Job Description

This is a client-facing position with significant responsibility. You will meet directly with clients, develop estate planning strategies, guide families through probate and estate administration, and conduct annual meetings with members of the client C.A.R.E. Program.

You will work with our paralegals, Workflow Coordinators, Case Managers, and administrative professionals to manage much of the scheduling, workflow, and file management so you can focus on practicing law.

If you have the ability to handle a diverse caseload, have stellar interpersonal and time management skills, can communicate effectively, and use today’s technology well, please start your application today!

Compensation- $90,000 - 95,000, Potential for bonuses based upon production

$90,000 - 95,000 Potential for bonuses based upon production

• Manage administrative assistants, paralegals, and law clerks
• Take responsibility for administrative staff relating to client invoicing/billing records, setting up meetings with clients and completing tasks
• Analyze client needs, identify solutions, and determine case strategies

• Conduct estate planning consultations, design and signing meetings.
• Advise clients regarding wills, revocable trusts, irrevocable trusts, powers of attorney, health care proxies, living wills, and related planning strategies.
• Handle probate and estate administration matters.
• Conduct annual C.A.R.E. Program review meetings.
• Review and edit estate planning documents.
• Build relationships with clients and referral partners.
• Collaborate with attorneys and staff to deliver an exceptional client experience.

• Ability to use Microsoft Office is required
• Jobseekers should be a member of their local bar association - active member preferred Association
• Communication, problem-solving, decision-making, interpersonal, and public speaking skills required
• Graduation from law school with Juris Doctorate (J.D.) degree and experience in representing clients for at least 2 years
• Prior experience working in a law firm for a minimum of 1-2 years required
• Able to work independently while handling multiple files

• Licensed to practice in New York state and in good standing.
• Two or more years of experience in estate planning, elder law, probate, trust administration, or closely related practice areas.
• Excellent communication and client relationship skills.
• NYS Drivers License

Preferred, but not required:

• Crisis Medicaid planning experince
• Familiarity with Irrevocable Medicaid Asset Protection Trust planning.
• Experience in Special Needs Planning, business succession planning, business entities, asset protection planning, or estate/trust litigation.
• Public speaking, seminar, or workshop presentation experience is a plus, but not required.

Safe Harbor Wills and Trusts is a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues.

Our practice areas are limited to: Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings.

Safe Harbor Wills and Trusts believes in giving back to our communities. Employees are encouraged to participate in community and charitable events. When it comes to our team giving back, we believe we can all do well if we all do good.

We offer paid vacations, health insurance, life insurance, and a 401(k).

Compensation details: 90000-95000 Yearly Salary

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