Relationship Manager, Trust Counsel (Hybrid)
Core
Trusted legal advisor to high-net-worth individuals and fiduciaries on trust and estate matters, focusing on administration, probate, and settlement.
Role type
Senior IC trust and estate attorney
Builds
Fiduciary solutions and legal guidance for complex estate settlements
Domain
Legal services / Wealth management
Deliverable
client delivery
Required skills
trust administration, probate proceedings, fiduciary decision-making, estate settlement, regulatory compliance, legal instrument interpretation, risk mitigation
Preferred skills
high-net-worth client relationship management, cross-functional collaboration with wealth advisors and tax professionals
Technologies
N/A
Responsibilities
Advise on trust administration and post-death estate matters; manage probate proceedings and court filings; counsel clients on fiduciary responsibilities and asset distributions; review and interpret wills and trust agreements; mitigate legal and regulatory risks; maintain compliance with company policies and Reg. 9 reviews.
Seniority
Senior, hands-on IC