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Planning Attorney with 5+ years of estate and trust experience - (Stockbridge, GA)

Stockbridge office of our client seeks estate planning/estate and trust administration attorney with 5+ years of background. The applicant will schedule and prepare for estate administration consultations. Will prepare various probate and trust administration documents. Confirm and inventory the type, title and value of trust and estate assets. Calendar dates and deadlines relevant to estates and trusts. Maintain tax return calendars for trusts and estates. Manage database tracking client details, correspondence, tasks, and updates. Correspond with clients via email and phone to answer general and specific questions, seek status updates, track progress of administrations, and assist with re-titling of assets. Correspond with financial institutions to coordinate asset transfer and distributions. Assemble and prepare details required for tax compliance related to estate and trust administration.


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Posted in Stockbridge, GA, Legal
From BCG Attorney Search - 1 month ago