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Trusts & Estates Attorney Position

About You 

  • Juris Doctor (JD) Degree. 
  • 2-4 years of estate planning experience. 
  • Excellent interpersonal and communication skills; team-oriented. 
  • Knowledge of estate planning, legal strategies, and financial concepts. 
  • Clean professional, disciplinary record. 
  • NJ Bar admission in practicing state (NY, PA, FL or NV is a plus) 

About Shah & Associates, P.C. & OMNI 360 Advisors LLC 

  • Shah and Associates PC is a law firm specializing in estate planning. Omni 360 Advisors LLC is a dynamic team of professionals including attorneys, accountants (CPAs & EAs), financial advisors (CFP®s and CFA®s) & support staff. 
  • Committed to integrated legal, financial, and tax solutions. 
  • Emphasizes technology, strong communication, and community engagement. 
  • Located in Plainsboro, New Jersey; serves a global clientele. 

About the Position 

  • Existing mastery, or strong desire to develop mastery in estate planning strategies and legal instruments. 
  • Develop, edit, and present comprehensive estate plans. 
  • Create personalized estate strategies for clients. 
  • Lead client communications and meetings independently. 
  • Understand fundamentals of asset alignment and trusts & estate law. 
  • Record client interactions diligently in CRM platform. 
  • Serve as primary contact for client estate planning needs. 
  • Collaborate for quality service delivery. 
  • Assist in strategic planning and support firm’s priorities. 
  • Availability for in-person and virtual client meetings. 
  • Full-time position with health benefits and 401(k). 

Our Hiring Process & Timeline  

  • Accepting applications immediately through January 31, 2024  
  • Interviews expected to begin on a rolling basis   
  • Start date flexible 
  • If you would like to apply, please email your resume and cover letter to NShah@Omni360Email.com 
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

The post Creating a Financially Organized Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more