Trusts & Estates Attorney

Coughlin & Gerhart, LLP

$100K — $140K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Juris Doctor degree from an accredited law school
  • Current admission to practice in New York State
  • Minimum of three years of experience in Trusts & Estates
  • Strong analytical and research skills
  • Excellent communication abilities and professional discretion

Responsibilities

  • Guide clients through the estate planning process
  • Draft and review estate planning and trust administration documents
  • Assist clients with trust funding activities
  • Prepare federal estate tax returns
  • Manage probate and trust administration matters from inception to completion
  • Prepare and file documents with Surrogate's Court
  • Maintain strong client relationships and ensure exceptional service

Benefits

  • Full-time position in Bainbridge, New York
  • Opportunity to work in a collaborative team environment
  • Professional growth in the Trusts & Estates field
  • Exposure to a variety of legal matters including estate planning and probate
  • Involvement with multiple practice groups and offices
Full Job Description
Location/Schedule:
Bainbridge, New York | Full-Time

Salary Description:
$100,000 - $140,000, commensurate with experience

Practice:
Trusts & Estates

Duties and Responsibilities:

Responsibilities include guiding clients through the estate planning process and advising them on strategies to protect assets and achieve their personal and family objectives. The attorney will draft and review a variety of estate planning and trust administration documents, assist clients with trust funding, prepare federal estate tax returns, and provide practical legal counsel on matters involving estate planning, probate, and trust administration.

This role also involves managing probate and trust administration matters from inception through completion, preparing and filing documents with Surrogate's Court, ensuring compliance with applicable deadlines and procedural requirements, and interpreting laws, regulations, and legal developments affecting clients and their estates.

The attorney will maintain strong client relationships, exercise sound judgment and attention to detail, and contribute to a collaborative team environment across practice groups and offices while delivering exceptional client service.

Success in this position requires strong analytical, research, and communication skills, as well as the ability to navigate complex legal and personal matters with professionalism and discretion.

Core Requirements:

Candidates must possess a Juris Doctor degree from an accredited law school and be currently admitted to practice in New York State. Prior Trusts & Estates experience of at least three years is preferred.

We are seeking someone who is motivated to continue developing their legal skills while contributing positively to the client service standards of the firm.

To express interest, please submit a cover letter, resume, and transcripts to [email protected].

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