Visa Sponsorship Details: Not open to any visas (e.g. US citizen, Green Card holders)
Hybrid work policy: 3 days in-office in Mount Kisco, Westchester County, NY
About this role
We are looking for a Trusts and Estates Attorney with 7+ years of experience to join one of the firm's largest practice areas at Falcon Rappaport & Berkman LLP. This is a backfill for a senior team member who moved in-house, and we're open to candidates at the senior associate through partner level depending on experience and background.
What will you be doing?
Handle all stages of estate planning and estate administration, from client intake through completion
Draft core estate documents including wills, powers of attorney, trusts, and advance directives
Manage sensitive client relationships, consulting with individuals and families on their best interests and next steps
Collaborate across practice areas, with potential to support the elder law team on Medicaid/Medicare matters
Occasionally travel to the NYC office for client meetings or firm matters
Key Requirements
7+ years of hands-on experience in estate planning and estate administration
Demonstrated ability to independently manage client relationships and case intake
Stable work history — frequent short tenures without clear explanation are a dealbreaker
Strong sensitivity and interpersonal skills when working with clients on estate matters
Barred in any U.S. state (New York bar preferred but not required; willingness to obtain NY bar is a plus)
Numbers & Facts
Location
New York
Skills
Attorneyunmatched
Consultingunmatched
Customer Relationship Management (CRM)unmatched
Estate Planningunmatched
Interpersonal Skillsunmatched
Legalunmatched
Medicaidunmatched
Medicareunmatched
United States Citizenunmatched
Willing to Travelunmatched
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