Role details

Estate Planning Associate Attorney

New York   •  Permanent

Bullet points

  • Prominent Trusts & Estates firm seeks an Associate with a book of business
  • Looking for minimum of $80,000 in business (Trusts & Estates)

About Our Client

Well-known trusts and estates boutique.

Job Description


  • Responsible for estate planning for high net-worth individuals, as well as estate administration for multi-million dollar estates.
  • Working closely with fiduciaries through the probate process and complete administration
  • The Associate will be responsible for maintaining his/her own book of business ($80,000 minimum)
  • Represent individuals in sophisticated estate and tax planning matters as well as in the preparation of Wills and all types of trust agreements
  • Serve as legal counsel to Executors and Trustees in all facets of the administration of simple and complicated estates and trusts including the preparation of estate and gift tax returns.
  • Occasionally work on estate and trust litigation, such as contested Wills, difficult probate proceedings and disputed accountings
  • Represent clients in Surrogate's Court as needed

The Successful Applicant


  • JD from a US accredited Law School
  • Have a minimum $80,000 book of business
  • Admission to the NY State Bar
  • LL.M in Trust and Estates desired
  • 7-10 year's experience as an Attorney with Estate Planning and administration documents
  • Have understanding and experience with Surrogate Court's motion practice
  • Be able to handle files independently
  • Be able to multi-task in a fast-paced environment
  • Excellent communications skills (written and verbal)
  • Be proficient in Microsoft Office

What's on Offer

Competitive base salary and benefits

Apply for this job

Click the Apply or LinkedIn button below or contact Jennifer Pettigrew quoting job reference 1206494
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