
Senior Estate Planning Specialist
20 hours ago
We are seeking a highly skilled and experienced estate planning professional to join our team. The ideal candidate will have at least 3 years of progressive experience in estate planning and probate, with a strong technical expertise in creating and implementing comprehensive estate plans.
- Key Responsibilities:
- Provide expert advice to clients on their estate planning options, ensuring they understand the fiduciary recommendation from a down-to-earth perspective.
- Develop and implement comprehensive estate planning strategies, including Wills, Revocable and Irrevocable Trusts, Powers of Attorney, Deeds, and Corporate Documents.
- Mentor less-experienced team members and contribute to team growth and education.
- Collaborate with the team to ensure the success of the organization, even if it means going outside of your job description.
- Requirements:
- Must be licensed to practice law in the state of New York.
- At least 3 years of progressive experience with estate planning and probate matters at a law firm that focuses on estate planning and probate.
- High emotional intelligence, business acumen, and technological proficiency, or a quick learner.
- Experience and comfort with one-on-one consultation meetings with clients on your own.
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