Estate Attorney

Profile

A law firm in Woodbury is seeking an Estate Attorney with a focus on client service, estate planning, estate administration, and elder law. The ideal candidate will have strong communication skills, critical thinking abilities, and a desire for professional growth in financial services and accounting.

Duties:

• Meet with clients to assess their estate planning needs and provide tailored legal advice.
• Draft, proofread, and finalize estate planning documents, including wills, trusts, and powers of attorney.
• Manage estate administration processes from initiation to completion, ensuring compliance with legal requirements.
• Communicate effectively with clients, financial institutions, and courts throughout the estate administration process.
• Participate in marketing efforts, social media projects, and community events to promote the firm's services.
• Provide concierge service to clients, offering personalized assistance and support.
• Support Medicaid intake, processing, and review with the Department of Social Services (DSS).

Requirements:

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the New York State Bar.
• 1+ years of experience in elder law, estate planning, and estate administration.
• Excellent verbal and written communication skills.
• Strong critical thinking and problem-solving abilities.
• Client service orientation with a focus on meeting client needs.
• Ability to work collaboratively in a team-oriented environment.
• The desire for professional growth and education in financial services and accounting.

Benefits offered:

• 401(k) with matching contributions.
• Health insurance coverage.
• Health savings account (HSA).
• Paid time off.
• Retirement plan options.

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