Estate Planning Attorney

Four Corners Legacy Law; Town of Chatham (NY); Hybrid; USD 80,000 - 120,000; Full time

Job summary

Four Corners Legacy Law seeks an experienced estate planning attorney to manage matters from start to finish with support from a strong administrative team. The role emphasizes client education, relationship building, and thoughtful legal strategies in NY estate planning and elder law.

You will work with clients to design personalized plans, collaborate with drafting and probate teams, and leverage technology to enhance the client experience while staying current with industry developments.

Qualifications

• Member in good standing of the New York State Bar.
• Minimum three 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.

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.

Skills

Estate planning

Elder law

Client relations

Communication skills

Technology proficiency

Education

New York State Bar

Estate planning experience

Tools

WealthCounsel

Job description

Location: Chatham and Albany, NY (Potential for Hybrid).
Position: Full‑Time.
Compensation: $80,000 base salary + performance‑based commissions. Realistic earning potential of $120,000+ annually.
Bar License: New York (required); Massachusetts a plus.

Did You Become a Lawyer to Change Lives—Not Just Draft Documents?

Do you love meeting with people, solving complex problems, and helping families make wise decisions about their future?

Are you the kind of attorney who enjoys educating clients, building relationships, and designing thoughtful legal strategies—not simply producing documents?

Are you an experienced New York estate planning or elder law attorney who can independently manage matters from start to finish while enjoying the support of an outstanding administrative team?

Do you want to practice estate planning in a collaborative, mission‑driven firm that values excellence, innovation, and genuine client care?

If so, we'd love to meet you.

About Us:

At Four Corners Legacy Law, we believe estate planning is about more than documents—it's about helping families navigate life's biggest transitions with confidence, clarity, and peace of mind.

We're a growing boutique estate planning and estate administration law firm serving families throughout New York's Capital Region and Northern Hudson Valley. We combine exceptional legal counsel with education, compassion, and technology to create an experience that clients genuinely appreciate.

• Competitive Greatness.
• Unimpeachable Character.
• Sincere Candor.
• Always Be Growing.

We have high standards, a collaborative culture, and a strict "no jerks" policy. We challenge one another to continually improve while supporting each other every step of the way.

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.

Why Join Four Corners Legacy Law?

We believe attorneys do their best work when they can focus on counseling clients—not getting buried in unnecessary administrative work.

You'll be supported by an experienced team, modern technology, proven systems, and a collaborative culture that encourages growth and innovation. You'll have the opportunity to build lasting client relationships, expand your expertise in estate planning and elder law, and make a meaningful impact on the lives of the families we serve.

If you're looking for a career—not just another legal job—and want to help families live well, plan wisely, and leave a lasting legacy, we'd love to hear from you.