Trust and Estate Attorney

3 weeks ago

Norwood, New Jersey, United States Hiring & Empowering Solutions Full time

About the Role:

Hiring & Empowering Solutions is seeking a skilled Trust and Estate Attorney to join our team. As a Trust and Estate Attorney, you will be responsible for handling case management from the inception of the file to close of matter for all firm estate administration and probate matters.

Key Responsibilities:

  • Managing Probate and Trust administration projects, including gathering information from the client and preparing and filing probate forms and notices, completing estate tax returns, trust and probate accountings, closing estates with the probate court, preparing trustee acceptance and appointment documents, preparing letters of instruction to retitle estate assets, draft estate planning documents, Deeds, Trustee Certificates and Declarations of Homestead;
  • Managing the entire engagement process for probate and trust administration process, including follow-up with new and existing clients;
  • Communicating, via phone and e-mail, with clients and their trusted advisors;
  • Working within deadlines and completing tasks and keeping clients informed of case status proactively.

Requirements:

  • 3-5 years of trusts and estates experience. Experience or interest in elder law desirable;
  • Experience preparing and filing Massachusetts estate tax returns on M-706, coordinating with clients and service providers (CPAs, Financial Advisors, and Insurance Providers) to receive supporting documentation, and preparing and filing extensions where necessary;
  • Experience producing trust/fiduciary accountings for trust administration and probate/estate administration purposes, including managing incoming bank statements, identifying and recording income and disbursements in accounting software, and delivering accountings to trust beneficiaries;
  • Experience with the Massachusetts Uniform Probate Code and probate matters including Voluntary Administrations, Informal Probates, and Formal Probates, from the initial filings, any motions, and closing of the matter;
  • Experience representing clients in the appropriate Probate court on matters involving guardianship and conservatorship;
  • Experience with WealthDocx, ElderDocx, GEMS, and Clio is highly desirable.

What We Offer:

  • A competitive salary of USD90K, with potential for higher compensation based on experience;
  • A dynamic and inclusive work environment with opportunities for growth and development;
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.

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