Estate Planning - Elder Law Attorney

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Job Title: Estate Planning - Elder Law Attorney

Job Overview:
A boutique legal practice located in Chatham, NY, is seeking a seasoned attorney to join its estate planning and elder law team. This position is ideal for a professional with a passion for client interaction, asset protection strategies, and a desire to play a direct role in a firm’s growth. The role provides the opportunity to independently manage client matters while working within a collaborative and tech-forward environment. This firm values a personalized approach and offers a balanced lifestyle with flexible scheduling and a strong team culture.

Duties:

• Lead client consultations on estate planning, elder law, and probate matters

• Advise clients on fiduciary appointments such as trustees, powers of attorney, and guardians

• Draft customized estate plans using wills, revocable and irrevocable trusts, and asset protection strategies

• Guide Medicaid planning, asset transfers, and trust funding

• Collaborate with financial planners, insurance professionals, and other advisors

• Oversee document execution, including remote and in-home signings as needed

• Supervise support staff in preparing and processing legal documents

• Deliver presentations and support firm-sponsored educational events

• Stay current on estate planning and elder law developments through legal research and internal briefings

Requirements:

• Admission to practice law in New York and good standing

• Minimum of 5 years of substantive experience in estate planning and elder law

• Demonstrated ability to communicate complex legal concepts to clients in an accessible manner

• Comfortable handling all aspects of estate planning from consultation to execution

• Technologically proficient and adaptable to evolving systems and tools

• Commitment to client service, attention to detail, and timely task execution

• Capable of working independently with a proactive, problem-solving mindset

Education:

• Juris Doctor (J.D.) from an accredited law school

Certifications:

• Active membership in the New York State Bar

Skills:

• Strong verbal and written communication skills

• Exceptional organizational and time-management abilities

• Empathy and professionalism in client interactions

• Experience with Microsoft Office Suite, Zoom, CRM platforms (e.g., Zoho), and calendaring systems

• Capacity to manage a fast-paced caseload with care and efficiency

• Collaborative mindset with a willingness to support team members

• Strong ties to the Capital Region or Northern Hudson Valley area preferred

Job Location:

• Chatham, NY

• In-office presence expected 3 days per week; flexibility for remote work on remaining days

Benefits:

• Health insurance coverage, including medical, dental, and vision

• Employer-paid accident and cancer insurance plans

• Retirement plan with 3% employer match (Simple IRA)

• Reimbursement for bar dues and required professional fees

• Paid time off with flexible scheduling options

• Ongoing legal education and professional development opportunities

• Positive work environment with emphasis on work-life balance and career growth

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