Trusts and Estates Coordinator

6 days ago


Latham, New York, United States Pierro, Connor & Strauss, LLC Full time

Pierro, Connor & Strauss is a leading provider of estate planning services seeking an experienced Trusts and Estates Coordinator to join their team. This role requires strong drafting skills, attention to detail, and the ability to work directly with clients to understand their needs and prepare personalized estate plans.

Key responsibilities include preparing and drafting estate planning documents, such as Wills, trusts, powers of attorney, and healthcare directives, under the guidance of an attorney. The ideal candidate will also assist attorneys in conducting initial client intake interviews, gathering relevant information, and customizing documents based on individual client situations.

The successful candidate will have a strong background in estate planning or related legal fields, with at least 3 years of experience drafting estate planning documents. They will also be proficient in using legal software, possess excellent communication skills, and be able to manage multiple tasks and prioritize effectively.

In this role, you will be part of a dynamic team providing trusted counsel for estate and trust planning, elder law, Medicaid planning, and more. With a focus on delivering exceptional client service, you will play a critical role in ensuring the success of our clients' estate plans.

Compensation details: $65,000 - $85,000 yearly salary



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