Job Description
Inquiries from recruiters will not be entertained.
We are a dynamic, women-owned and led trusts and estates planning firm with over 25 years experience dedicated to prioritizing our clients' needs in wills, trusts, estates, and business planning and litigation. We pride ourselves on maintaining strong, long-lasting client relationships a while fostering a firm culture that values professional growth and personal well-being.. This role involves independently handling estate planning and estate administration files, including client meetings, drafting documents, and guiding clients through the probate and trust settlement process. At our firm, work-life balance is more than just a promise—it’s our culture. We prioritize flexibility, focus, and long-term career satisfaction, providing a supportive environment where attorneys can thrive both professionally and personally. If you're looking to advance your career in a supportive and collaborative environment, please apply!
Our Core Values:
At Lambariello, Smith & Speed, we foster a workplace where professional excellence and personal well-being go hand in hand. Our values guide everything we do:
Balance – We respect personal time, support one another, and adapt to life’s challenges while maintaining high standards.
Understanding – We listen, empathize, and communicate clearly to build trust and meaningful client relationships.
Initiative – We encourage innovation, proactive engagement, and creative problem-solving to drive success.
Loyalty – We value reliability, accountability, and a drama-free, collaborative workplace.
Dedication – We prioritize client needs, anticipate challenges, and focus on delivering exceptional results.
Stability – We provide financial security, clear processes, and a positive, long-term growth environment for our team.
By embracing these values, we cultivate a supportive, forward-thinking firm where attorneys and staff can thrive.
To learn more, visit our website:
Benefits
Responsibilities
● Drafting trust and estate documents tailored to clients needs and goals
● Hosting consultations and client meetings in-person and remotely to execute signatures, answer questions, and conduct business succession planning
● Working alongside financial advisors to ensure plans are in place for clients
● Drafting, reviewing and executing complex estate and business planning documents such as buy/sell agreements, life insurance trusts, GST Trusts, and charitable remainder trusts
● Field client phone calls and succinctly explain complex concepts
Requirements
● JD Degree and admitted in NJ
● 4+ years of Trusts and Estates experience
● Experience working with both high net worth and business clients
● An ability to explain legal concepts to clients, ensuring they understand their estate plan
● Client relation skills with a strong sense of empathy for client situations
● Ability to independently handle an estate planning file from consultation to closing
● A positive attitude and independence to manage their own day
Bonus Experience (Not Required)
● A business planning background
● An LLM degree
● Experience utilizing Wealth Counsel
Lambariello, Smith, & Speed LLC is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, gender identity, sexual orientation, sex, disability status, national origin, or veteran status. This position is located in the firm’s Warren, NJ office. Applicants must be legally authorized to work in the United States. Relocation assistance is not available for this position.
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