Estate Administration Attorney

Software Placement Group, SPG; Melville (NY); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Continuing legal education

Job summary

A well-established law firm in Melville, NY is seeking an experienced Trust & Estates Administration Attorney to join its collaborative team in a full-time, in-office role focused on estate planning, trust and estate administration, elder law, and related tax matters, with the opportunity to build long-term client relationships.

You will advise on wills, trusts, powers of attorney, and tax planning; administer probate and Surrogate's Court filings; draft and interpret estate planning documents;

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.
• Ability to manage multiple matters and deadlines in a fast-paced environment.
• Strong interpersonal skills and a client-focused mindset.

Responsibilities

• Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives
• Counsel clients on 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, and 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, including Medicaid planning and applications
• Maintain ongoing client relationships and provide exceptional client service

Skills

Estate planning

Trusts & estates

Legal drafting

Client service

Education

Juris Doctor (J.D.)

Job description

Overview

A well-established law firm in Melville, NY is seeking an experienced Trust & Estates Administration Attorney to join its collaborative team. This is a full-time, in-office role focused on estate planning, trust and estate administration, elder law, and related tax matters, with the opportunity to build long-term client relationships.

What you'll do

• Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives
• Counsel clients on 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, and 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, including Medicaid planning and applications
• Maintain ongoing client relationships and provide exceptional client service

What you'll need

• 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 and benefits

• Competitive salary commensurate with experience ($125,000-$150,000)
• Comprehensive benefits package, including health insurance, retirement plan, and paid time off
• Professional development and continuing legal education opportunities

Why this role

This position offers the chance to work with a collaborative team, build long-term client relationships, and grow professionally through continuing legal education opportunities.