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Estate Administration Attorney

Company: Sheryll Law, PC
Location: Riverhead
Posted on: January 21, 2023

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 our 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!


Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action
Confer with senior partners and paralegals to effectively move through the civil litigation process
Advise clients regarding retirement plans, charitable giving, and insurance options
Communicate with clients about plans for dispersing their assets
Create wills, trusts, and powers of attorney for your clients
Keep client files properly organized and up to date
Ensure clients are effectively represented at court hearings as needed
--- Prepare probate and estate administration petitions and related filings
--- Correspond with the Surrogate's Court to obtain Letters of Testamentary and Letters of Administration and make court appearances, as necessary
--- Assist Fiduciaries with marshaling assets, determining immediate cash needs, determining estate debts and liabilities, and preparing an initial plan of distribution
--- Guiding and Advising Fiduciary through Ongoing Administration of the Estate and/or Trust
--- Prepare Accountings, Inventories, and Fiduciaries Reports
--- Draft Waivers and Receipts and Releases
--- Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action
--- Delegate to and supervise the work of paralegals and legal assistants


Bachelor's degree with a legal background and J.D. degree are required
Excellent communication skills, especially in highly stressful and emotional situations
--- A least 3 years of working in a law firm on estate and trust administration and probate law is necessary
--- Experience using Fiduciary Accounting Software is also a plus

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 our 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 our 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.


401(k)with matching

Health Insurance

Life Insurance

Paid time off

Dental Insurance

Vision Insurance

Health Savings Account

Keywords: Sheryll Law, PC, New Haven , Estate Administration Attorney, Legal , Riverhead, Connecticut

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