Trusts and 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

Trusts and Estates Planning Associate

$160000 - $190000 per year | New York, NY | Hybrid | Permanent

A bit about us:

Our client is a full-service law firm that has been serving clients since 1850, offering competitive salary, excellent benefits package, and a collaborative, friendly environment.

Why join us?

Do you want to work with some of the nations best Clients AND enjoy time at home w/ family? We do too!

• Meaningful and Impactful Work!
• Competitive Base Salary!
• Competitive Bonus Package!
• Complete Benefits Package!
• Flexible Work Schedules!
• Accelerated Career Growth!
• Fun Company Activities!

Job Details

Job Duties

• 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.

Requirements

• 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.
• Tax, special needs planning and elder law experience are a plus.
• Excellent written and verbal communication skills.
• Strong professional judgment, problem-solving and decision-making skills.
• Ability to communicate professionally with internal and external clients.
• Proactiveness, resourcefulness, and a strong work ethic.
• Ability to work independently and multi-task required.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.