Estate Planning Attorney

Profile

Job Overview

A mission-driven, boutique law firm is seeking a dedicated Estate Planning and Elder Law Attorney to join its hybrid practice based in Chatham, New York. This role is perfect for attorneys who value meaningful, client-centered legal work without the pressure of high billable hour demands. The firm offers a supportive, flexible, and tech-forward environment focused on helping families protect their futures. This position is being offered through a legal recruiting agency on behalf of the firm.

Location

• Chatham, NY

Duties

• Manage estate planning and elder law matters from start to finish

• Draft wills, trusts, powers of attorney, and other planning documents (ranging from simple to complex)

• Advise clients on estate and elder law options with clarity and compassion

• Supervise support staff on document preparation and trust funding

• Collaborate with financial advisors and insurance professionals

• Participate in community engagement through workshops, webinars, and educational events

Requirements

• 3–5 years of experience in estate planning and/or elder law

• Proven ability to work directly with clients and communicate complex legal topics clearly

• Highly organized, detail-oriented, and proactive in case management

• Familiarity with and willingness to use modern legal technologies (Zoom, MS Office, CRM systems, etc.)

• Personable and community-focused approach to legal service

Education

• Juris Doctor (JD) from an accredited law school

Certifications

• Active license to practice law in the State of New York

Skills

• Strong drafting and analytical skills in estate planning and elder law

• Excellent interpersonal and client communication skills

• Ability to manage caseload independently while working collaboratively within a team

• Tech-savvy and comfortable in a hybrid work setting

• Bonus: Experience with Medicaid planning, irrevocable trusts, probate, or estate administration

Benefits

• Performance-based bonuses

• Health, dental, and vision insurance

• 3% employer match Simple IRA

• Paid time off, bar dues, CLE, and professional development expenses covered

• Flexible work schedule and a collaborative team culture

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306