Associate Attorney - Trusts & Estates

Remote Options/Office

Hours:

On-Site/Hybrid

Classification: Attorney

Reports to: Practice Area Manager

The Associate Attorney – Trusts & Estates supports Senior Attorneys and Partners in practice areas including estate planning, trust formation and administration, probate proceedings, fiduciary representation, asset distribution, tax-related matters, and contested trust or estate disputes. The role requires strong organizational, interpersonal and communication skills, excellent research and writing skills, and the Associate Attorney – Trusts & Estates must be able to multitask and manage a large caseload while fostering teamwork, collaboration, and a positive firm culture.

This role requires a self-starter who is willing and open to learning new skills as well as taking initiative and being proactive.

JKZ employees are expected to “Think Outside the Box,” applying creativity, sound judgment, and initiative to deliver thoughtful solutions and exceptional client service. Associate Attorneys are expected to model and uphold JKZ’s mission, vision, and values in all professional interactions and to consistently produce work that meets or exceeds the JKZ Standard.

Direct Reports: N/A

The following Sections 1 through 5 include all duties and responsibilities which are typical of Associate Attorney’s duties in the Trusts & Estates department. However, depending on the role, an Associate Attorney may be more heavily involved in certain sectors within the department. Section 6 is applicable to all Associate Attorneys.

• Legal Drafting & Advocacy
  • Draft and review wills, trusts, powers of attorney, advance healthcare directives, and related estate planning documents.
  • Prepare probate petitions, trust administration pleadings, accountings, objections, and settlement agreements.
  • Draft persuasive briefs, declarations, and supporting documents for contested probate or trust litigation matters.
  • Represent clients in probate court hearings, mediations, settlement conferences, and trust or estate trials.
  • Prepare and review federal gift and estate tax returns, including Forms 706 and 709.
  • Manage all aspects of trusts and estates matters, including estate planning, probate, trust administration, and fiduciary disputes.
  • Identify and analyze key legal and financial issues involving asset distribution, fiduciary duties, beneficiary rights, and tax considerations.
  • Supervise paralegals and support staff handling document preparation, filings, and administrative tasks.
  • Ensure compliance with statutory requirements, court rules, and all filing and notice deadlines.

• Client Counseling & Communication
  • Advise clients on estate planning options, probate and trust administration processes, and dispute resolution strategies.
  • Guide clients through complex legal procedures with clear explanations and practical recommendations.
  • Review asset inventories, fiduciary accountings, tax documents, and supporting financial records.
  • Maintain consistent, compassionate communication with clients, beneficiaries, trustees, and personal representatives, often during sensitive circumstances.

• Legal Research & Financial Analysis
  • Conduct legal research on trusts and estates statutes, case law, tax rules, and local probate court procedures.
  • Analyze financial information including asset valuations, tax returns, trust accountings, and estate expenses.
  • Identify tax implications and coordinate with accountants or financial advisors as needed.
  • Prepare legal memoranda and strategic recommendations based on research and financial analysis.

• Court & Negotiation Work
  • Appear in probate court for petitions, accountings, contested hearings, and trials.
  • Participate in settlement negotiations and mediations involving trust and estate disputes.
  • Present evidence, examine witnesses, and argue motions in contested matters.
  • Draft and negotiate settlement agreements, stipulations, and court orders resolving probate and trust issues.

• Professional Development, Performance & Productivity Requirements
  • Participate in at least six (6) professional or business development activities annually (beyond required MCLE).
  • Meet or exceed annual billable hour…