Estate Planning Attorney

  • Posted on: 2 April 2019
  • By: admin941
Posted on : 
Contract Type: 
We are looking for an Estate Planning Attorney to join our New York, NY office.
Job Description:  Performs a wide variety of functions to support the firm’s Estate Planning practice.
⦁ Client Contact – Communicates with clients in person and via mail, email and telephone to commence an engagement, to keep the matter moving forward on a timely basis, and to make certain that the efforts of the  firm’s support staff are in tune with the client’s needs.
⦁ Third Party Contact – Communicates with financial advisors, insurance agents and companies, accountants, other members of the client’s “team” when authorized to do so by the client as may be necessary to complete the engagement.
⦁ Problem Solving – Proactively anticipates and resolves issues quickly.   
⦁ Delegation – Delegate tasks to support staff when appropriate, yet maintain sufficient direct client contact to ensure the client is satisfied with the progress on the matter and the amount of the attorney’s involvement
⦁ Draft Documents – Prepare drafting instructions for the support staff or prepare the initial draft of documents (if the matter is complex). 
⦁ Revenue Growth and Billable Time – Develop a client following to increase the firm’s revenues and keep track of and post all billable and non-billable work. 
⦁ Process Improvement – Makes recommendations to improve processes that will increase service quality and efficiency and responsiveness to clients.
⦁ Marketing – Participates in firms marketing activities, including public speaking engagements, writing articles and blogs, leading CLE seminars, and other activities
⦁ Firm Policies and Procedures – Adhere to firm policies and procedures
⦁ Other Duties – Performs other duties as assigned.
Job Requirements 
⦁ Must be a member of the State Bar of New York
⦁ At least 2 years of experience in estate planning and administration
⦁ Experience with guardianship proceedings
⦁ Knowledge with all aspects of the tax implications of trusts and estates
⦁ Solid knowledge in drafting wills, trusts and other estate planning documents
⦁ Job Type: Full-time
If interested, please send your resume, cover letter with salary requirement, and references to Please also indicate whether you need support for working authorization in the U.S.  Please include “New York” and the position you are applying for in the subject line of your email.