Estate Attorney

Company: Sheryll Law, PC
Location: Riverhead
Posted on: May 22, 2025

Job Description:

Our expanding law firm is looking for an experienced estate planning attorney. We require a highly analytical applicant with excellent negotiation and organizational abilities who is available to work full time. You will prepare documents such as wills, trusts, and powers of attorney as our estate planning attorney. This role carries a great deal of responsibility and seeks to eliminate questions regarding how an estate should be managed. Our ideal candidate will have extensive estate planning knowledge, be a qualified attorney, and have excellent written communication abilities. Please apply if this describes you!

Responsibilities:

--- Create wills, trusts, and powers of attorney for your clients
--- Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action
--- Provide clients with information about retirement plans, charitable contributions, and insurance choices
--- Work closely with paralegals and senior partners to ensure swift action through the civil litigation process
--- Communicate with clients about plans for dispersing their assets
--- 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:

--- Bachelor's degree with a legal background and J.D. degree are required
--- Working knowledge of title insurance, wills, trusts, property management, and residential and commercial real estate law, including litigation
--- Candidates should be great communicators, specifically in situations when emotions and stress are high
--- Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required
--- Active member of the ABA (American Bar Association)
--- 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, Providence , Estate Attorney, Legal , Riverhead, Rhode Island