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

MVUrL0M1VEQyb1lkb0l4NGR2UFVncXZwUVE9PQ==
  • 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

PIcf03a44d663f-30492-37125750

Job Tags

Full time,

Similar Jobs

Arbonne

Email Marketing Specialist Job at Arbonne

 ...Why You're Here We are seeking a results-driven Salesforce Email Marketing Specialist with strong UX (User Experience) skills to join our marketing team at Arbonne. In this role, you will design, build, and optimize personalized, automated, multi-touch email campaigns... 

Quality Home Products of Texas

DOOR TO DOOR APPOINTMENT SETTER (NO SELLING) Job at Quality Home Products of Texas

 ...000 Sign-On Bonus ~$15/hr base pay + $20 per appointment + $300 per sale ~ Uncapped commissions & monthly bonuses ~ Paid training and weekly pay ~ No sales required just set appointments!~ Great benefits (Medical, Dental, Vision, 401k)~ Team events & company... 

Side

QA Lead - Video Game Tester Job at Side

 ...Side is seeking an experienced and driven QA Lead - Video Game Tester to join our team and lead a rapidly growing workforce of video game testers. As the QA Lead, you will play a pivotal role in ensuring the quality and integrity of our clients' video game titles across... 

Padel Haus

Front Desk Staff Job at Padel Haus

Padel Haus is a premium padel club dedicated to promoting the sport of padel, health, and wellness. We opened our first club in 2022 in Brooklyn, NYC and nowoperate 2 indoor padel facilitiesin New York City.Padel is a racquet sport that blendselements of tennis and...

New Horizon Insurance Company

Claims Adjuster - Commercial Auto Job at New Horizon Insurance Company

 ...Claims Adjuster - Commercial Auto (McAllen / Brownsville, TX) Must reside within 25 miles of McAllen / Brownsville, TX. Position will necessitate...  ...escalation on the claim Qualifications: ~1+ years of experience in handling commercial auto bodily injury claims - preferred...