Estate Administration Attorney

Talent With Heart; Melville (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

Retirement plan

Paid time off

Continuing legal education

Job summary

Talent With Heart seeks an experienced Trust & Estates Administration Attorney to join our client’s team in Melville, NY. The ideal candidate will handle estate planning, trust administration, and related tax issues, providing proactive counsel and durable client relationships in a collaborative, in-office setting.

You will draft and review wills and trust documents, guide fiduciary matters through probate and Surrogate’s Court filings, and work with financial professionals to implement

Qualifications

• 3+ years of experience in trust and estate planning and administration.
• Strong knowledge of estate, gift, and fiduciary income tax law.
• Excellent drafting and communication skills.

Responsibilities

• Advise clients on estate planning, including wills, trusts, powers of attorney, and directives.
• Counsel on wealth transfer strategies, charitable giving, and tax planning.
• Administer trusts/estates including probate and Surrogate's Court filings.
• Draft, review, and interpret complex estate documents and trust agreements.
• Coordinate with financial advisors and other professionals to implement estate plans.
• Handle guardianship and elder law matters (Medicaid planning).
• Maintain ongoing client relationships and provide exceptional service.

Skills

Estate planning

Trust administration

Tax knowledge

Drafting/communication

Education

Juris Doctor (J.D.)

Job description

Our client is a well-established law firm seeking an experienced Trust & Estates Administration Attorney to join their team. The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. This is a full-time, in-office position offering the opportunity to work with a collaborative team and build long-term client relationships.

Key Responsibilities:

• Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives
• Counsel client’s wealth transfer strategies, charitable giving, and tax planning
• Administer trusts and estates, including probate proceedings, Surrogate’s Court filings, and related litigation when necessary.
• Draft, review, & interpret complex estate planning documents and trust agreements
• Coordinate with financial advisors, accountants, and other professionals to implement comprehensive estate plans
• Handle guardianship and elder law matters (Medicaid planning and applications)
• Maintain ongoing client relationships and provide exceptional client service

Qualifications:

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the New York State Bar (or eligibility for admission)
• 3+ years of experience practicing in trust and estate planning and administration
• Strong knowledge of estate, gift, and fiduciary income tax law
• Excellent drafting, analytical, and communication skills
• Ability to manage multiple matters and deadlines in a fast-paced environment
• Strong interpersonal skills and a client-focused mindset

Compensation & Benefits:

• Competitive salary commensurate with experience (125K-150K)
• Comprehensive benefits package, including health insurance, retirement plan, and paid time off
• Professional development and continuing legal education opportunities