Estate Administration Attorney

H. T. PROF Group; Melville (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Professional development opportunities

Job summary

A well-established law firm in New York is seeking an experienced Trust & Estates Administration Attorney to join their team. The ideal candidate will possess a Juris Doctor degree, have been admitted to the New York State Bar, and hold over 3 years of relevant experience. Responsibilities include advising clients on estate planning, administering trusts, and ensuring exceptional client service. This full-time role offers competitive salary and a comprehensive benefits package.

Qualifications

• 3+ years of experience in trust and estate planning and administration
• Eligibility for admission to the New York State Bar

Responsibilities

• Advise clients on estate planning and prepare necessary documents
• Administer trusts and estates including probate proceedings
• Coordinate with other professionals for comprehensive estate plans
• Handle guardianship and elder law matters

Skills

Strong knowledge of estate, gift, and fiduciary income tax law

Excellent drafting, analytical, and communication skills

Ability to manage multiple matters and deadlines

Strong interpersonal skills and a client-focused mindset

Education

Juris Doctor (J.D.) degree from an accredited law school

Admission to the New York State Bar

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
• 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