Aprio
Top 35 business advisory and CPA firm helping clients and team members achieve what's next.
Estate Planning Attorney
Location
New York
Posted
32 days ago
Salary
$150K - $175K / year
Professional Certificate5 yrs expEnglish
Job Description
• Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys, and tax strategies.
• Draft, review, and revise estate planning documents tailored to individual client needs.
• Conduct client consultations to assess goals, assets, and family dynamics, providing clear guidance and recommendations.
• Manage complex estates, including those involving business interests, charitable giving, and multi-generational planning.
• Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans.
• Stay current with federal and state laws impacting estate planning, probate, and tax matters.
• Represent clients in probate court and in the administration of trusts and estates as needed.
• Foster trust and rapport with clients through clear communication, confidentiality, and responsive service.
Job Requirements
- Juris Doctor (JD) degree from an accredited law school.
- Active license to practice law in the relevant state and/or willingness to waive into jurisdictions to meet client needs.
- At least five years of dedicated experience in estate planning, with direct client interaction.
- Demonstrated expertise in drafting and implementing estate planning documents.
- Strong understanding of estate, gift, and generation-skipping transfer tax laws.
- Excellent communication, negotiation, and problem-solving skills.
- Ability to handle sensitive matters with discretion and empathy.
- Proficiency with legal research and practice management software.
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options