Estate Planning Coordinator

1 week ago


Uniondale, New York, United States Atlas Search Full time
About the Role

We are looking for a detail-oriented Estate Planning Coordinator to support our attorneys with estate planning tasks. As an ideal candidate, you should be proficient in deciphering complex language and possess strong analytical skills.

Responsibilities
  • Preparing estate tax returns and asset inventories.
  • Coordinating client intakes and maintaining accurate records.
  • Assisting attorneys with calendar management and document preparation.
What We Offer

The successful candidate will receive a competitive annual base salary range of $65,000 to $80,000, depending on location, work experience, education, and skill level.



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