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Attorney – Hybrid Position NYC or Northern New Jersey
Salary not disclosed

Description

Attorney

Temporary to permanent position.


NY Wills & Estates, a New York and New Jersey wills & estates firm, is seeking a detail-oriented, client-focused Attorney to join our growing firm. This is an excellent opportunity to be a part of a highly professional, supportive team and work closely with Managing Attorney Vlad Portnoy, Esq., in a hybrid role (some days in our NYC office, other days from home).


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.


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.


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


About NY Wills & Estates

At NY Wills & Estates, we are dedicated to helping clients plan for the future by offering expert legal services tailored to their individual needs. Our mission is to make estate planning accessible and easy to understand, ensuring clients have peace of mind knowing their families and assets are protected. We pride ourselves on integrity, exceptional client service, and a commitment to professional excellence. If you want to be part of a reputable firm with a strong client-centric approach, we’d love to have you on our team.



Remote working/work at home options are available for this role.
Not Specified
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