Estate Administration Attorney — Trust & Estates Pro

Connectly Recruiting

Melville (NY)

On-site

USD 125,000 - 150,000

Full time

2 days ago
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Benefits offered by this job

Health insurance
Retirement plan
Paid time off
Professional development

Job summary

Connectly Recruiting is seeking a well-established law firm’s Trust & Estates Administration Attorney in New York, to join a collaborative team. The role focuses on estate planning, trust administration, elder law, and related tax matters, with a strong client-facing component and long-term relationship building.

The ideal candidate has a J.D., NY State Bar admission, 3+ years in trust/estate planning and administration, and excellent drafting and communication skills.

Qualifications

  • J.D. from an accredited law school.
  • Admitted to New York State Bar or eligible.
  • 3+ years 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 all aspects of estate planning, including wills, trusts, powers of attorney, and advance directives.
  • Counsel on wealth transfer strategies, charitable giving, and tax planning.
  • Administer trusts and estates, including probate proceedings 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 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
Legal drafting
Client communication
Time management

Education

Juris Doctor (J.D.)

Job description

Connectly Recruiting is seeking a well-established law firm’s Trust & Estates Administration Attorney in New York, to join a collaborative team. The role focuses on estate planning, trust administration, elder law, and related tax matters, with a strong client-facing component and long-term relationship building.

The ideal candidate has a J.D., NY State Bar admission, 3+ years in trust/estate planning and administration, and excellent drafting and communication skills.

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