Trust & Estate Administration Attorney
A well-established law firm is seeking a Trust & Estate Administration Attorney to join its growing practice. The firm offers an opportunity to work directly with clients and their advisors on estate and trust administration matters, with exposure to federal estate, gift, Generation-Skipping Transfer, and fiduciary income tax matters. This is a client-facing role within a respected legal environment, with the opportunity to develop expertise across estate administration and related tax matters.
The Trust & Estate Administration Attorney will be responsible for assisting clients with the administration of estates and trusts, including court filings, financial and real estate review, accountings, funding calculations, and estate and gift tax matters.
Key Responsibilities:
• Draft court pleadings, proposed orders, notices, and other legal documents
• Communicate directly with clients and their advisors regarding estate and trust administration matters
• Meet with clients to discuss estate and trust administration matters
• Prepare and electronically file pleadings and motions with the Court
• Review real estate records, financial records, and income tax returns related to a decedent’s assets
• Prepare estate and trust accountings and funding calculations
• Advise clients regarding federal estate, gift, Generation-Skipping Transfer, and fiduciary income tax matters
• Prepare federal gift and estate tax returns
• Work with clients and other professional advisors throughout the administration process
Required Qualifications:
• Active Indiana Bar admission in good standing
• Strong interest in trust and estate administration and related tax matters
• Strong written, verbal, and interpersonal communication skills
• Demonstrated ability to work directly with clients and professional advisors
• Strong attention to detail, organization, and problem-solving skills
• Ability to manage multiple priorities in a fast-paced legal environment
• Experience in estate planning, real estate, corporate, or nonprofit matters is helpful but not required
This is an excellent opportunity for an attorney seeking meaningful client interaction and the opportunity to develop expertise in trust and estate administration and related tax matters within a respected legal organization.
About The Agency Recruiting:
The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success.
All career opportunities listed on The Agency Recruiting's official website and official LinkedIn page are verified and deemed credible. Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting.
EEO Statement:
The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.