Trust and Estates Attorney

BCG Attorney Search; New York (NY); On-site; USD 180,000 - 270,000; Full time

Benefits offered by this job

Collegial environment

Sophisticated and challenging work

Mentorship and professional growth

Work-life balance

Manhattan location amenities

Job summary

BCG Attorney Search seeks a Trust and Estates Attorney in New York to join its expanding practice. The attorney will draft wills, trusts, and related documents, while guiding clients through planning and execution with a focus on wealth preservation and tax strategies.

The role emphasizes strong drafting skills, client service, and collaboration to support fiduciaries and families in navigating transitions and asset protection.

Qualifications

• Must have NY State admission in good standing.
• 7–10 years of experience in Trusts & Estates.
• Strong drafting and planning skills with tech-savvy approach.
• Excellent client service, communication, and collaboration.
• Knowledge of state and federal estate planning laws.

Responsibilities

• Draft comprehensive estate planning documents from wills to complex trusts.
• Create customized trust agreements including specialized trusts.
• Develop documents for wealth preservation, tax minimization, and asset protection.
• Draft powers of attorney, healthcare directives, and living wills.
• Guide clients through review and execution processes.
• Assist fiduciaries with probate and trust administration.
• Prepare estate and gift tax returns with tax professionals.
• Collaborate on succession planning document creation.
• Work with attorneys and paralegals to meet client objectives.

Skills

Drafting skills

Estate planning law knowledge

Attention to detail

Client communication

Relationship building

Education

JD degree from an accredited law school

Job description

Job Overview

A law firm seeks a Trust and Estates Attorney in New York to join their expanding practice. The ideal candidate will possess exceptional drafting and planning skills to support clients in navigating life's transitions and protecting their assets.

Duties

• Draft comprehensive estate planning documents, from simple wills to complex trusts.
• Create customized trust agreements, including various specialized trusts.
• Develop documents for wealth preservation, tax minimization, and asset protection.
• Draft powers of attorney, healthcare directives, and living wills.
• Guide clients through document review and execution processes.
• Assist fiduciaries with probate and trust administration.
• Prepare estate and gift tax returns with tax professionals.
• Collaborate on succession planning document creation.
• Work with attorneys and paralegals to meet client objectives.

Requirements

• JD degree from an accredited law school and admission in good standing in New York State.
• 7-10 years of experience.
• Experience in Trusts and Estates law with strong drafting skills.
• Technical knowledge of state and federal estate planning laws.
• Ability to leverage technology for efficient work.
• Superior attention to detail and document preparation skills.
• Excellence in client service and communication.
• Ability to build and maintain client relationships.
• Commitment to collaborative work and firm values.

Education

• JD degree from an accredited law school.

Certifications

• Admission in good standing in New York State.

Skills

• Strong drafting and planning skills.
• Technical knowledge of estate planning laws.
• Attention to detail and document preparation.
• Client service and communication excellence.
• Relationship-building abilities.

Benefits

• Collegial, supportive environment.
• Sophisticated and challenging work.
• Professional development opportunities and mentorship.
• Work-life balance.
• Modern amenities in a Manhattan location.