Estate Planning & Probate Attorney

Orion Placement

New York (NY)

On-site

USD 90,000 - 130,000

Full time

3 days ago
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Job summary

Confidential Employer in Queens, NY is seeking an associate to counsel clients on estate planning, draft wills and trusts, and manage probate and estate administration from filing through distribution.

The candidate should have NY Bar admission and at least 1 year of direct estate planning experience, with strong writing and client communication skills; elder law and guardianship exposure is a plus.

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 is 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

Estate planning
Wills & trusts
Client counseling
Drafting documents

Job description

  • Join a respected, client-focused trusts and estates practice where your work directly helps individuals and families protect their futures.
  • Handle meaningful estate planning, probate, and estate administration matters with significant client contact and ownership.
  • Work on a diverse mix of matters involving wills, trusts, probate proceedings, estate administration, and sophisticated family planning.
  • Build deeper expertise in trusts and estates while gaining exposure to elder law, Medicaid planning, and guardianship matters.
  • Join a collaborative legal team that values thoughtful counsel, responsiveness, accuracy, and high-quality client service.
Location

Queens, New York. This is an on-site opportunity serving clients throughout the New York City and Long Island markets.

Note

Candidates must be admitted to practice in New York and have 1+ years of direct estate planning experience, along with hands-on experience in estate administration and probate accounting.

About Us

We are a client-centered New York trusts and estates practice helping individuals and families navigate estate planning, probate, estate administration, and elder law matters. Our team is committed to providing thoughtful, individualized legal solutions while making complex issues understandable and manageable for our clients. Confidential Employer.

Job Description
  • 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.
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 is preferred.
Why You Will Love Working Here
  • Meaningful client relationships and the opportunity to make a direct impact.
  • Substantive responsibility and hands-on ownership of sophisticated matters.
  • Exposure across estate planning, probate, estate administration, and elder law.
  • Collaborative environment with opportunities to deepen your trusts and estates expertise.
  • A practice that values professionalism, empathy, accuracy, and excellent client service.
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