Private Clients Associate Attorney

Verrill Dana LLP; Greenwich (CT); Hybrid; USD 165,000 - 170,000; Full time

Job summary

Verrill Dana LLP in Greenwich, CT seeks an Associate to join the Private Clients & Fiduciary Services Group. The successful candidate will assist with sophisticated estate planning, trust administration, and probate work, collaborating with attorneys and advisors in a hybrid role with four in-office days weekly.

Qualified candidates hold a JD from an ABA-accredited school, Connecticut Bar admission or eligibility, and at least four years of experience.

Qualifications

• Juris Doctor degree from an ABA-accredited law school.
• Active Connecticut State Bar membership or eligibility to obtain admission promptly.
• At least four years of experience in estate planning, trust administration, and probate administration.
• Advanced research and writing skills with proficiency in WestLaw.
• Exceptional written and oral communication skills.
• Strong analytical and problem-solving abilities.
• Experience managing multiple projects and deadlines.
• Ability to work independently and in cross-functional teams.
• Excellent time management and organizational skills; attention to detail.
• Proficiency in Microsoft Office Suite and related software.

Responsibilities

• Drafting and implementing sophisticated estate planning documents, including wills, trusts, powers of attorney, health care directives, deeds, beneficiary designation forms, revocable trusts, and other estate planning documents.
• Conducting legal research regarding probate and estate planning.
• Counseling clients regarding estate, gift and transfer tax planning.
• Advising fiduciaries on trust and estate administration matters.
• Handling probate and trust administration matters from inception through closing.
• Preparing and reviewing estate and gift tax returns.
• Collaborating with financial advisors and other professional advisors.
• Participating in business development and client relationship activities.
• Contributing to the continued growth of the practice.

Skills

Research

Legal writing

Communication

Team collaboration

Time management

Education

Juris Doctor (ABA-accredited)

Connecticut State Bar admission or eligibility

Tools

WestLaw

Microsoft Office

Job description

Job DetailsJob Location: Greenwich Office - Greenwich , CT 06830Position Type: Full TimeSalary Range: $165,000.00 - $170,000.00 Salary/yearVerrill is seeking an Associate to join our Private Clients & Fiduciary Services Group in our Greenwich Connecticut office. As one of New England’s leading full-service law firms, Verrill offers the opportunity to do meaningful work alongside exceptional colleagues in a collaborative, supportive, and professional environment. We are committed to attracting talented individuals who are dedicated to excellence, client service, and continuous growth and development in their careers.

Position Overview and Responsibilities

Our Private Clients & Fiduciary Services Practice Group is among the most experienced in New England. Our attorneys work closely with individuals and families to understand the clients’ priorities and goals and their intentions for the legacies they wish to achieve. We represent a diverse client base, including high-net-worth individuals, fiduciaries, and organizations, in all aspects of trust and estate work. The successful candidate will collaborate closely with attorneys and professional advisors while providing practical, client-focused counsel and contributing to the continued growth of the Private Clients and Fiduciary Services practice. Candidates must be able to work a hybrid schedule with at least four (4) in-office days per week.

Responsibilities include, but are not limited to:

• Drafting and implementing sophisticated estate planning documents, including wills, trusts, powers of attorney, health care directives, deeds, beneficiary designation forms, revocable trusts, and other estate planning documents.
• Conducting legal research regarding complex procedural and substantive issues related to probate and estate planning.
• Counseling clients regarding estate, gift and transfer tax planning.
• Advising fiduciaries on trust and estate administration matters.
• Handling probate and trust administration matters from inception through closing.
• Preparing and reviewing estate and gift tax returns.
• Collaborating with financial advisors and other professional advisors.
• Participating in business development and client relationship activities.
• Contributing to the continued growth of the practice.

Experience and Qualifications

• Juris Doctor degree from an ABA-accredited law school.
• Active membership in good standing with the Connecticut State Bar or eligibility to obtain admission within a reasonable amount of time.
• At least four (4) years of experience in estate planning, trust administration, and probate administration.
• Advanced research and writing skills including proficiency with legal research tools, including WestLaw.
• Exceptional written and oral communication skills.
• Excellent analytical and problem-solving skills.
• Experience implementing and managing multiple projects.
• Experience working as part of a team, independently, and with cross-functional teams.
• Strong interpersonal, customer service, and organizational skills, with keen attention to detail.
• Excellent time management and prioritization skills, with the ability to meet deadlines, delegate effectively, and thrive in high-paced environments.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and related software.

Compensation and Benefits

The anticipated base salary range for this position is $165,000 - $170,000. This is Verrill’s good faith estimate of the annual salary for the position at the time of this posting for the indicated location. Final base salary will be determined by several factors including, but not limited to skills, experience, job-related qualifications, and other market factors. This range represents only one component of a comprehensive compensation and benefits package at Verrill.

Verrill is an equal opportunity employer. We encourage applicants from all cultures, races, colors, religions, sexes, national or regional origins, ages, disability status, sexual orientation, gender identity, military status, protected veteran status, and other statuses protected by law.

Applications will be reviewed in the order they are received, and the position will remain open until filled.