Job Description
Job Description
- Position – 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