What are the responsibilities and job description for the Associate Attorney - Estate Planning & Trust Administration position at W3Global?
Moorestown, NJ
We are a well-established, client-focused law firm dedicated to providing comprehensive and personalized legal service with respect to Elder and Disability Law; including, but not limited to Elder Law, Estate Planning, Estate & Trust Administration, Guardianship and Special Needs Planning. We pride ourselves on fostering long-term relationships with clients and referral sources, offering practical, forward-thinking solutions tailored to each client's unique needs.
Position Overview
We are seeking a mid- to senior-level Associate Attorney with 5 to 10 years of solid experience in Estate Planning and Estate and Trust Administration.. The ideal candidate is a motivated and detail-oriented attorney who thrives in a collaborative environment and demonstrates a high level of professionalism, client empathy, and technical expertise.
We anticipate the following types of matters to be handled at the firm:
Job Type: Full-time
Pay: $85,000.00 - $105,000.00 per year (DOE)
Ability to Commute: Moorestown, NJ 08057 (Required)
Work Location: In person
We are a well-established, client-focused law firm dedicated to providing comprehensive and personalized legal service with respect to Elder and Disability Law; including, but not limited to Elder Law, Estate Planning, Estate & Trust Administration, Guardianship and Special Needs Planning. We pride ourselves on fostering long-term relationships with clients and referral sources, offering practical, forward-thinking solutions tailored to each client's unique needs.
Position Overview
We are seeking a mid- to senior-level Associate Attorney with 5 to 10 years of solid experience in Estate Planning and Estate and Trust Administration.. The ideal candidate is a motivated and detail-oriented attorney who thrives in a collaborative environment and demonstrates a high level of professionalism, client empathy, and technical expertise.
We anticipate the following types of matters to be handled at the firm:
- Estate Planning
- Special Needs Planning (Self-Settled and Third Party Special Needs Trusts)
- Estate Administration
- Probate and Trust Litigation
- Probate, Conservatorships, and Guardianships
- Petition Filings related to Special Needs Trusts
- Administering trusts and estates, including probate proceedings, trust funding, and asset distribution
- Drafting Complaints and Pleadings; including communication with Courts to effectuate filing
- Drafting estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives and special needs trusts, as required
- Advising clients on tax planning strategies, wealth transfer, and charitable giving
- Communicating effectively with clients, beneficiaries, fiduciaries, and financial institutions
- Managing a caseload independently while collaborating with other attorneys and staff
- Staying current on changes in estate, tax, and trust law
- J.D. from an accredited law school and active license in both New Jersey and Pennsylvania
- 5-10 years of experience in either Estate Planning, Trust & Estate Administration or Probate Litigation
- Strong knowledge of tax law related to estates and trusts
- Exceptional legal writing, research, and analytical skills
- Excellent communication and client-service abilities
- Ability to manage multiple priorities and meet deadlines
- Competitive salary and performance-based bonuses
- Health, dental, vision & life insurance
- 401(k) with firm contribution
- Generous PTO and paid holidays
- Professional development support and continuing legal education
Job Type: Full-time
Pay: $85,000.00 - $105,000.00 per year (DOE)
Ability to Commute: Moorestown, NJ 08057 (Required)
Work Location: In person
Salary : $85,000 - $105,000