Trust And Estate Planning Attorney

Company: Sheryll Law, PC
Location: Riverhead
Posted on: March 27, 2025

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!

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.

Keywords: Sheryll Law, PC, West Haven , Trust And Estate Planning Attorney, Legal , Riverhead, Connecticut