Trust and Estates Attorney

BCG Attorney Search; Latham (NY); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Equal opportunity employer

Job summary

BCG Attorney Search seeks a dedicated Trust and Estates Attorney for its Latham, NY office. A Juris Doctor and at least three years' experience in estate administration and planning are required.

The role involves managing probate and trust administration, developing planning strategies, and collaborating with colleagues. The ideal candidate demonstrates strong communication and problem-solving abilities in a fast-paced environment.

Qualifications

• Juris Doctor degree.
• Licensed to practice law in New York.
• Minimum of three years of experience in Trust and Estates.
• Proficient in legal case management software, preferably Clio and/or NetDocuments.
• Wealth Docs experience preferred.
• Proficient in Microsoft Office Suite.

Responsibilities

• Manage estate administration, including probate and trust administration.
• Develop and implement trust and estate planning strategies.
• Collaborate with team members and work independently as needed.
• Maintain organization and attention to detail in a fast-paced environment.

Skills

Superior communication

Critical thinking

Organized/detail-oriented

Teamwork/independence

Education

Juris Doctor

Tools

Clio

NetDocuments

Wealth Docs

Microsoft Office

Job description

Job OverviewA law firm seeks a dedicated Trust and Estates Attorney with over three years of experience in Estate Administration and Trust and Estate Planning for their Latham, NY office. The ideal candidate will demonstrate superior communication skills and the ability to work effectively under pressure.

Duties

• Manage estate administration, including probate and trust administration.
• Develop and implement trust and estate planning strategies.
• Collaborate with team members and work independently as needed.
• Maintain organization and attention to detail in a fast-paced environment.

Requirements

• Juris Doctor degree.
• Licensed to practice law in New York.
• Minimum of three years of experience in Trust and Estates.
• Proficient in legal case management software, preferably Clio and/or NetDocuments.
• Proficiency with Wealth Docs preferred.
• Proficient in Microsoft Office Suite.

Education

• Juris Doctor degree.

Certifications

• Licensed to practice law in New York.

Skills

• Superior communication skills.
• Critical thinking and proactive problem-solving abilities.
• Highly organized and detail-oriented.
• Ability to work independently and as part of a team.

Benefits

Equal opportunity employer encouraging candidates from diverse backgrounds to apply.