Estate Administration Attorney

Keystone Distinction Group; 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

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 role involves advising clients on estate planning and trust issues, drafting legal documents, and administering trusts. Ideal candidates should have a J.D. degree, admission to the New York State Bar, and over 3 years of relevant experience. This full-time position offers a competitive salary and comprehensive benefits within a collaborative team environment.

Qualifications

• J.D. from an accredited law school is required.
• Admission to the New York State Bar is necessary.
• 3 years of experience in trust and estate planning.
• Knowledge of estate and gift tax law is mandatory.
• Excellent drafting and communication skills are needed.

Responsibilities

• Advise clients on estate planning including wills and trusts.
• Counsel on wealth transfer strategies and tax planning.
• Administer trusts and estates, including probate matters.
• Draft and review complex estate planning documents.
• Coordinate with financial advisors to implement estate plans.
• Manage guardianship and elder law matters.

Skills

Estate planning

Trust administration

Tax planning

Client management

Legal drafting

Analytical skills

Interpersonal skills

Education

Juris Doctor (J.D.) degree

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