Attorney - Trusts & Estates - $215k jobs in United States
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We Are Legal Revolution · 1 day ago

Attorney - Trusts & Estates - $215k

We Are Legal Revolution is a premier trusts and estates boutique located in Manhattan, NY, specializing in complex estate planning for ultra-high-net-worth families. The Trusts and Estates Attorney will be responsible for drafting estate planning documents, advising on tax strategies, and administering estates and trusts for affluent clients.

Staffing & Recruiting
Hiring Manager
Michanne van Zyl
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Responsibilities

Draft and revise complex estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and healthcare proxies for high-net-worth clients
Advise clients on estate, gift, and generation-skipping transfer (GST) tax strategies, including lifetime gifting, charitable planning, and valuation discount techniques
Administer estates and trusts, including probate filings, asset distribution, creditor claim resolution, and fiduciary compliance
Prepare and review federal and state estate, gift, and fiduciary income tax returns; coordinate with accountants and financial advisors on tax matters
Represent fiduciaries and beneficiaries in Surrogate’s Court proceedings, including probate, accountings, and contested will or trust matters

Qualification

Estate planningProbate administrationTrust administrationTax strategiesNY Bar certificationClient advisingDocument draftingFiduciary compliance

Required

Experience in estate planning, probate, or trust administration cases
NY Bar required

Benefits

Comprehensive healthcare
Dental
Vision
401(k) with matching
Generous PTO (18+ days + federal holidays)

Company

We Are Legal Revolution

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Funding

Current Stage
Early Stage
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