Trusts & Estates Planning Attorney
3 days ago
New York
• Position – Trusts & Estate Planning Attorney, • Location: Brooklyn, NY (Clinton Hill & Wall St. offices), • Schedule: Hybrid – minimum 3 days in-office per week, • Experience Level: 3+ years in Trusts & Estates, • Employment Type: Full-time About the Role: We are seeking an experienced Trusts & Estates Attorney to join our growing estate planning and administration practice. This position is ideal for a detail-oriented, self-driven professional who excels in both technical legal work and client relationship management. The role involves a blend of sophisticated estate planning, probate administration, and direct client interaction, with flexibility built into a hybrid work structure. Key Responsibilities: • Manage probate and trust administration matters, including client communication, preparation of probate petitions, inventories, accountings, and court filings., • Draft comprehensive estate planning documents such as Wills, Trusts, Powers of Attorney, Healthcare Directives, ILITs, SLATs, and gifting trusts., • Conduct client meetings to design, review, and execute estate plans while guiding clients through every step of the process., • Oversee trust funding activities, including preparing deeds, beneficiary designations, and account transfer forms., • Coordinate with financial institutions, investment companies, and banks to facilitate smooth asset transfers and trust funding., • Manage execution and notarization of documents with accuracy and professionalism., • Maintain organized client files and contribute to workflow improvements to enhance team efficiency. Qualifications: • Minimum of 3 years’ experience in Trusts & Estates, including probate, estate administration, and drafting., • Leadership or team management experience preferred., • Exceptional drafting, organizational, and time-management skills., • Ability to manage multiple cases and deadlines efficiently., • Comfortable working directly with clients in a respectful, empathetic, and professional manner., • Proficiency with Microsoft Office and legal practice management software. Benefits: • 401(k) with employer match, • Health insurance and employer-paid disability benefits, • Generous PTO: 3 weeks vacation plus sick/personal days, • Paid birthday off and one paid Health & Wellness day per quarter, • $1,000 annual Professional Development/Coaching stipend, • Sabbatical eligibility after 3+ years (up to 1 month paid), • Firm-sponsored Volunteer Days (twice yearly), • CLE subscription and annual attorney fees fully covered Work Environment: • Hybrid model with built-in flexibility, • No billable hour requirements or tracking, • Collaborative, supportive culture with growth opportunities including partnership track and generous bonuses, • No late nights or weekend work