Estate Administration Attorney

Top Echelon Software, LLC; Melville (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Job summary

Our client, a well-established law firm in New York, seeks an experienced Trust & Estates Administration Attorney to lead estate planning and trust administration in a collaborative, in-office setting. The role emphasizes client relationships and long-term planning.

The ideal candidate has 3+ years in trust and estate practice, strong tax knowledge, and excellent drafting and communication skills, with NY Bar admission and a JD from an accredited school.

Qualifications

• J.D. from an accredited law school.
• Admission to the New York State Bar (or eligibility).
• 3+ years of experience in trust and estate planning and administration.
• Strong knowledge of estate, gift, and fiduciary income tax law.
• Excellent drafting, analytical, and communication skills.

Responsibilities

• Advise clients on estate planning, including wills, trusts, powers of attorney, and advance directives.
• Counsel wealth transfer strategies, charitable giving, and tax planning.
• Administer trusts and estates, including probate proceedings and Surrogate's Court filings.
• 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.

Skills

Estate planning

Trust administration

Tax knowledge

Drafting & writing

Client communication

Multi-matter management

Education

Juris Doctor (J.D.)

New York State Bar admission

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