Estate Planning Attorney

Successful Candidate:

The ideal candidate will have substantial experience in trusts and estates planning, estate administration, and related matters. The candidate will be responsible for advising individuals and families on estate planning strategies, drafting sophisticated estate planning documents, and assisting clients with wealth preservation and succession planning objectives.

The candidate should have experience preparing and reviewing:

• Wills
• Revocable and irrevocable trusts
• Powers of attorney
• Health care proxies
• Living wills
• Related estate planning documents

Experience advising clients regarding:

• Estate and gift tax planning
• Asset protection strategies
• Business succession planning
• Charitable giving techniques

is highly desirable.

The candidate will work directly with clients to develop customized estate plans and provide practical, strategic guidance tailored to each client's personal, family, and financial goals. The role also offers opportunities to assist with probate and administration proceedings in Surrogate's Court.

The successful candidate must possess excellent analytical, drafting, and communication skills, along with the ability to manage multiple matters independently while maintaining a high level of client service. Strong interpersonal skills, professionalism, and sound judgment are essential, as the position requires regular interaction with clients, financial advisors, accountants, and other professionals.

What You Will Need to Have:

• Juris Doctor degree (J.D.) from an accredited law school.
• Licensed to practice law in New York State.
• Preferably 4+ years of experience in trusts and estates planning, estate administration, elder law, or a related practice area.
• Experience drafting sophisticated estate planning documents and advising clients on estate planning strategies.
• Familiarity with Surrogate's Court procedures and probate and administration proceedings.
• Proficiency with Microsoft Office.
• Demonstrated ability to effectively prioritize and manage competing deadlines.
• Comfortable working with clients, financial professionals, and colleagues in a fast-paced environment.

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PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Equal Employment Opportunity

PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.