Estate Planning Attorney

XceedSearch.com•New Haven, CT

12h

About The Position

An associate attorney will join the growing US Private Client & Tax practice in New Haven, Connecticut, supporting attorneys in preparing and delivering bespoke estate planning documentation for high-net-worth individuals and families. The practice handles sophisticated estate planning, including taxable estates, wealth transfer strategies, and trust planning. The role offers the opportunity to work on complex planning matters within a collaborative, internationally connected practice. The attorney will draft and prepare a full range of estate planning documents, coordinate with attorneys, financial advisors, and clients, and help implement comprehensive planning strategies. The position also supports document and matter workflows, contributes to templates and drafting processes, stays current on relevant legal and tax developments, and assists with trust administration and estate settlement as needed.

Requirements

Associate attorney admitted to the Connecticut or New York State Bar, with willingness to obtain admission in the other jurisdiction.
At least 3 years of experience drafting estate planning documents within a law firm or specialist legal environment.
Deep knowledge of trust and estate administration and tax planning for high-net-worth clients.
Excellent written and verbal communication skills, including the ability to explain complex information clearly and concisely.
Strong analytical and problem-solving skills.
Ability to work with moderate independence and appropriately escalate complex issues.
Flexibility and adaptability in a fast-paced, changing environment.
Collegiality and responsiveness to feedback.
Client-focused mindset and a track record of responsiveness and service excellence.

Nice To Haves

LL.M. in Taxation.

Responsibilities

Draft and prepare wills, including tax-planned structures; revocable and irrevocable trusts; advanced wealth transfer planning documents; powers of attorney; healthcare directives; and ancillary documents such as deeds, funding schedules, and assignments.
Customize documents using attorney guidance, client intake data, and established firm templates.
Prepare complete estate planning packages and ensure consistency across documents.
Work with attorneys, financial advisors, and clients to support comprehensive estate planning strategies and their implementation.
Incorporate revisions and feedback efficiently while meeting deadlines and client expectations.
Coordinate with internal stakeholders to gather information and progress matters smoothly.
Where applicable, guide junior drafters or paralegals on templates and firm drafting standards.
Use estate planning software and firm templates to prepare documents efficiently.
Maintain organized document management, version control, and file integrity.
Contribute to improving templates, precedents, and internal drafting processes.
Stay current with estate planning practices and relevant legal and tax considerations.
Comply with applicable legal and regulatory obligations, including those of New York and Connecticut.
Assist with trust administration and estate settlement matters as needed.
Review and analyze estate structures, asset titling, and tax considerations in support of planning objectives.