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Trusts and Estates Attorney

2 months ago

Reston, Virginia, United States Lambariello, Smith & Speed Full time
About the Role

We are seeking a highly skilled Trusts and Estates Associate to join our dynamic team at Lambariello, Smith & Speed LLC. As a key member of our team, you will be responsible for drafting trust and estate documents, hosting consultations and client meetings, and working alongside financial advisors to ensure plans are in place for clients.

Key Responsibilities
  • Drafting and reviewing complex estate and business planning documents, including buy/sell agreements, life insurance trusts, GST Trusts, and charitable remainder trusts
  • Hosting consultations and client meetings to execute signatures, answer questions, and conduct business succession planning
  • Working with financial advisors to ensure plans are in place for clients
  • Providing exceptional client service and ensuring clients understand their estate plan
Requirements
  • JD Degree and admission to the New Jersey bar
  • 4+ years of Trusts and Estates experience
  • Experience working with high net worth and business clients
  • Strong client relation skills and ability to explain legal concepts to clients
  • Positive attitude and independence to manage own day
What We Offer
  • Hybrid schedule option after 1 year of employment
  • Paid health insurance
  • SEP IRA
  • PTO: 10 days + unlimited flexible sick days + firm-observed holidays
  • Quarterly bonuses
  • Referral origination
  • Professional development: CLEs, bar memberships, and registration provided

Lambariello, Smith & Speed LLC is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, gender identity, sexual orientation, sex, disability status, national origin, or veteran status.