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Estate Planning Attorney
Estate Planning AttorneyLevine Haddad & Gregory, LLC • Springfield, NJ, US
Estate Planning Attorney

Estate Planning Attorney

Levine Haddad & Gregory, LLC • Springfield, NJ, US
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  • [job_card.full_time]
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Job Description

Job Description
Levine Haddad & Gregory, LLC is a growing Trust and Estate firm located in Union County. We currently have openings in our Estate Planning department. Qualified individuals will have two to five years of experience, possess a strong academic background.
Qualifications
  • Drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters
  • This role requires exceptional interpersonal skills and the ability to develop and maintain long-term client relationships
  • Demonstrate expertise in drafting and implementing estate planning documents
  • Understanding of estate, gift and generation-skipping transfer tax laws
  • Excellent communication, negotiation and problem-solving skills
Benefits
  • Medical, Dental and Vision Insurance
  • Summer Fridays
  • 401(k)
  • 8+ holidays and discretionary time off structure
  • 17 personal days per year (vacation, sick or otherwise)
  • Incentive compensation: you will receive 10% of all closed business you bring to the firm which was not sourced through our clients, referrals or other relationships.
Responsibilities
  • Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys and tax strategies
  • Draft, review and revise estate planning documents tailored to individual client needs
  • Manage complex estates, including those involving business interests, charitable giving and multi-generational planning
  • Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans
  • Stay current with federal and state laws impacting estate planning, probate and tax matters
  • Foster trust and rapport with clients through clear communication, confidentiality and responsive service
Job Type: Full-time
Work Location: In person
Compensation: $80,000.00 - $150,000.00 per year

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Estate Planning Attorney • Springfield, NJ, US

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