Estate Planning Attorney

1-8 yrs required

Full-time

No

A law firm in Rochester, NY is seeking an experienced Estate Planning Attorney to join their team. The ideal candidate should have a strong background in drafting wills, trusts, powers of attorney, advanced directives, and other related documents. Additionally, experience in one or more of the following practice areas is preferred: probate, guardianship, Medicaid planning, and special needs planning.

Duties:

• Draft wills, trusts, powers of attorney, advanced directives, and other estate planning documents.
• Provide legal advice and guidance to clients on estate planning matters.
• Assist clients with probate proceedings, guardianship matters, Medicaid planning, and special needs planning.
• Conduct legal research and stay updated on relevant laws and regulations.
• Communicate effectively with clients to understand their needs and goals.
• Manage caseload and prioritize tasks to meet deadlines.
• Collaborate with colleagues and other professionals, such as financial advisors and accountants, to provide comprehensive estate planning services.

Requirements:

• Juris Doctor (.) degree from an accredited law school.
• Admission to the New York State Bar or eligibility for admission by waiver.
• 2+ years of experience practicing estate planning law.
• Strong drafting skills with attention to detail.
• Knowledge of relevant laws, regulations, and procedures.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite and legal research databases.

Preferred Certifications:

• Certification in estate planning or related field.
• Membership in relevant professional organizations.

Preferred Skills:

• Experience with estate planning software.
• Familiarity with Medicaid planning strategies and regulations.
• Ability to empathize with clients and address their concerns sensitively.
• Strong analytical and problem-solving abilities.
• Commitment to maintaining confidentiality and professionalism.
• Willingness to participate in continuing legal education to stay current on developments in estate planning law.

Legal