What are the responsibilities and job description for the Estate Planning Attorney position at SCG Recruiting?
Estate Planning Attorney
-Melville, NY-
Our client, a highly respected, rapidly growing, and extremely compassionate team committed to providing superior service to the elderly, individuals with disabilities, and their families, is looking to add an Estate Planning Attorney with a strong background in wills, trusts, probate, and asset protection strategies.
The ideal candidate will have proven experience managing complex client matters, cultivating strong relationships, and providing clear, empathetic legal guidance. Key responsibilities include:
- Meet with clients to assess needs, explain legal options, and develop tailored estate plans.
- Draft, review, and revise wills, trusts, powers of attorney, healthcare directives, and related documents.
- Advise on estate tax implications, asset protection, charitable giving, and business succession planning.
- Represent clients in probate proceedings and trust administration.
- Maintain and grow a strong client base through relationship-building, referrals, and community engagement.
Requirements include a NYS bar license, 2 years’ experience in estate planning (probate and trust administration), strong client relationship skills, excellent legal drafting/research skills, and a high level of professionalism, discretion, and empathy when working with clients on sensitive matters. The salary range for this opportunity is $125,000 – $140,000 and includes medical coverage, 401k with employer match, and a discretionary annual bonus.
#INDATT
Pay: $125,000.00 - $140,000.00 per year
Benefits:
- 401(k) matching
- Health insurance
- Paid time off
Experience:
- Wills, trusts & estate law: 2 years (Required)
- Estate planning & administration: 2 years (Required)
License/Certification:
- NYS bar license (Required)
Ability to Commute:
- Melville, NY 11747 (Required)
Work Location: In person
Salary : $125,000 - $140,000