- New Jersey and/or New York Bar (preferred).
- Florida and/or California Bar additional value.
- Minimum of five years of experience in advanced estate planning, including lifetime wealth transfer planning.
- Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.) a plus.
- Knowledge of Interactive Legal Suites a plus.
- Knowledge of Clio a plus.
- Strong written and verbal communication skills; demonstrated ability to interact with high-net worth individuals and other professional advisors.
- Initial planning consultations with potential and existing clients and strategy development.
- Draft estate planning and wealth transfer planning documents.
- Edit estate planning and wealth transfer planning documents prepared by others.
- Possess a full understanding of documents with the ability to explain planning strategies to clients.
- Direct clients and advisors regarding funding of Trusts.
- Engage appraisers and valuation firms for purposes of valuing taxable gifts.
- Converse comfortably with clients via Zoom, telephone, and/or in person.
- Commute to the New York City office at least twice per month for client meetings.
- Perform legal research upon request.
- Collaborate with estate planning team to ensure smooth workflow and client satisfaction.
- New Providence, NJ 07974: Reliably commute to or planning to relocate before starting work (Required).
- Firm hours are 9:00 a.m. to 6:00 p.m. with ability to work beyond these hours when necessary.
- 401(k)
- Health insurance
- Paid time off
- Day shift
- Are you licensed to practice in FL?
- Estate planning: 5 years (Required)
- Bar (Required)
-
Estate Planning Attorney
3 weeks ago
LHH New York, United StatesLHH Recruitment in partnership with a law firm in Manhattan, is seeking an interim Estate Planning/Administration Attorney. This is a part time position 10-20 hours a week. This person is required to be on site on Mondays and Tuesdays in Manhattan. Concurrent work is allowed. Thi ...
-
Estate Planning Attorney
3 weeks ago
Law Firm New York, United StatesWe're looking for a Trusts & Estates Attorney to work 10-20 hours a week to do estate planning documents, estate administration, and preparation of estate tax returns. The position will include both estate planning and estate administration work. · Pay: $100/hr for at least 6 mon ...
-
Markel Summit, United StatesWhat part will you play? If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and ...
-
Law Firm Paralegal
2 weeks ago
Edwards Estate & Elder Law Watchung, United StatesJob Description · Job Description · Paralegal · Estate & Elder Law Firm, Watchung, NJ · Looking for an exciting workplace to call "Home"? If yes, we invite you to Join our Team at our new Firm specializing in estate and elder law firm. · This small law firm with over a quarter de ...
-
Senior Trust Administrator
4 weeks ago
Wilmington Trust Florham Park, United States Full timeOverview: · Under minimal or no supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer's discretion. Escalates risk issues identified in work assignments. ...
-
Sr. Client Service Accountant
2 weeks ago
Atlas Search Florham Park, United States5 days ago · Be among the first 25 applicantsThis range is provided by Atlas Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range · $85,000.00/yr - $120,000.00/yrAdditional compensation types · Annual Bonus ...
-
Law Firm Associate Attorney
3 weeks ago
Edwards Estate & Elder Law Watchung, United StatesJob Description · Job DescriptionLaw Firm Associate Attorney · Estate & Elder Law, Watchung, NJ · Looking for an amazing workplace to call your "Home"? If yes, we invite you to Join our Team at our new Firm specializing in estate and elder law firm. · Small start-up law firm de ...
-
Associate Attorney
3 weeks ago
Wood, Smith, Henning & Berman LLP Berkeley Heights, United StatesThe Berkeley Heights, New Jersey, office of WSHB is looking for associate applicants with at least 1-3 years of relevant experience in defense litigation to join its growing team. You must be admitted to the New Jersey State Bar – no exceptions. WSHB attorneys handle a wide-spect ...
-
Senior Trial Attorney
3 weeks ago
Allstate Insurance Company Cranford, United StatesThe world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands and taking bold steps to better serve customers' evolving needs. That's why now is an exciting time to join our team. You'll have opportunities to take risks, c ...
-
Senior Trial Attorney
2 weeks ago
Allstate Cranford, United StatesThe world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands and taking bold steps to better serve customers' evolving needs. That's why now is an exciting time to join our team. You'll have opportunities to take risks, c ...
-
Senior Trial Attorney
4 weeks ago
Allstate Insurance Company Cranford, United StatesThe world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands and taking bold steps to better serve customers' evolving needs. That's why now is an exciting time to join our team. You'll have opportunities to take risks, c ...
