Hybrid Trusts & Estates Planning Associate

Jobot; New York (NY); Hybrid; USD 160,000 - 190,000; Full time

Benefits offered by this job

Competitive base salary

Competitive bonus package

Complete benefits package

Flexible work schedules

Accelerated career growth

Fun company activities

Job summary

Jobot seeks a Trusts and Estates Planning Associate in New York, NY. The role involves leading and advising clients on customized estate planning and wealth transfer strategies, probate proceedings, and complex estates.

You will draft and oversee estate planning documents, manage all aspects of trust and estate administration, and oversee the client experience from consultation through signing and follow-up.

Qualifications

• 5+ years of experience in trust and estate planning.
• JD degree required with excellent academic credentials.
• LLM in tax a plus but not required.
• Admitted and in good standing in New York State.
• Excellent written and verbal communication skills.
• Ability to communicate professionally with clients and colleagues.
• Proactive, resourceful, and a strong work ethic.
• Ability to work independently and multi-task.

Responsibilities

• Lead and advise clients and families on customized estate planning and wealth transfer strategies, probate proceedings and planning of complex estates.
• Draft, review, and oversee estate planning documents, including wills, trusts, powers of attorney, advance directives, and related planning tools.
• Manage all aspects of trust and estate administration.
• Manage the client experience from initial consultation through drafting, signing, and follow-up.
• Maintain knowledge of estate planning, tax, and asset protection developments to enable thoughtful legal guidance.

Skills

Estate planning

Trusts and estates

Client counseling

Drafting documents

Education

Juris Doctor (JD)

LLM in Tax (preferred)

Job description

Jobot seeks a Trusts and Estates Planning Associate in New York, NY. The role involves leading and advising clients on customized estate planning and wealth transfer strategies, probate proceedings, and complex estates.

You will draft and oversee estate planning documents, manage all aspects of trust and estate administration, and oversee the client experience from consultation through signing and follow-up.