Elder Care & Estate Planning Attorney

SourcePro Search, LLC; Melville (NY); On-site; USD 135,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Professional development opportunities

Competitive salary

Job summary

SourcePro Search, LLC client, a well-established law firm in New York, seeks an experienced Elder Care & Estate Planning Attorney for a full-time, in-office role. The attorney will focus on estate planning, trust administration, elder law, and related tax issues, building long-term client relationships.

The ideal candidate has 3+ years in trust/estate planning, NY Bar admission, and strong drafting and communication skills to work collaboratively with a team.

Qualifications

• J.D. from an accredited law school.
• Admission to the New York State Bar or eligibility for admission.
• 3+ years of experience in trust and estate planning and administration.
• Strong knowledge of estate, gift, and fiduciary income tax law.
• Excellent drafting, analytical, and communication skills.

Responsibilities

• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, and advance directives.
• Counsel wealth transfer strategies, charitable giving, and tax planning.
• Administer trusts and estates, including probate, Surrogate's Court filings, and related litigation when necessary.
• Draft, review, & interpret complex estate planning documents and trust agreements.
• Coordinate with financial advisors, accountants, and other professionals to implement comprehensive estate plans.
• Handle guardianship and elder law matters (Medicaid planning and applications).
• Maintain ongoing client relationships and provide exceptional client service.

Skills

Estate planning

Trust administration

Tax law knowledge

Drafting and communication

Client relationships

Education

Juris Doctor (J.D.)

Job description

Our client is a well-established law firm seeking an experienced Elder Care & Estate Planning Attorney to join their team. The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. This is a full-time, in-office position offering the opportunity to work with a collaborative team and build long-term client relationships.

Key Responsibilities:

• Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives
• Counsel client's wealth transfer strategies, charitable giving, and tax planning
• Administer trusts and estates, including probate proceedings, Surrogate's Court filings, and related litigation when necessary.
• Draft, review, & interpret complex estate planning documents and trust agreements
• Coordinate with financial advisors, accountants, and other professionals to implement comprehensive estate plans
• Handle guardianship and elder law matters (Medicaid planning and applications)
• Maintain ongoing client relationships and provide exceptional client service

Qualifications:

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the New York State Bar (or eligibility for admission)
• 3+ years of experience practicing in trust and estate planning and administration
• Strong knowledge of estate, gift, and fiduciary income tax law
• Excellent drafting, analytical, and communication skills
• Ability to manage multiple matters and deadlines in a fast-paced environment
• Strong interpersonal skills and a client-focused mindset

Compensation & Benefits:

• Competitive salary commensurate with experience (135K-150K) + bonus
• Comprehensive benefits package, including health insurance, retirement plan, and paid time off
• Professional development and continuing legal education opportunities