What are the responsibilities and job description for the Attorney position at Estate Planning Law Center?
Estate Planning Law Center · New Hartford, NY · Onsite · Full-time · $65,000 – $120,000 plus bonus
You became a lawyer to help people. This is the job where you get to do it every day.
Families come to us after one of our estate planning workshops. Most are in their 60s and 70s. They've worked their whole lives for what they have, and they're worried about the nursing home, the court, the kids, and being a burden. They aren't looking for documents. They're looking for someone they can trust to tell them the truth and help them decide.
That's your job. You'll meet families one at a time in our Vision Meeting. You'll listen first, find out what matters most to them, show them honestly where their current plan leaves them exposed, and help them choose the right plan, that day. Then you'll see that plan through with them.
What makes this role different
● You'll have a proven process, not a blank page. Every Vision Meeting follows the same eight steps. Our attorneys who follow them sign families at 60% and above. You'll learn it step by step, with a written script, a checklist, and recordings to learn from.
● You'll be coached every week. One skill at a time, in a small group, with a clear standard for what "good" looks like. If you love getting better at your craft, you'll grow faster here than anywhere else in the region.
● You'll be trained thoroughly. Estate planning, asset protection, Medicaid planning, and post-death administration, in our systems, before you're on your own. You won't be thrown in.
● You'll be supported. Paralegals, coordinators, and client services specialists handle the work around you, so your time goes to clients.
● You'll stay. We're building a long-term team in the Mohawk Valley. We want an attorney who wants to be here in ten years, knows our families by name, and becomes the person the community trusts.
Who you are
● You genuinely care about people, and clients can feel it within the first five minutes.
● You hold yourself to a five-star standard: you remember names, call back the same day, anticipate what a family will need before they ask, and treat a 78-year-old widow the way you'd want your own mother treated.
● You're detail-oriented. You read the intake before the meeting, follow the checklist, and catch what others miss.
● You're coachable. When someone shows you a better way, you try it, measure it, and keep it.
● You understand that our fee is part of the help. A family that invests in the right plan follows through, and a firm that charges what its work is worth can be there for them for life. You can state a fee clearly, without apology and without pressure.
● You love learning, and you want to become the best estate planning attorney in the region.
● You're loyal. You're looking for a home, not a stepping stone.
What you'll do
● Run Vision Meetings with families who attended our workshops: listen, identify their issues, show them the value we can provide, and help them choose the right plan so they willingly engage us.
● Provide counsel in estate planning, asset protection, Medicaid planning, and post-death administration.
● Lead Design and Signing meetings for your clients, working with our support team to deliver the legal work.
● Give five-star service to clients, prospective clients, and their families: every call, email, and letter handled on time.
● Manage your assigned matters in our client management system (ActionStep), and help on others when needed.
● Follow our internal systems and processes, and help us improve them.
● Take part in weekly coaching, team meetings, and weekly reporting.
● Build professional and community relationships that bring referrals to the firm.
● Attend court hearings, TAPER events, and networking events as needed. Occasionally travel to client homes, hospitals, or other firm locations.
What you'll need
● J.D. and admission to the New York State Bar (or admission pending).
● 1–2 years of estate planning or elder law experience is preferred, not required. We will train the right person.
● Strong writing, listening, and organizational skills; comfort with Microsoft Office and legal practice software.
● Ability to work onsite in New Hartford, Monday – Friday, 8:00 AM – 5:00 PM.
What you'll receive
● Salary range: $65,000 – $120,000, based on experience.
● Vacation and sick time, health, dental, life insurance, long-term disability, 401K with up to 4% match, paid holidays plus birthday holiday
● Weekly coaching, a written playbook, and a full training program in your first 90 days.
● A stable, supportive team and a clear path to grow.
How to apply
Send your résumé and a short note (150 words or fewer) answering this question:
Tell us about a time you helped someone make a hard decision. What did you do, and how did it turn out?
Salary : $65,000 - $120,000