Estate Attorney

Company: Sheryll Law, PC
Location: Riverhead
Posted on: May 24, 2025

Job Description:

Our expanding law firm is looking for an experienced estate planning attorney. We require a highly analytical applicant with excellent negotiation and organizational abilities who is available to work full time. You will prepare documents such as wills, trusts, and powers of attorney as our estate planning attorney. This role carries a great deal of responsibility and seeks to eliminate questions regarding how an estate should be managed. Our ideal candidate will have extensive estate planning knowledge, be a qualified attorney, and have excellent written communication abilities. Please apply if this describes you!Compensation:$109,500 - $121,000 yearlyResponsibilities:Create wills, trusts, and powers of attorney for your clients
Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action
Provide clients with information about retirement plans, charitable contributions, and insurance choices
Work closely with paralegals and senior partners to ensure swift action through the civil litigation process
Communicate with clients about plans for dispersing their assets

Being a direct point of contact for clients on the creation and implementation of their respective estate planning strategy in a way that will make the client want to leave a 5-star Google Review with your name in itAdvising clients about their estate planning options, the pros, and cons of each strategy, and providing a fiduciary recommendation from a "down-to-earth" perspective that clients will understand and appreciateBeing a mentor to lesser-experienced team members and an advocate for team member growth and educationContributing to the success of the team even if it means going outside of your job descriptionKeeping unneeded drama out of the office and contributing to our solid team cultureHelping to grow the firm's presence throughout Suffolk and Nassau CountiesQualifications:Bachelor's degree with a legal background and J.D. degree are required
Working knowledge of title insurance, wills, trusts, property management, and residential and commercial real estate law, including litigation
Candidates should be great communicators, specifically in situations when emotions and stress are high
Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required
Active member of the ABA (American Bar Association)

Minimum 5-10 years of estate planning, trust and estate administration, and elder law experience.Education: Juris Doctor (J.D.) degree and admission to the New York State Bar. LL.M. in Taxation or Estate Planning is a plus but not requiredStrong knowledge of New York estate, gift, and income tax laws, as well as federal estate tax laws.Extensive experience drafting estate planning documents and handling complex trust structures.Familiarity with Surrogate's Court procedures and probate administrationAbility to oversee Medicaid eligibility strategies and asset protection planningProficiency in legal practice management software (Clio, WealthCounsel, Lawmatics, etc. preferred)Strong analytical and problem-solving skills, with attention to detailAbout CompanySheryll Law, P.C. provides comprehensive, customized, and compassionate estate planning services.--Our mission is clear: we strive to help clients leave behind the legacy they desire. We provide estate planning that goes beyond just legal documents. We educate clients, help them define their goals, and work with them to accomplish those goals with practicality in mind.We aim to be long-term advisors for clients, helping them maintain and update their estate plans over time. Our goal is to provide clients with ongoing support, making sure their estate plan remains relevant to their needs and life changes.We are committed to providing more than just estate planning-we want to help clients implement their plans and safeguard their legacies for generations to come.
#WHLAW2Compensation details: 109500-121000 Yearly SalaryPI37c969e4595a-25660-37708381

Keywords: Sheryll Law, PC, Danbury , Estate Attorney, Legal , Riverhead, Connecticut