Estate Planning and Estate Administration Attorney

Profile

Job Overview

A law firm seeks an Estate Planning and Estate Administration Attorney to join their team in Syracuse, NY. The firm offers a supportive and collaborative environment where professional excellence is prioritized alongside personal well-being.

Duties

• Advise clients on estate planning solutions, including wills, trusts, and powers of attorney.
• Oversee estate and trust administration, ensuring accurate and efficient handling of filings and distributions.
• Represent clients in probate and surrogate's court proceedings for estate matters.
• Develop tailored legal strategies aligned with clients' personal and financial objectives.
• Maintain communication with clients, beneficiaries, and fiduciaries throughout each matter.
• Conduct legal research, draft correspondence, and manage case documentation.

Requirements

• Admission to the NYS Bar with an active license in good standing.
• Minimum of two years' experience in trusts and estates, estate administration, and probate.
• Ability to draft wills, trusts, and other estate planning documents.
• Knowledge of trust and estate administration procedures and probate court processes.
• Strong client counseling skills with clear communication of complex legal issues.
• Excellent written and verbal communication skills, with strong organizational abilities.
• Experience handling sensitive family and financial matters with discretion.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Admission to the New York State Bar.

Skills

• Strong organizational and time management abilities.
• Excellent written and verbal communication skills.
• Sound judgment and discretion in handling sensitive matters.

Benefits

• Health insurance
• Paid time off
• Life insurance
• Long-term disability
• Paid parking
• Summer Fridays
• Voluntary benefit options
• Cell phone stipend
• 401(k) plan
• New York State biennial attorney registration fees
• Continuing Legal Education (CLE) classes
• Bar association dues

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306