Description

This is a client-facing position with significant responsibility. You will meet directly with clients, develop estate planning strategies, guide families through probate and estate administration, and conduct annual meetings with members of the client C.A.R.E. Program.

You will work with our paralegals, Workflow Coordinators, Case Managers, and administrative professionals to manage much of the scheduling, workflow, and file management so you can focus on practicing law.

If you have the ability to handle a diverse caseload, have stellar interpersonal and time management skills, can communicate effectively, and use today's technology well, please start your application today!

Compensation- $90,000 - 95,000, Potential for bonuses based upon production

Responsibilities
• Conduct estate planning consultations, design and signing meetings.
• Advise clients regarding wills, revocable trusts, irrevocable trusts, powers of attorney, health care proxies, living wills, and related planning strategies.
• Handle probate and estate administration matters.
• Conduct annual C.A.R.E. Program review meetings.
• Review and edit estate planning documents.
• Build relationships with clients and referral partners.
• Collaborate with attorneys and staff to deliver an exceptional client experience.

Qualifications
• Licensed to practice in New York state and in good standing.
• Two or more years of experience in estate planning, elder law, probate, trust administration, or closely related practice areas.
• Excellent communication and client relationship skills.
• NYS Drivers License

Preferred, but not required:
• Crisis Medicaid planning experince
• Familiarity with Irrevocable Medicaid Asset Protection Trust planning.
• Experience in Special Needs Planning, business succession planning, business entities, asset protection planning, or estate/trust litigation.
• Public speaking, seminar, or workshop presentation experience is a plus, but not required.