Estate Planning & Probate Attorney — Own Complex Trust Matters

Orion Placement; New York (NY); On-site; USD 90,000 - 130,000; Full time

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

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.