Guardianship Estate Planning and Probate Associate Attorney

Profile

A law firm is seeking a dedicated and adaptable Associate Attorney to become part of its legal team, focusing on matters related to guardianship, estate planning, and probate. This position is well-suited for an attorney who thrives in a high-volume practice, enjoys building client relationships, and has a passion for helping families — including those with special needs — navigate critical life planning processes. The role requires a mix of direct client counsel, meticulous document preparation, and regular court involvement, all while maintaining a high standard of legal excellence and client service.

Primary Responsibilities:

• Oversee and manage a consistent caseload involving legal guardianships, conservatorships, and related protective proceedings.
• Advise and guide clients throughout all case stages, from initial consultation to final resolution.
• Draft, review, and file essential legal documents, including petitions, responses, and supporting materials for court filings.
• Participate in local court registry panels, fulfilling duties such as serving as a Court Visitor or acting as court-appointed legal counsel when assigned.
• Provide customized estate planning services tailored to individual client needs, with particular attention to clients responsible for loved ones with special needs.
• Prepare key estate planning instruments such as powers of attorney, wills, revocable and irrevocable trusts, and advance directives.
• Manage probate cases, ensuring that estates are properly administered and legal timelines are met.
• Conduct legal research and analyze developments affecting guardianship, probate, and estate planning laws and regulations.
• Draft internal case summaries, strategy reports, and advisory memoranda to maintain clear communication with supervising attorneys and firm leadership.
• Foster open communication channels with clients, court staff, opposing counsel, and professional service providers to ensure smooth case progression.
• Uphold compliance with applicable legal standards, ethical rules, and firm policies throughout the entire lifecycle of each case.

Qualifications & Education:

• Possesses a Juris Doctor (JD) degree earned from an accredited law institution.
• Licensed and in good standing to practice law within the state.
• At least 2 years of experience handling matters in estate planning, probate, family law, or similar fields is preferred.
• Direct experience managing guardianship and conservatorship cases is a strong advantage.

Required Skills:

• Exceptional legal writing, drafting, and document preparation capabilities.
• Strong ability to explain legal terms, processes, and obligations to clients in plain, accessible language.
• Outstanding organizational skills, capable of managing multiple cases and deadlines simultaneously without compromising accuracy.
• Client-centered approach with a focus on compassionate service and understanding diverse family dynamics.
• High attention to detail, ensuring all documents, filings, and internal records meet professional and legal standards.
• Strong interpersonal skills, with the ability to work collaboratively within a legal team while maintaining independence on assigned cases.
• Research proficiency, including the ability to assess and apply evolving legal precedents and statutory changes.

Certifications:

• Active membership in the state bar association, with a record in good standing.
• Additional certifications related to estate planning, elder law, or probate practice are a plus but not required.

Perks & Benefits:

• 401(k) plan with employer contribution options.
• Financial contributions toward health and dental insurance coverage.
• Disability insurance to provide income protection if needed.

Company info

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