Estate & Trust Administration Attorney (In-Office)

United Future; 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

Job summary

United Future seeks an experienced Trust & Estates Administration Attorney to join its in-office New York team. The candidate will bring a strong background in estate planning, trust and estate administration, elder law, and related tax issues, and will work collaboratively to build long-term client relationships.

The role involves advising on wills, trusts, powers of attorney, probate matters, and complex estate documents, while coordinating with financial professionals to execute comprehensive

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.

Responsibilities

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, and advance directives.
• Counsel 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

Tax knowledge

Drafting

Communication skills

Client service

Education

Juris Doctor (J.D.)

Job description

United Future seeks an experienced Trust & Estates Administration Attorney to join its in-office New York team. The candidate will bring a strong background in estate planning, trust and estate administration, elder law, and related tax issues, and will work collaboratively to build long-term client relationships.

The role involves advising on wills, trusts, powers of attorney, probate matters, and complex estate documents, while coordinating with financial professionals to execute comprehensive