Estate Planning Attorney
: Job Details :


Estate Planning Attorney

Walrath Recruiting

Job Location : Latham,NY, USA

Posted on : 2024-11-20T20:55:20Z

Job Description :

Trust & Estates Attorney

Position Type: Full-time, Permanent

Description:

Our client is currently seeking a Trust & Estates Attorney to join their team. This is a full-time, permanent position.

Responsibilities Include:

  • Provide expert legal counsel on trust and estate planning, ensuring all client assets are managed and distributed.
  • Draft and review legal documents such as wills, trusts, powers of attorney, and other estate planning documents.
  • Manage and resolve estate administration matters.
  • Utilize legal case management software to organize and maintain accurate case records and documentation.

Qualifications:

  • A Juris Doctor degree is required
  • Must be licensed to practice law in the state of New York.
  • 3+ years of experience with Trust & Estates law.
  • Excellent written and verbal communication skills are required.
  • Proficient in legal case management software, preferably Clio and/or NetDocuments.
  • Proficiency in Microsoft Office Suite.
  • Experience with Wealth Docs is preferred.

Hours & Benefits:

  • M -F 9-5 pm
  • In-Person
  • PTO
  • Health, Dental, & Vision
  • 401K

The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidates experience, education, and work location.

Apply Now!

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