Estate Planning Attorney

Levine Haddad & Gregory, LLC; Springfield (NJ); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

401(k)

Free food & snacks

Paid time off

Medical, Dental and Vision Insurance

Summer Fridays

8+ holidays and discretionary time off

Job summary

Levine Haddad & Gregory, LLC is a growing Trust and Estate firm located in Union County. We currently have openings in our Estate Planning department.

Qualified individuals will have two to five years of experience and possess a strong academic background. Responsibilities include advising clients on estate planning, drafting and reviewing wills, trusts, powers of attorney, and coordinating with other professionals to create comprehensive plans.

Qualifications

• Two to five years of experience in estate planning.
• Strong academic background.
• Excellent interpersonal and client relationship skills.

Responsibilities

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorney and tax strategies
• Draft, review and revise estate planning documents tailored to individual client needs
• Manage complex estates, including those involving business interests, charitable giving and multi-generational planning
• Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans
• Stay current with federal and state laws impacting estate planning, probate and tax matters
• Foster trust and rapport with clients through clear communication, confidentiality and responsive service

Skills

Estate planning drafting

Interpersonal skills

Client relationship building

Tax law awareness

Communication & negotiation

Job description

Benefits

• 401(k)
• Free food & snacks
• Paid time off

Levine Haddad & Gregory, LLC is a growing Trust and Estate firm located in Union County. We currently have openings in our Estate Planning department. Qualified individuals will have two to five years of experience, possess a strong academic background.

Qualifications

• Drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters
• This role requires exceptional interpersonal skills and the ability to develop and maintain long-term client relationships
• Demonstrate expertise in drafting and implementing estate planning documents
• Understanding of estate, gift and generation-skipping transfer tax laws
• Excellent communication, negotiation and problem-solving skills

Benefits

• Medical, Dental and Vision Insurance
• Summer Fridays
• 401(k)
• 8+ holidays and discretionary time off structure
• 17 personal days per year (vacation, sick or otherwise)
• Incentive compensation: you will receive 10% of all closed business you bring to the firm which was not sourced through our clients, referrals or other relationships.

Responsibilities

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys and tax strategies
• Draft, review and revise estate planning documents tailored to individual client needs
• Manage complex estates, including those involving business interests, charitable giving and multi-generational planning
• Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans
• Stay current with federal and state laws impacting estate planning, probate and tax matters
• Foster trust and rapport with clients through clear communication, confidentiality and responsive service

• Job Type: Full-time
• Work Location: In person
• Compensation: $80,000.00 - $150,000.00 per year