Estate Attorney
Apply NowCompany: The Feller Group, P.C.
Location: Mahopac, NY 10541
Description:
Description
We are seeking an experienced Trusts and Estates Attorney with Surrogate's Court expertise. You should be a team player, have a strong interest in the areas of Probate, Administration, Article 17 A Guardianships, Surrogate's Court Litigation, and Estate Planning. A background in Medicaid Planning, Elder Law, and Special Needs Planning is a plus.
We value excellent writing, organizational, and analytical skills, strong attention to detail, and the motivation of a self-starter. The best candidates are results-oriented, solution-focused, and team players. They love the law and are fierce advocates for their clients. They have a can-do attitude and are willing to do whatever it takes, whenever it is needed, to get the job done.
If you're passionate about guiding families through probate, administration, guardianships, and estate planning - and if you believe the law is a tool for empowerment - we want to meet you.
Responsibilities
Manage and oversee the probate and administration process, including filing necessary court documents, communicating with beneficiaries, resolving estate disputes, and initiating estate litigation.
Proactively and independently manage a caseload, working cases from beginning to end.
Prepare and oversee estate planning documents including Last Wills and Testaments, Revocable Trusts, Irrevocable Trusts, Durable Powers of Attorney, Health Care Proxies, Deeds, Realty Trusts, Change of Beneficiary Forms, etc.
Guide clients through trust administration, ensuring compliance with legal requirements and facilitating the distribution of assets to beneficiaries.
Conduct legal research and analysis on probate and trust administration issues, providing insightful guidance and recommendations to clients.
Draft and review legal documents, such as petitions, notices, and trust agreements, with keen attention to detail and accuracy.
Witness/notarize the signing of documents, stamp/seal, finalize, summarize, upload, and deliver casework with a review of the next steps and follow-up to the completion of all outstanding tasks.
Participate in new client development, creation of marketing/educational materials, and building opportunities for growth and improvement of the firm.
Qualifications
Juris Doctor (J.D.) degree from an accredited law school.
Admission to the New York State Bar.
Valid Driver's License.
2+ years of experience in Trusts and Estates law, with Surrogate's Court practice required
Experience in Medicaid Planning, Elder Law, or Special Needs Planning is a strong plus.
Must have excellent writing, research, analytical, and organizational skills, and be a motivated self-starter.
Ability and desire to professionally interact with clients.
Deadline and detail-oriented.
Commitment to maintaining the highest standards of professionalism, integrity, and client confidentiality.
Compensation, Benefits, And Schedule
The typical schedule for this role is 8:30 AM - 5:00 PM, with flexibility for client workshop presentations
The base salary range is anywhere from $80,000 to $140,000 annually, dependent upon experience and qualifications
Competitive base salary with performance-based compensation for total On Target Earnings of $140,000 annually.
Comprehensive benefits package includes paid holidays, paid time off, health insurance, vision insurance dental insurance
This is a full-time hybrid position with your in-office schedule being based on client demand for in-person meetings, and department coverage needs
We are seeking an experienced Trusts and Estates Attorney with Surrogate's Court expertise. You should be a team player, have a strong interest in the areas of Probate, Administration, Article 17 A Guardianships, Surrogate's Court Litigation, and Estate Planning. A background in Medicaid Planning, Elder Law, and Special Needs Planning is a plus.
We value excellent writing, organizational, and analytical skills, strong attention to detail, and the motivation of a self-starter. The best candidates are results-oriented, solution-focused, and team players. They love the law and are fierce advocates for their clients. They have a can-do attitude and are willing to do whatever it takes, whenever it is needed, to get the job done.
If you're passionate about guiding families through probate, administration, guardianships, and estate planning - and if you believe the law is a tool for empowerment - we want to meet you.
Responsibilities
Manage and oversee the probate and administration process, including filing necessary court documents, communicating with beneficiaries, resolving estate disputes, and initiating estate litigation.
Proactively and independently manage a caseload, working cases from beginning to end.
Prepare and oversee estate planning documents including Last Wills and Testaments, Revocable Trusts, Irrevocable Trusts, Durable Powers of Attorney, Health Care Proxies, Deeds, Realty Trusts, Change of Beneficiary Forms, etc.
Guide clients through trust administration, ensuring compliance with legal requirements and facilitating the distribution of assets to beneficiaries.
Conduct legal research and analysis on probate and trust administration issues, providing insightful guidance and recommendations to clients.
Draft and review legal documents, such as petitions, notices, and trust agreements, with keen attention to detail and accuracy.
Witness/notarize the signing of documents, stamp/seal, finalize, summarize, upload, and deliver casework with a review of the next steps and follow-up to the completion of all outstanding tasks.
Participate in new client development, creation of marketing/educational materials, and building opportunities for growth and improvement of the firm.
Qualifications
Juris Doctor (J.D.) degree from an accredited law school.
Admission to the New York State Bar.
Valid Driver's License.
2+ years of experience in Trusts and Estates law, with Surrogate's Court practice required
Experience in Medicaid Planning, Elder Law, or Special Needs Planning is a strong plus.
Must have excellent writing, research, analytical, and organizational skills, and be a motivated self-starter.
Ability and desire to professionally interact with clients.
Deadline and detail-oriented.
Commitment to maintaining the highest standards of professionalism, integrity, and client confidentiality.
Compensation, Benefits, And Schedule
The typical schedule for this role is 8:30 AM - 5:00 PM, with flexibility for client workshop presentations
The base salary range is anywhere from $80,000 to $140,000 annually, dependent upon experience and qualifications
Competitive base salary with performance-based compensation for total On Target Earnings of $140,000 annually.
Comprehensive benefits package includes paid holidays, paid time off, health insurance, vision insurance dental insurance
This is a full-time hybrid position with your in-office schedule being based on client demand for in-person meetings, and department coverage needs