About the Role
This isn't a traditional drafting position or a litigation role.
Your primary responsibility will be helping clients make some of the most important decisions of their lives. You'll meet with prospective and existing clients, uncover their goals and concerns, educate them about their options, and design personalized estate planning strategies that protect what matters most.
You'll collaborate closely with our drafting team to ensure each plan is implemented accurately while remaining actively involved in legal strategy and complex planning decisions.
You'll participate in regular attorney strategy meetings, collaborate with our probate and elder law team, and continue growing your knowledge in an environment that values continuous learning and innovation.
If you enjoy connecting with people as much as practicing law, this is an opportunity to build meaningful relationships while making a lasting difference for families.
Responsibilities
- Conduct Life & Legacy Planning Sessions and estate planning consultations.
- Analyze each client's family, financial, and personal circumstances to recommend appropriate planning strategies.
- Design customized estate plans, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, living wills, and asset protection planning.
- Collaborate with the drafting team using WealthCounsel to ensure accurate implementation of legal strategies.
- Maintain exceptional communication with clients throughout the planning process.
- Supervise and mentor legal assistants and paralegals as appropriate.
- Collaborate with the probate team and fellow attorneys regarding planning strategies and legal developments.
- Utilize technology, including Zoom, digital whiteboards, Zoho CRM, and other cloud-based systems to create an exceptional client experience.
- Continuously seek opportunities to improve client service, internal processes, and professional knowledge.
Qualifications
Required
- Member in good standing of the New York State Bar.
- Minimum three (3) years of estate planning experience.
- Experience with elder law planning.
- Strong knowledge of New York estate planning law.
- Exceptional communication and client relationship skills.
- Ability to confidently explain complex legal concepts in plain English.
- Highly organized with outstanding attention to detail.
- Self-motivated, collaborative, and committed to continuous learning.
- Comfortable using technology and quickly learning new software.
Preferred
- Probate and estate administration experience.
- Experience using WealthCounsel drafting software.
- Experience with Medicaid planning and asset protection strategies.
- Experience presenting educational seminars or public speaking.
- Trust administration experience.
- Estate tax experience.
Technology
Our firm is highly technology-driven. Candidates should be proficient in or able to quickly learn:
- Microsoft Office
- Outlook
- Adobe Acrobat
- Microsoft Teams
- Zoom
- Google Calendar
- Zoho CRM
- WealthCounsel
- Other cloud-based legal technology platforms