Trusts & Estates Jr. Associate – Estate Planning or Estate Administration

SourcePro Search, LLC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

SourcePro Search, LLC in New York, NY is seeking a Trusts & Estates Jr. Associate to support estate planning and administration for high-net-worth clients. The role involves drafting wills and trusts, assisting with tax filings, and managing assets under supervision.

The candidate should have 1–2 years of experience in Trusts & Estates or estate administration, with strong research and writing skills and knowledge of relevant entities and strategies. This is a NY-based legal opportunity.

Qualifications

• 1–2 years of Trusts & Estates or estate administration experience.
• Knowledge of business entities and estate planning strategies.
• Strong research, writing, and communication skills.

Responsibilities

• Assist in estate planning and estate administration for high-net-worth clients.
• Draft basic wills, trusts, and other estate planning documents.
• Support senior associates in managing estate administration, including tax filings and asset management.
• Conduct legal research and prepare related documentation for client matters.

Skills

Estate planning

Legal research

Legal writing

Communication

Job description

Trusts & Estates Jr. Associate – Estate Planning or Estate Administration

Salary Competitive Location New York, NY

What You'll Do

• Assist in estate planning and estate administration for high-net-worth clients.
• Draft basic wills, trusts, and other estate planning documents.
• Support senior associates in managing estate administration, including tax filings and asset management.
• Conduct legal research and prepare related documentation for client matters.

What You'll Bring

• 1-2 years of experience in Trusts & Estates or estate administration.
• Knowledge of business entities and estate planning strategies.
• Strong research, writing, and communication skills.

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