Estate Administration Attorney

Zaddy Solutions; 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

Zaddy Solutions in Melville, NY seeks an experienced Trust & Estates Administration Attorney to join our in‑office team. The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues.

You will advise clients, draft and review complex documents, coordinate with advisors, and manage guardianship and Medicaid planning matters, while building long‑term client relationships in a collaborative environment.

Qualifications

• J.D. from an accredited law school.
• Admission to NYS Bar or eligibility.
• 3+ years in trust and estate planning/administration.
• Strong knowledge of estate, gift, and fiduciary income tax.
• Excellent drafting, analytical, and communication skills.
• Ability to manage multiple matters and deadlines.
• Strong interpersonal skills and client-focused mindset.

Responsibilities

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

Skills

Estate planning

Trust administration

Legal drafting

Client counseling

Multi-tasking

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