Estate Planning Attorney
Aprio
Job Description: Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies. Draft, review, and revise estate planning documents tailored to individual client needs. Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations. Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning. Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans. Stay current with federal and state laws impacting estate planning, probate, and tax matters. Represent clients in probate court and in the administration of trusts and estates as needed. Foster trust and rapport with clients through clear communication, confidentiality, and responsive service. Requirements: Juris Doctor (JD) degree from an accredited law school. Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs. At least five years of dedicated experience in estate planning, with direct client interaction. Demonstrated expertise in drafting and implementing estate planning documents. Strong understanding of estate, gift, and generation‑skipping transfer tax laws. Excellent communication, negotiation, and problem‑solving skills. Ability to handle sensitive matters with discretion and empathy. Proficiency with legal research and practice management software. Benefits: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave – coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options #J-18808-Ljbffr
- An established law firm in New York City seeks an Attorney with 5+ years of experience in trust and estate planning & administration. This role offers an opportunity to work on a diverse range of sophisticated trust and estate matters while collaborating with a highly experienced...Suggested
$225k - $315k
Our client in New York, NY is looking for a Tax, Trusts & Estates Attorney for a full time positionTax, Trusts & Estates AttorneySalary: $2... ...experience in sophisticated estate and closely held business planning, with knowledge of estate administration. Compensation / Pay...SuggestedFull time$150k - $175k
...Legal team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Estate Planning Attorney to join their dynamic team.We are seeking a skilled and client-focused Estate Planning Attorney with a minimum of five...SuggestedFull timeWork at officeLocal areaRemote workFlexible hours- ...We're recruiting for a Trusts & Estate Planning Attorney for the NY office of a growing AMLAW firm. Firm is seeking a Trusts & Estate Planning attorney with 3-5 years of experience . An ideal candidate will have experience with wealth transfer strategies and advice for...SuggestedWork at officeImmediate start
$170k - $190k
...Trusts & Estates AttorneyA law firm is seeking a Trusts & Estates Attorney for its New York City office to support its expanding private client services practice... ...solid experience drafting a broad range of estate planning documents, including wills, revocable trusts,...SuggestedPrivate practiceWork at office- ...Manhattan - a small, intentional firm where the attorneys doing the work are the attorneys clients... ...Wealth Services practice serves real estate investors, business owners, and... ...financial lives, which means estate planning here is deeply integrated with the transactions...Private practiceLocal area
$16 per hour
...Estate & Trust Attorney – Sophisticated Estate PlanningNew York, NY & White Plains, NYAbout the RoleThe firm is seeking a seasoned Trusts & Estates... ...4–6 years of focused experience in sophisticated estate planning for high-net-worth individuals and federally taxable...$140k
...in the heart of New York City is seeking a dedicated attorney with specialized experience in estate and trust law. The role is ideal for a legal professional... ...transitions, and manage complex personal planning needs. This is a unique chance to join a team that values...Summer work$200k - $300k
...national presence has recently onboarded 2 major clients, and therefore seeks a 3 Trusts & Estates Attorney with 3-10 years of experience to lead sophisticated estate planning and administration in a mentorship-rich practice, with options to work in Manhattan or Newark...Full timeWork at office- ...established solo practitioner in Manhattan is looking to add an experienced trusts and estates attorney to grow his boutique practice. The practice focuses on sophisticated estate planning for high-net-worth individuals and families, and offers a close-knit, in-person...Full timeWork at office
- ...Manhattan law firm is seeking a Trusts & Estates Associate to join its growing private... ...experienced partners on sophisticated estate planning and estate administration matters for... ...documents, including wills, trusts, powers of attorney, and health care directives Assisting...Private practice
- ...Talent is working with a highly regarded firm to find a Trust and Estates Attorney to join their team hybrid in Miami, Dallas, Boca Raton, Palm... ...the state you are working in) 3+ years of Trust and Estate planning and administration experience Experience with High-Net-Worth...
