Estate Planning Attorney

Company: Sheryll Law, PC
Location: Riverhead
Posted on: September 17, 2024

Job Description:

If you have experience in estate planning, you may be an excellent addition to our growing law firm. We are looking for a highly analytical candidate with good negotiation and organizing skills who can work full-time. As our estate planning attorney, you will draft wills, trusts, and powers of attorney for clients and their families. To ensure that an estate's management is handled in accordance with the wishes of the estate owner, this position requires a significant level of responsibility. The applicant we are looking for must have extensive knowledge of estate planning. If this sounds like you, please apply!

Responsibilities:

--- Advise clients regarding retirement plans, charitable giving, and insurance options
--- Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action
--- Consult clients about your plans for distributing their assets
--- Keep client files properly organized and up to date
--- Collaborate with managing attorney and paralegals to effectively move files through the estate planning process
--- Create wills, trusts and powers of attorneys for the firm's clients

Qualifications:

--- Candidates should be great communicators, specifically in situations when emotions and stress are high
--- Undergraduate degree with a legal background and Juris Doctor degree required
--- Understanding of a variety of real estate matters, including title insurance, wills and trusts, property management, and litigation
--- Must have worked on estate planning and probate law issues for at least 1-2 years
--- Must be licensed to practice in NY

About Company:
Our firm helps people protect their hard-earned legacy from probate, long-term care expenses, and unnecessary taxes by planning ahead. We believe everyone should make an estate plan to protect as much of their money as possible.



We are here to guide clients through the complicated probate, tax, and long-term care laws, achieve positive results and help them provide a legacy for their families. It is incredibly important to us that clients come out of an extremely emotional process where their future may quite literally be on the line feeling that they had a legal team behind them who really cared, fought for them, and gave them a voice.

Keywords: Sheryll Law, PC, Cranston , Estate Planning Attorney, Legal , Riverhead, Rhode Island