Trust and Estates Associate Attorney

BCG Attorney Search; New York (NY); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player in New York City is seeking a motivated Associate Attorney specializing in estate planning and wealth preservation. This role offers the opportunity to work closely with clients, delivering customized legal strategies that protect legacies and optimize wealth transfer. Ideal candidates will have 3-5 years of relevant experience, a Juris Doctor degree, and a strong understanding of estate and tax laws. Join a collaborative environment where your expertise will make a significant impact on clients' lives and their financial futures.

Benefits

401(k) retirement savings plan

Health and dental plan support

Disability coverage

Qualifications

• 3-5 years of experience in estate planning or trust and estate law.
• Licensed to practice law in New York and in good standing.

Responsibilities

• Craft and implement tailored estate plans including wills and trusts.
• Advise clients on wealth preservation and tax implications.

Skills

Legal Drafting

Analytical Abilities

Client Management

Organizational Skills

Interpersonal Communication

Understanding of Tax Rules

Estate Planning Software

Trust and Estate Administration

Education

Juris Doctor (J.D.)

Bachelor's Degree

Additional Coursework in Tax Law

Tools

Estate Planning Software

Legal Research Tools

Job description

A law firm based in New York City is in search of an Associate Attorney with a focused background in estate planning and wealth preservation. This role is designed for a motivated legal professional with 3 to 5 years of relevant experience, who is ready to take on high-level responsibilities in a collaborative, client-centric environment. The selected candidate will work closely with individuals, families, and fiduciaries to deliver customized legal strategies aimed at protecting legacies and optimizing the transfer of wealth.

Key Responsibilities

• Craft and implement tailored estate plans including the preparation of wills, revocable and irrevocable trusts, and powers of attorney.

• Analyze each client’s personal and financial landscape to deliver individualized planning strategies.

• Advise clients on wealth preservation, succession planning, and tax implications related to estate transfers.

• Handle all aspects of trust and estate administration, including filings, accountings, and interfacing with courts, beneficiaries, and other professionals.

• Draft sophisticated estate planning documents and oversee document execution per legal formalities.

• Monitor and interpret changes in estate and gift tax laws to ensure compliance and proactive planning.

• Collaborate with partners and other attorneys across practice areas to provide comprehensive client service.

• Maintain confidential client relationships with professionalism and empathy.

Ideal Candidate Profile

• Possesses 3–5 years of hands-on experience in estate planning or trust and estate law.

• Licensed to practice law in the State of New York and be in good standing.

• Demonstrates a deep understanding of federal and state tax rules affecting estate planning.

• Comfortable managing complex legal matters with precision and discretion.

• Adept at managing a range of client personalities and needs with a polished, service-oriented approach.

Educational Background

• Juris Doctor (J.D.) from an accredited U.S. law school.

• Bachelor’s degree completed before law school.

• Additional coursework or certifications in tax law or estate planning are a plus, though not required.

Core Skills & Attributes

• Exceptional legal drafting and analytical abilities.

• Strong organizational skills with a proven ability to manage multiple client matters simultaneously.

• Excellent interpersonal communication and client management capabilities.

• Familiarity with trust and estate administration procedures in New York.

• Knowledge of estate planning software and legal research tools.

• Self-starter with a high degree of personal integrity and accountability.

Compensation & Perks

• Participation in a 401(k) retirement savings plan with employer contributions.

• Health and dental plan support to promote well-being.

• Disability coverage to safeguard financial stability.