Estate & Trust Administration Attorney — In-Office

ExcelliSearch, Inc.; 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

Job summary

ExcelliSearch, Inc. seeks an experienced Trust & Estates Administration Attorney for a full-time, in-office role with a well-established law firm.

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.

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

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

Skills

Estate planning

Trust administration

Estate administration

Elder law

Tax law

Drafting

Analytical skills

Communication skills

Multitasking

Education

Juris Doctor (J.D.)

Job description

ExcelliSearch, Inc. seeks an experienced Trust & Estates Administration Attorney for a full-time, in-office role with a well-established law firm.

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.