Estate Planning Attorney

Profile

Job Overview

A law firm seeks an Estate Planning Attorney in Riverhead, NY. The ideal candidate will possess strong analytical, negotiation, and organizational skills to draft wills, trusts, and powers of attorney. This role requires a high level of responsibility to ensure estate management aligns with the owner's wishes.

Duties

• Serve as a direct point of contact for clients, guiding them through estate planning strategies.
• Advise clients on estate planning options and provide fiduciary recommendations.
• Mentor less-experienced team members and support their growth.
• Contribute to team success and maintain a positive office culture.
• Enhance the firm's presence in Suffolk and Nassau Counties.
• Represent clients in court proceedings as necessary.
• Maintain organized and up-to-date client files.
• Advocate for clients by understanding their needs and forming strategic plans.
• Discuss asset distribution plans with clients.
• Collaborate with senior partners and paralegals on civil litigation processes.

Requirements

• Licensed to practice law in New York.
• Minimum of 3 years of experience in estate planning and probate matters.
• Ability to report to the office as required.
• High emotional intelligence and strong communication skills.
• Experience with client consultations and estate planning law issues.
• Active member of the American Bar Association.

Education

• 4-year degree with a legal background.
• J.D. degree required.

Certifications

• Licensed to practice law in New York.

Skills

• Business and tech-savvy or a quick learner.
• Understanding of real estate matters, including title insurance and property management.

Benefits

• Comprehensive estate planning services.
• Opportunities for professional growth and development.

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