Attorney At Law

Safe Harbor Wills and Trusts; Westview Manor (NY); On-site; USD 90,000 - 95,000; Full time

Job summary

Safe Harbor Wills & Trusts in Camillus, New York, seeks an Attorney At Law to lead estate planning, probate, and trust administration with a focus on superior client service. The role involves presiding over legal teams, preparing briefs and motions, and representing clients in court proceedings.

The ideal candidate has a JD from an accredited law school, NYS license in good standing, and 2+ years in estate planning or elder law, with strong communication and problem-solving skills.

Qualifications

• J.D. from an accredited law school; NYS bar in good standing required
• Two or more years of experience in estate planning, elder law, probate, trust administration, or related areas
• Public speaking and strong communication skills are essential

Responsibilities

• Preside over paralegals and assistants for time records, billing, and client meetings
• Prepare and assemble legal documents such as briefs, motions, pleadings, and correspondence
• Represent clients in court to argue motions
• Advise clients on wills, trusts, powers of attorney, and related planning strategies
• Conduct estate planning consultations and signing meetings
• Handle probate and estate administration matters
• Build client and referral partner relationships
• Collaborate with attorneys and staff to deliver excellent client service

Skills

Microsoft Office

Public speaking

Interpersonal skills

Communication

Team collaboration

Education

J.D. (Law Degree)

Tools

Westlaw

Lexis

Job description

Attorney At Law

Safe Harbor Wills and Trusts Camillus, New York, United States

About this position

Safe Harbor Wills & Trusts is a growing estate planning and elder law firm serving families throughout Central and Northern New York. We help clients protect what they have built, prepare for the unexpected, and make difficult legal and financial decisions with greater confidence.

We are building a law firm that combines excellent legal work with exceptional client service and strong, efficient systems. Our team handles estate planning, probate and trust administration, Medicaid planning, guardianship, and related elder law matters.

We are not a traditional law office where files sit on desks waiting for someone to tell you what to do next. We value people who take ownership of their work, communicate well, solve problems, meet deadlines, and keep matters moving forward.

As our practice continues to grow, we are looking for experienced professionals who want to grow with us. We offer an environment where capable team members are trusted with meaningful responsibility, encouraged to improve the way we work, and recognized for producing great results for our clients.

If you are organized, accountable, client-focused, and enjoy being part of a team that is continually improving, you may be a great fit for Safe Harbor Wills & Trusts.

$90,000 - $95,000 Potential for bonuses based upon production

Responsibilities

• Preside over paralegals, administrative assistants in connection with keeping track of time records, reviewing client billing, setting up client meetings and completing client projects
• Get the appropriate legal documents ready for clients, such as brief, motions, and pleadings, as well as correspondence
• Represent clients in court to argue motions during legal proceedings
• Identify client conflicts and determine case strategies with options for resolution
• Advise clients by weighing available options toward a successful outcome and plan a course of action
• Conduct estate planning consultations, design and signing meetings.
• Advise clients regarding wills, revocable trusts, irrevocable trusts, powers of attorney, health care proxies, living wills, and related planning strategies.
• Handle probate and estate administration matters.
• Conduct annual C.A.R.E. Program review meetings.
• Review and edit estate planning documents.
• Build relationships with clients and referral partners.
• Collaborate with attorneys and staff to deliver an exceptional client experience.

Qualifications

• Knowledge of Microsoft Office programs is needed
• Advanced computer skills working with legal research programs (Westlaw and Lexis) required
• Minimum 1-2 years’ experience working in a law firm environment
• Public speaking, decision-making, communication, interpersonal, and problem-solving skills are necessary for this role
• Required Juris Doctorate (J.D.) degree from an accredited law school; representation of clients for at least 2 years a plus
• Licensed to practice in New York State and in good standing.
• Two or more years of experience in estate planning, elder law, probate, trust administration, or closely related practice areas.
• Excellent communication and client relationship skills.
• NYS Driver's License.
• Crisis Medicaid planning experience.
• Familiarity with Irrevocable Medicaid Asset Protection Trust planning.
• Experience in Special Needs Planning, business succession planning, business entities, asset protection planning, or estate/trust litigation.
• Public speaking, seminar, or workshop presentation experience is a plus, but not required.

About Company

Our probate and estate administration practice is growing.