Estate Planning Attorney: Own Matters & Client Impact

Orion Placement; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Confidential Employer in Queens, NY is seeking an attorney to counsel clients on estate planning strategies, draft wills, trusts, powers of attorney, and health care proxies, and manage probate matters from filing through distribution.

The role requires active New York Bar admission and 1+ year of direct estate planning experience, with hands-on probate accounting. You will work on diverse matters across trusts, estates, elder law, and Medicaid planning in a collaborative team.

Qualifications

• Active admission to the New York Bar.
• 1+ years of direct estate planning experience.
• Hands-on experience with estate administration and probate accounting.
• Experience drafting wills, trusts, and related estate planning documents.
• Strong client counseling, writing, organizational, and communication skills.
• Elder law, Medicaid planning, or guardianship experience preferred.

Responsibilities

• Counsel clients on estate planning strategies based on their family, financial, and long-term goals.
• Draft wills, trusts, powers of attorney, health care proxies, and related estate planning documents.
• Manage probate and estate administration matters from initial filing through settlement and distribution.
• Prepare and review probate petitions, estate accountings, court filings, and supporting documentation.
• Communicate directly with clients, beneficiaries, fiduciaries, courts, and other professionals throughout each matter.
• Handle matters involving New York Surrogate's Courts and applicable probate procedures.
• Assist with elder law, Medicaid planning, guardianship, and incapacity planning matters as experience allows.
• Manage multiple active matters while maintaining strong organization, responsiveness, and attention to detail.

Skills

New York Bar

Estate planning

Estate administration

Probate accounting

Drafting wills & trusts

Counseling & writing

Elder law / Medicaid planning

Job description

Confidential Employer in Queens, NY is seeking an attorney to counsel clients on estate planning strategies, draft wills, trusts, powers of attorney, and health care proxies, and manage probate matters from filing through distribution.

The role requires active New York Bar admission and 1+ year of direct estate planning experience, with hands-on probate accounting. You will work on diverse matters across trusts, estates, elder law, and Medicaid planning in a collaborative team.