Trust And Estate Planning Attorney Job at Sheryll Law, PC, Riverhead, NY

bFFUVXNCd0JIK281L2pzMGNzSGN1M0tsdEE9PQ==
  • Sheryll Law, PC
  • Riverhead, NY

Job Description

We are searching for a highly analytical applicant who is capable of working full time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity!

Compensation:

$109,500 - $121,000 yearly

Responsibilities:
  • Discuss plans with clients for distributing clients’ assets
  • Attend court proceedings as needed to represent clients
  • Create wills, trusts, and powers of attorney for your clients
  • Being a direct point of contact for clients on the creation and implementation of their respective estate planning strategy in a way that will make the client want to leave a 5-star Google Review with your name in it
  • Advising clients about their estate planning options, the pros, and cons of each strategy, and providing a fiduciary recommendation from a "down-to-earth" perspective that clients will understand and appreciate
  • Being a mentor to lesser-experienced team members and an advocate for team member growth and education
  • Contributing to the success of the team even if it means going outside of your job description
  • Keeping unneeded drama out of the office and contributing to our solid team culture
  • Helping to grow the firm's presence throughout Suffolk and Nassau Counties
Qualifications:
  • Excellent communication skills, especially in highly stressful and emotional situations
  • Understanding of a variety of real estate matters, including title insurance, wills and trusts, property management, and litigation
  • 4-year degree with a legal background and J.D. degree are necessary for this position
  • Must have worked on estate planning and probate law issues for at least 1-2 years
  • Minimum 5-10 years of estate planning, trust and estate administration, and elder law experience.
  • Education: Juris Doctor (J.D.) degree and admission to the New York State Bar. LL.M. in Taxation or Estate Planning is a plus but not required
  • Strong knowledge of New York estate, gift, and income tax laws, as well as federal estate tax laws.
  • Extensive experience drafting estate planning documents and handling complex trust structures.
  • Familiarity with Surrogate’s Court procedures and probate administration
  • Ability to oversee Medicaid eligibility strategies and asset protection planning
  • Proficiency in legal practice management software (Clio, WealthCounsel, Lawmatics, etc. preferred)
  • Strong analytical and problem-solving skills, with attention to detail
About Company

Sheryll Law, P.C. provides comprehensive, customized, and compassionate estate planning services. 

Our mission is clear: we strive to help clients leave behind the legacy they desire. We provide estate planning that goes beyond just legal documents. We educate clients, help them define their goals, and work with them to accomplish those goals with practicality in mind.

We aim to be long-term advisors for clients, helping them maintain and update their estate plans over time. Our goal is to provide clients with ongoing support, making sure their estate plan remains relevant to their needs and life changes.

We are committed to providing more than just estate planning—we want to help clients implement their plans and safeguard their legacies for generations to come.

#WHLAW2

Compensation details: 109500-121000 Yearly Salary

PIcb1b0350dc85-30492-37125750

Job Tags

Full time,

Similar Jobs

Utah Valley University

Student - Voice Actors (specific accents: Cuban, Puerto Rican, and Honduran) Job at Utah Valley University

 ...627Position AnnouncementUtah Valley University is seeking a Voice Actor who can do specific accents: Cuban, Puerto Rican, and Honduran...  ...orientation, gender identity, gender expression, age (40 and over), disability, veteran status, pregnancy, childbirth, or... 

Emily's Pet Care, LLC

Calling All Pet Lovers - PT Evening/Weekend Dog Walking and Pet Sitting Job at Emily's Pet Care, LLC

 ...families are away. Were hiring responsible, passionate animal lovers like you! This would be a perfect position for an experienced dog walker, vet tech (or vet tech student), retiree, freelancer, entrepreneur, artist, college student, or someone looking for a career working... 

Springbrook NY Inc

Direct Support Professional Job at Springbrook NY Inc

Springbrook has the following opening: Part-Time Direct Support Professional Home and Community Based - Delaware County Region...  ...For over 95 years, Springbrook has provided quality supports and services to people with intellectual and developmental disabilities. Working... 

Bethesda Health

Specialist Job at Bethesda Health

 ...Investigates unusual situations/incidents and takes appropriate follow-up action. Identifies resident concerns and needs. Communicates events requiring administrative attention to the Director of Nursing. Recommends corrective action when problems are identified, taking... 

Herrin Hospital

Travel ICU Nurse - $2,218 per week Job at Herrin Hospital

 ...Requires at least two years of ICU experience Work hours: 1900 to 0730 Every other weekend expectation: Friday and Saturday nights Sunday nights are not considered a weekend Job Requirements Current Illinois Registered Nurse license Current CPR/BLS Card...