Key responsibilities include:
- 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 client case handling
- J.D. from an accredited law school and active license to practice in New York.
- 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.
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