Trust Counsel

Commerce Bancshares
Kansas City
Workplace: OnsiteFull timeUSD 119,000 - 163,000 annuallyFunction: Legal, Risk & ComplianceExperience: 5+ yearsEducation: professionalSkills: ["Communication","Attention to detail","Risk evaluation","Teamwork","Self-management"]

Provide legal and regulatory advice on trust administration across private client trusts, institutional trusts, and estates. Partner with client teams and internal groups to assess risk, review estate and fiduciary documents, and recommend acceptance or declination of trustee or executor appointments. Draft and review complex legal forms, counsel on fiduciary duties and distributions, oversee outside counsel for fiduciary litigation, and support training and regulatory examination readiness.

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Commerce Bancshares
Commerce Bancshares
5 months ago

Trust Counsel

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Last checked: 4 hours agoStatus: Live

Job Summary

Provide legal and regulatory advice on trust administration across private client trusts, institutional trusts, and estates. Partner with client teams and internal groups to assess risk, review estate and fiduciary documents, and recommend acceptance or declination of trustee or executor appointments. Draft and review complex legal forms, counsel on fiduciary duties and distributions, oversee outside counsel for fiduciary litigation, and support training and regulatory examination readiness.
Location: Kansas City
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Advise on risks in the administration of private trusts, institutional trusts, and estates and collaborate with client teams to mitigate risk.
  • •Review estate plan documents where Commerce Trust is trustee or executor; evaluate Commerce’s ability to administer and recommend acceptance or declination.
  • •Draft and review complex business forms and provide counsel on fiduciary duties, discretion, distributions, loans and pledges, trust terminations, and specialty asset administration.
  • •Partner with internal tax teams to monitor income, estate, gift tax, and charitable trust matters and review tax filings including Forms 706, 709, 990, 1040, and 1041.
  • •Serve on governance committees, train trust teams on policy updates, oversee outside counsel for fiduciary litigation, and support regulatory examination information needs.

Pay and Benefits

Salary: USD 119,000 - 163,000 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid Personal

Key Requirements

  • •Juris Doctor degree required.
  • •5+ years of legal experience required.
  • •Active status bar license from Florida, Illinois, Kansas, Missouri, Oklahoma, or Texas required.
  • •Strong knowledge of estate planning, gifting, and tax planning principles and federal/state estate and tax laws.
  • •Proven ability to draft or review fiduciary, real estate, and corporate documents and negotiate terms to mitigate risk.
Experience:5+ yearsTrust administration
Education:Professional (JD, MD, etc.)
Skills:CommunicationAttention to detailRisk evaluationTeamworkSelf-management
Licenses:Florida bar licenseIllinois bar licenseKansas bar licenseMissouri bar licenseOklahoma bar licenseTexas bar license
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft TeamsMicrosoft Outlook

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn