Estate Planning Attorney

This is a fully remote position, open to applicants in New York.

📋 Description

• Provide expert advice to clients regarding all facets of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorney, and tax strategies.

• Create, review, and modify estate planning documents customized to meet the unique needs of each client.

• Conduct consultations with clients to evaluate their goals, assets, and family dynamics, delivering clear guidance and recommendations.

• Oversee complex estates, including those with business interests, charitable contributions, and multi-generational planning.

• Work collaboratively with financial advisors, accountants, and other professionals to develop comprehensive estate plans.

• Keep abreast of relevant federal and state legislation affecting estate planning, probate, and tax issues.

• Represent clients in probate courts and assist with the administration of trusts and estates as necessary.

• Build trust and rapport with clients through effective communication, confidentiality, and attentive service.

⛳️ Requirements

• Juris Doctor (JD) degree from a recognized law school.

• Current license to practice law in the applicable state and/or a willingness to waive into jurisdictions to accommodate client needs.

• A minimum of five years of specialized experience in estate planning, involving direct client interaction.

• Proven expertise in drafting and executing estate planning documents.

• Strong knowledge of estate, gift, and generation-skipping transfer tax regulations.

• Exceptional communication, negotiation, and problem-solving abilities.

• Capability to manage sensitive issues with discretion and compassion.

• Proficient in legal research and practice management software.

🏝️ Benefits

• Medical, Dental, and Vision Insurance available from the first day of employment.

• Flexible Spending Account and Dependent Care Account options.

• 401k plan with Profit Sharing.

• More than 9 holidays and a discretionary time-off policy.

• Parental Leave benefits for both primary and secondary caregivers.

• Tuition Assistance Program and CPA support program with a cash incentive upon completion.

• Discretionary incentive compensation based on firm, group, and individual performance.

• Incentive compensation linked to the generation of new client sales.

• Highly-rated wellness program.

• Flexible work environment with remote and hybrid options.