Job Description

What’s in it for you?!

• Hands-on litigation experience from day one!

• Work closely with seasoned trial attorneys!

• Real client impact across complex legal matters!

• Supportive team culture with direct mentorship!

• Competitive pay, benefits, and career growth!

• Strong reputation built on results and advocacy!

If that’s you, let’s talk!

Job Type : Full Time

Location : New York, New York

Pay : Great Pay + Comprehensive Benefits

Job Description

Locations :
New York offices: 450 7th Ave., Ste. 1500, New York, NY 10123

New Jersey offices: 15 Warren St, Ste 36, Hackensack, NJ 07601



What You’ll Do

As an Attorney, you will manage all aspects of active matters in:

• New York & New Jersey Surrogate’s Courts – Probate, Administration, fiduciary support
• Article 81 Guardianship Proceedings – drafting petitions, communicating with parties, Mental Hygiene Court appearances
• Estate Planning – assisting with Trusts, Wills, POAs, Healthcare Proxies
• Medicaid Planning- working with the Team to assist clients in all aspects of Medicaid Planning and Elder Law

Your responsibilities will include:

• Meeting and consulting with clients
• Drafting petitions, motions, and estate-planning documents
• Keeping clients informed and responding to inquiries promptly
• Appearing in court as needed
• Coordinating with the managing attorney on strategy
• Managing deadlines, communications, and files in the firm's CMS
• Performing legal research
• Participating in weekly and monthly case reviews and team meetings

Tools & Platforms You’ll Use

Caret Legal, WealthCounsel, LexisNexis (templates + research), MS Office, Adobe Acrobat, Google Calendar, MS Teams, ACRIS, Zoom Communications, and NYSBA community forums.



Qualifications:

• Licensed in New York or New Jersey (the other state is a strong plus)
• 5–7 years of experience in:
• Probates
• Estate Planning
• Medicaid Planning
• Special Needs Planning
• Guardianships (incl. Article 81)
• Litigation experience is a plus
• Experienced in estate planning and/or Surrogate’s Court matters
• Organized, proactive, responsive, and comfortable handling clients directly
• Able to manage a varied caseload with professionalism and empathy

Compensation:

• Base pay: $120,000-$130,000 or commensurate with experience
• Temp-to-perm (90-day probationary period)
• Hybrid Work Structure (3 days in-office, 2 remote)

Responsibilities
You will support and manage matters across five core practice areas:

Surrogate’s Court

• Probate and Administration
• Fiduciary support
• Client updates and filings

Estate Planning

• Draft Wills, Trusts, POAs, and Health Care Proxies
• Assist with client consultations and strategy

Medicaid Planning

• Prepare planning documents
• Assist clients with eligibility strategy

Special Needs Planning

• Draft and support Special Needs Trusts

Guardianships (Including Article 81)

• Draft petitions
• Coordinate with involved parties
• Appear in Mental Hygiene Court when required

Additional Responsibilities

• Meet and consult directly with clients
• Draft petitions, motions, and estate-planning documents
• Manage deadlines, files, and communication in Caret Legal
• Conduct legal research
• Participate in weekly and monthly case reviews and team meetings

Tools You’ll Use

• Caret Legal
• WealthCounsel
• LexisNexis (research + templates)
• MS Office and Adobe Acrobat
• Google Calendar, Zoom Communications, MS Teams
• ACRIS
• NYSBA community forums

Work Structure

This is a hybrid role:

Some days are in our New York office  and/or New Jersey Office

Other days working remotely

We value flexibility while maintaining the highest level of client service.

Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days

#INDEH123

Job Tags

Permanent employment, Full time, Temporary work, Remote work

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