Job Description

Job Description

• 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

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