- ...Coughlin & Gerhart, LLP is seeking a full-time attorney admitted in New York State with at least... ...of experience to join our Trusts & Estates Practice Group in our Bainbridge office.... ...the firm’s clients in the estate planning process. Draft a variety of estate planning...Full timeWork at officeLocal area
$175k - $210k
...Full-time Job function Other Industries Legal Services and Trusts and Estates Midsize law firm in New York City is seeking a mid-level T&E attorney with 4-8 years of experience. Must have estate planning and probate experience. Any tax experience is a plus. This is a...Full time$180k - $250k
...Lasting Legacies, Not Billable Hours — Join a Collaborative Estate Planning & Elder Law Practice in Queens, NY This Jobot Job is hosted by... ...culture often found in larger firms, creating an environment where attorneys can thrive professionally while maintaining work-life balance...Local area$120k - $130k
...Estate Planning Attorney (Probate, Guardianships, Medicaid Planning) – Hybrid New York, NY / Hackensack, NJ Salary: $120,000 – $130,000 Hybrid Schedule | Temp-to-Perm Opportunity NY Wills & Estates is seeking an experienced Estate Planning Attorney to join our growing...Permanent employmentTemporary work- ...New York, NY What You'll Do : Assist in estate planning and estate administration for high-net-worth clients. Draft basic wills , trusts , and other estate planning documents. Support senior associates in managing estate administration , including tax filings and asset...
$100k - $130k
...Salary: $100,000-$130,000 dependent on experience Responsibilities Advise clients on estate planning, probate, and trust administration matters Draft wills, trusts, powers of attorney, health care proxies, and related estate planning documents. Manages a client’s wealth...Shift work- 100KCrossing is seeking an experienced estate planning attorney to handle sophisticated planning challenges for high-net-worth individuals in New York. You will independently manage complex matters, mentor junior attorneys, and collaborate with tax and financial professionals...Flexible hours
- ...Job Overview A law firm seeks a Trust and Estate Attorney with 5-7 years of experience in Estate Planning and Probate in New York City. A background in tax is highly desirable. Duties Provide legal counsel on estate planning and probate matters. Draft and review estate...
$220k - $260k
...Advice, Planning & Fiduciary Services Team | Neuberger Wealth About the Team The Advice, Planning & Fiduciary Services Team at Neuberger Wealth is comprised of in-house tax, trust and estate attorneys, certified financial planners, and fiduciary specialists — 34 professionals...Work at officeLocal areaShift work- ...Mercer Advisors is seeking an Estate Planning Attorney to join the Wealth Solutions group. This role focuses on sophisticated planning for ultra-high-net-worth clients and requires a JD and active state license. The ideal candidate has 4–8 years of estate planning experience...Work at officeRemote work
- ...National Law Firm has a need for an Estate Planning Attorney. This is a hybrid position. Ideal candidates will have demonstrated experience in high-net-worth trust and estate planning and administration, including knowledge of relevant state and federal tax laws. Experience...
- ...Mercer Advisors is seeking an Estate Planning Attorney to join the Wealth Solutions group. The role supports high net worth clients, reviewing and updating estate plans and advising Wealth Management teams nationwide. A JD licensed in at least one state is required, with...Work at office
- ...Rosenblum Law is seeking an experienced Estate Planning Attorney to join our team in Clifton, New Jersey. This full-time role, requiring 40-50 hours per week in a hybrid work setting, involves leading the estate planning department and conducting high-impact client consultations...Full time
$133k - $162k
...Trust And Estates Attorney An established law firm with over 50 years in practice based in New York is seeking a Trusts and Estates Associate... ...private client practice with a strong emphasis on estate planning, trusts and estates administration, and related planning...Work experience placementPrivate practice- ...The Department of City Planning seeks an Agency Attorney Intern to assist the Sprint Team in legal review of expedited pre-certification land use applications. Under supervision, you will help ensure applications comply with all applicable laws and regulations. You will...InternshipRemote work2 days per week
$25 - $30 per hour
Excellent culture+ Ready to Start Someone ASAP + Platinum Benefits + $250 Deductible + we pay for 75% of premium! This Jobot Consulting Job is hosted by: Carrie Powell Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary...Hourly payTemporary workLocal areaImmediate startWorldwide- ...Mid-Level Trusts & Estates Associate – Estate Planning or Estate AdministrationSalary: Competitive with Major NYC Firms Location: New York, NYWhat You'll DoProvide counsel in estate planning and estate administration for high-net-worth individuals and businesses.Work with...
$85k - $200k
...Expanding law firm is hiring an Attorney to join their Passaic County, NJ office. The ideal candidate is a congenial and motivated professional with: Prior experience in a commission-based or sales-focused role, a plus Admission to the New Jersey State Bar, required Admission...Full timeWork at officeLocal area
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