-
Private Client Associate
4 weeks ago
Faegre Drinker Florham Park, United StatesFaegre Drinker seeks an experienced attorney for our Private Client practice in our Florham Park or Princeton office. Successful candidates will have three or more years of experience in estate planning and administration functions, such as preparing trust agreements and wills, h ...
-
Regional Business Office Manager
1 week ago
AristaCare Health Services Cranford, United StatesWe are looking for a Regional BOM who will be based out of our Cranford Corporate office, but must be willing to travel to our facilities as necessary. The ideal candidate should have at least a few years of experience as a SNF Business Office Manager with thorough knowledge of t ...
-
Regional Business Office Manager
2 weeks ago
AristaCare Health Services Cranford, United StatesWe are looking for a Regional BOM who will be based out of our Cranford Corporate office, but must be willing to travel to our facilities as necessary. The ideal candidate should have at least a few years of experience as a SNF Business Office Manager with thorough knowledge of t ...
-
Regional Business Office Manager
1 week ago
AristaCare Cranford, United StatesWe are looking for a Regional BOM who will be based out of our Cranford Corporate office, but must be willing to travel to our facilities as necessary. · The ideal candidate should have at least a few years of experience as a SNF · Business Office Manager with thorough knowledg ...
-
Regional Business Office Manager
2 weeks ago
AristaCare Health Services Cranford, United StatesJob Description · Job DescriptionWe are looking for a Regional BOM who will be based out of our Cranford Corporate office, but must be willing to travel to our facilities as necessary. The ideal candidate should have at least a few years of experience as a SNF Business Office Man ...
-
Senior Tax Manager
1 week ago
Wiss Florham Park, United StatesAbout Wiss: · Wiss is a regional CPA firm headquartered in Florham Park, NJ. Wiss has been servicing clients for over 50 years and continues to be a pillar in the Northern NJ and NYC communities. Our firm has experienced hyper-growth in the past 5 years (doubling in size) but re ...
-
Personal Injury Attorney
1 day ago
Garces, Grabler &Lebrocq Union, United StatesJob Description · Job DescriptionSalary: from $120K+ · Garces, Grabler, & LeBrocq, P.C., an award-winning and established plaintiff law firm with twelve offices, seeks an experienced NJ Licensed Personal Injury attorney with five more years of experience. The Personal Injury atto ...
-
Legal Assistant
3 weeks ago
MCMANIMON SCOTLAND & BAUMANN LLC Roseland, United StatesAbout The Opportunity: McManimon, Scotland & Baumann, LLC is seeking an experienced full-time Legal Assistant to support a team of attorneys in our Roseland Office. The ideal candidate should be a self-starter who is highly motivated, have a strong work ethic and possess a desire ...
-
Legal Assistant
4 weeks ago
MCMANIMON SCOTLAND & BAUMANN LLC Roseland, United StatesAbout The Opportunity: McManimon, Scotland & Baumann, LLC is seeking an experienced full-time Legal Assistant to support a team of attorneys in our Roseland Office. The ideal candidate should be a self-starter who is highly motivated, have a strong work ethic and possess a desire ...
Estate Planning Attorney - New Providence, United States - McManus & Associates
3 weeks ago
Description
Wealth Transfer Group Estate Planning/Wealth Transfer Attorney - Full-Time
About us:
We are a boutique trusts and estate planning and wealth transfer law firm, recognized for its Private Client Group and Multi-Family Office Services, representing individuals and families with noteworthy domestic and global assets. The Firm is focused on community, seeking those who are kind, passionate, and collaborative. The Firm was named one of the "10 great places to work" by New York Enterprise Report, as well as a two-time finalist for the international "Boutique Firm of the Year" by the prestigious Society of Trust and Estate Practitioners. Please visit our website at
Job Type: Full-time
Salary and Benefits: Compensation commensurate with experience (range includes upwards of $125,000).
Benefits include fully paid medical benefits, 2-weeks paid vacation after the first year, summer hours providing early closings on Fridays and a company-wide 10-day office closure at year-end for holidays.
Additional bonuses are paid each year based on the firm's performance and employee's performance.
Qualifications:
License/Certification:
Responsibilities:
Ability to commute/relocate:
Job Type: Full-time
Salary: From $125,000.00 per year
Benefits:
Schedule:
Application Question(s):
Experience:
License/Certification:
Work Location: In person
