Trusts & Estates Attorney jobs in United States
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Lambariello, Smith & Speed ยท 5 days ago

Trusts & Estates Attorney

Lambariello, Smith & Speed LLC is a dynamic, women-owned and led trusts and estates planning firm with over 25 years of experience. They are seeking an enthusiastic and independent Trusts and Estates Associate to focus on transactional work while maintaining a manageable billable hour requirement.

Law Practice
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Hiring Manager
Erin Andersen, MSM
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Responsibilities

Draft trust and estate documents tailored to clients' needs and goals
Host consultations and client meetings in-person and remotely to execute signatures, answer questions, and conduct business succession planning
Work alongside financial advisors to ensure plans are in place for clients
Draft, review, and execute complex estate and business planning documents such as buy/sell agreements, life insurance trusts, GST Trusts, and charitable remainder trusts

Qualification

TrustsEstates experienceJD DegreeClient relation skillsBusiness planning backgroundLLM degreeWealth CounselEmpathy

Required

A JD Degree and are admitted in NJ
3+ years of Trusts and Estates experience
Experience working with both high-net-worth and business clients
An ability to explain legal concepts to clients, ensuring they understand their estate plan
Client relation skills with a strong sense of empathy for client situations

Preferred

A business planning background
An LLM degree
Experience utilizing Wealth Counsel

Benefits

100% paid health insurance for the employee
A SEP IRA
PTO: 15 Days + unlimited flexible sick days + firm-observed holidays
Quarterly bonuses
Referral origination
Firm approved CLEs, 2 bar memberships, and bar registration are 100% paid for

Company

Lambariello, Smith & Speed

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Estate Planning Probate and Estate Administration Business Planning Taxation Estate and Trust Litigation

Funding

Current Stage
Early Stage

Leadership Team

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Amy J. Smith, Esq. LL.M.
Managing Partner
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Haley Grieco
Partner
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