Counsel – Trust & Estates

Jobtailor; New York (NY); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Job summary

Jobtailor seeks a senior Fiduciary Counsel to advise trust companies on fiduciary administration, review and negotiate complex trust and estate documents, and partner with senior leaders in a broad range of fiduciary matters.

You will translate regulatory developments into practical guidance, support audits, and represent the firm in industry groups, with autonomy to influence boards and policy across multiple states.

Qualifications

• JD and active bar admission in good standing
• 10+ years of relevant experience in trust and estate law
• Experience administering complex trusts and estates
• Knowledge of state-specific trust and estate laws preferred
• Strong drafting and project management skills
• Outstanding written and oral communication

Responsibilities

• Advise trust companies on business acceptance and fiduciary administration
• Review and negotiate trust agreements, wills, and related documents
• Partner with Trust Officers, Office Heads, Wealth Planners, Relationship Managers, and external counsel
• Serve as subject matter expert to internal counsel on litigation
• Track regulatory developments and translate them into practical guidance
• Advise Trust Company Boards, Committees, and key projects
• Provide counsel during audits and regulatory examinations
• Present at firmwide Legal Developments Meetings and Training
• Represent the firm in bar associations and industry groups
• Report to Fiduciary Counsel
• Exercise autonomy with direct access to senior management and boards

Skills

Trust and estate law

Fiduciary administration

Document drafting

Negotiation

Project management

Regulatory compliance

Legal research

Communication skills

Industry knowledge

Creative problem solving

Education

JD

Job description

• Advise trust companies on business acceptance and all aspects of fiduciary administration
• Review and negotiate trust agreements, Wills, entity formation documents, release and account settlement agreements, engagement letters, intercompany agreements, and vendor contracts
• Partner with Trust Officers, Office Heads, Wealth Planners, Relationship Managers, and external counsel on complex trust and estate administration matters
• Serve as subject matter expert to internal counsel covering litigation and other areas
• Track legal and regulatory developments and translate them into practical guidance, memoranda, and multistate law reviews
• Advise Trust Company Boards, Committees, and key projects
• Provide counsel during audits and regulatory examinations
• Present at firmwide Legal Developments Meetings and Trust Officer training
• Represent the firm in bar association and industry groups
• Exercise substantial autonomy with direct access to senior management and boards
• Report to Fiduciary Counsel

Requirements

• JD and active bar admission in good standing
• 10+ years of relevant experience
• Deep command of trust and estate law and practical application of trust and estate document provisions
• Knowledge of one or more state-specific trust and estate laws preferred
• Practical experience administering complex trusts and estates, including knowledge of investment structures
• Fluency in rules, regulations, and best practices governing trust, estate, and entity administration, including state and federal banking requirements
• Track record of applying legal principles to complex fact patterns and developing creative solutions to complex business problems
• Outstanding written and oral communication
• Strong drafting and project management skills
• Ability to work effectively with senior internal and external constituencies
• Occasional domestic and overnight travel required

Core Competencies

Demonstrates extensive expertise in trust and estate law, with a strong ability to advise on fiduciary administration and complex legal matters. Proven track record in drafting, negotiating, and managing trust agreements and related documents while ensuring compliance with state and federal regulations.

Highest-signal resume keywords

• JD And Active Bar Admission
• 10+ Years Of Relevant Experience
• Deep Command Of Trust And Estate Law
• Strong Drafting And Project Management Skills
• Fluency In Regulatory Requirements

ATS Optimization Keywords

Hard Skills

• Trust And Estate Law
• Fiduciary Administration
• Document Drafting
• Complex Trust Administration
• Legal Research
• Regulatory Compliance
• Investment Structures
• Negotiation Skills
• Project Management
• Creative Problem Solving

Soft Skills

• Outstanding Written Communication
• Outstanding Oral Communication
• Ability To Work Effectively With Senior Constituencies

Certifications & Qualifications

• Active Bar Admission

Industry Keywords

• Trust Agreements
• Estate Administration
• Regulatory Developments
• Audit Counsel
• Entity Formation
• Vendor Contracts
• Multistate Law Reviews
• Legal Developments Meetings
• Bar Association Representation
• Trust Company Boards