Estate Planning Attorney

Profile

Job Overview

A law firm seeks a seasoned Estate Planning Attorney for their Melville, NY office. The ideal candidate will have a strong background in wills, trusts, probate, and asset protection strategies, with proven experience in managing complex client matters and providing empathetic legal guidance.

Duties

• Meet with clients to assess needs, explain legal options, and develop tailored estate plans.
• Draft, review, and revise wills, trusts, powers of attorney, healthcare directives, and related documents.
• Advise on estate tax implications, asset protection, charitable giving, and business succession planning.
• Represent clients in probate proceedings and trust administration.
• Maintain and grow a strong client base through relationship-building, referrals, and community engagement.
• Stay current with relevant laws, regulations, and best practices.
• Collaborate with paralegals, assistants, and other attorneys to ensure efficient case handling.

Requirements

• J.D. from an accredited law school and active license to practice in New York.
• 2-3+ years of estate planning experience, including probate and trust administration.
• Strong client management and relationship-building skills.
• Exceptional drafting, research, and analytical abilities.
• Demonstrated ability to retain and grow a client base.
• High level of professionalism, discretion, and empathy when working with clients on sensitive matters.

Education

• J.D. from an accredited law school.

Certifications

• Active license to practice law in New York.

Skills

• Exceptional drafting and analytical skills.
• Strong client service and relationship-building abilities.
• Proficiency in estate planning and asset protection strategies.

Benefits

• 401K match (after vesting period).
• Health insurance contribution.

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