Minnesota focused on estate planning and community support.
  • Benefits: Enjoy competitive pay, benefits, and opportunities for professional development.
  • Why this job: Make a real impact by helping clients navigate important life decisions with empathy and expertise.
  • Qualifications: Must be a licensed attorney with 5+ years in estate planning and excellent communication skills.
  • Other info: Work in a supportive team environment dedicated to client empowerment and strategic decision-making.

The predicted salary is between 104000 - 128000 £ per year.

Our expanding law firm is looking for an experienced estate planning attorney. We require a highly analytical applicant with excellent negotiation and organizational abilities who is available to work full time. You will prepare documents such as wills, trusts, and powers of attorney as our estate planning attorney. This role carries a great deal of responsibility and seeks to eliminate questions regarding how an estate should be managed. Our ideal candidate will have extensive estate planning knowledge, be a qualified attorney, and have excellent written communication abilities. Please apply if this describes you!

Responsibilities

  • Supervise administrative staff, paralegals, and law clerks.
  • Complete estate tax analysis, credit shelter trust funding, and disclaimer options.
  • Prepare and file gift and estate tax returns, including 706, 709, M706, and M706Q.
  • Guide and advise clients through all aspects of trust and estate administration.
  • Work with farmers and business owners to establish sound estate plans and succession plans.
  • Attend court proceedings as needed to represent clients.
  • Confer with senior partners and paralegals to effectively move through the civil litigation process.
  • Keep client files properly organized and up to date.
  • Educate clients about options for retirement, donating to charity, and purchasing insurance.
  • Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action.

Qualifications

  • Must have extensive estate planning and estate administration experience.
  • Must have worked in a similar position for 5 years minimum.
  • Must be licensed in the State of Minnesota.
  • Must have worked on estate planning and probate law issues for at least 1-2 years.
  • Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation.
  • Undergraduate degree with a legal background and Juris Doctor degree required.
  • Active membership with the ABA (American Bar Association).
  • Great communication skills, particularly in stressful and emotional situations.

Compensation

$130,000 - $160,000 yearly

About Wagner Oehler, Ltd.

Wagner Oehler, Ltd. is one of the premier law firms in southeastern Minnesota, concentrating on estate planning and administration, real estate title production, and small business law. We look for individuals with a strong sense of community, a focus on details, and a willingness to be part of a growing team. We offer competitive pay, benefits, and development opportunities. We are limited to the following practice areas: Real estate and title examination, farm succession planning, and business law. Our mission is to provide empathetic advice from our skilled legal professionals who are dedicated to empowering clients to make strategic, informed decisions to achieve their desired outcomes.

Trust and Estate Planning Attorney employer: Bighornlaw

Wagner Oehler, Ltd. is an exceptional employer located in southeastern Minnesota, offering a supportive work culture that values community engagement and professional growth. As a premier law firm specialising in estate planning and administration, we provide our employees with competitive compensation, comprehensive benefits, and ample opportunities for career development, making it an ideal place for attorneys seeking meaningful and rewarding work.
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Contact Detail:

Bighornlaw Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trust and Estate Planning Attorney

✨Tip Number 1

Network with professionals in the estate planning field. Attend local legal seminars or workshops to meet other attorneys and potential mentors who can provide insights into the industry and may even refer you to job openings.

✨Tip Number 2

Join relevant legal associations, such as the Minnesota State Bar Association or the American Bar Association. Being an active member can help you stay updated on job opportunities and connect with others in your field.

✨Tip Number 3

Consider volunteering for pro bono estate planning services. This not only enhances your experience but also demonstrates your commitment to the community, which is highly valued by firms like ours.

✨Tip Number 4

Prepare for interviews by familiarising yourself with common estate planning scenarios and recent changes in laws. Being able to discuss these topics confidently will show your expertise and readiness for the role.

We think you need these skills to ace Trust and Estate Planning Attorney

Analytical Skills
Negotiation Skills
Organisational Abilities
Estate Planning Knowledge
Legal Research Skills
Document Drafting
Client Advisory Skills
Communication Skills
Problem-Solving Skills
Knowledge of Estate Tax Laws
Understanding of Probate Law
Attention to Detail
Time Management
Team Leadership
Emotional Intelligence

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your extensive estate planning and administration experience. Include specific examples of your work with wills, trusts, and estate tax returns to demonstrate your qualifications.

Craft a Compelling Cover Letter: Write a cover letter that showcases your analytical skills and negotiation abilities. Mention your experience in supervising staff and guiding clients through complex legal processes, as these are key responsibilities for the role.

Highlight Relevant Qualifications: Clearly state your qualifications, including your Juris Doctor degree and active membership with the ABA. Emphasise your experience in estate planning and probate law, particularly your years of relevant work.

Showcase Communication Skills: Since great communication skills are essential for this position, provide examples of how you've effectively communicated with clients in stressful situations. This could be through case studies or specific instances where your communication made a difference.

How to prepare for a job interview at Bighornlaw

✨Showcase Your Expertise

Make sure to highlight your extensive experience in estate planning and administration. Be prepared to discuss specific cases where you've successfully navigated complex legal issues, as this will demonstrate your analytical skills and knowledge.

✨Demonstrate Strong Communication Skills

Given the emotional nature of estate planning, it's crucial to show that you can communicate effectively with clients. Practice explaining complex legal concepts in simple terms, and be ready to share examples of how you've handled sensitive situations in the past.

✨Prepare for Technical Questions

Expect questions related to estate tax analysis, trust funding, and the preparation of tax returns like 706 and 709. Brush up on these topics and be ready to discuss your experience with them in detail.

✨Emphasise Team Collaboration

Since the role involves supervising administrative staff and working closely with paralegals and senior partners, be prepared to discuss your leadership style and how you foster collaboration within a team. Share examples of how you've successfully managed teams in previous roles.

Trust and Estate Planning Attorney
Bighornlaw
B
  • Trust and Estate Planning Attorney

    Rochester
    Full-Time
    104000 - 128000 £ / year (est.)

    Application deadline: 2027-07-06

  • B

    Bighornlaw

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