Job Details
Associate Attorney
2026-01-15 NY Wills & Estates all cities,AK
Description:
Clio Manage, WealthCounsel, Lexis (templates + research), MS Office, Adobe Acrobat, Google Calendar, Zoom, MS Teams, ACRIS, Vonage Business Communications, and NYSBA community forums.
Work Structure
This is a hybrid role. Some days in our New York office, other days working remotely. We value flexibility while maintaining the highest level of client service.
Compensation:
Responsibilities
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
• Real Property Transfers - preparing deeds and NYS transfer forms using ACRIS
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
• Prepare deeds and NYS transfer forms using ACRIS
• Manage deadlines, files, and communication in Clio Manage
• Conduct legal research
• Participate in weekly and monthly case reviews and team meetings
Qualifications
• Licensed in New York or New Jersey
• 3-5 years of experience in Probates, Estate Planning, Medicaid Planning, Special Needs Planning, and 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
Candidates must also call (503) ###-####, listen to the recording, and leave a message. Applicants that skip this step will NOT be considered.
Description
Associate Attorney
NY Wills & Estates, a New York and New Jersey wills & estates firm, is seeking a detail-oriented, client-focused Associate Attorney to step in. This is an excellent opportunity to join 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
Candidates must also call (503) ###-####, listen to the recording, and leave a message. Applicants who skip this step will NOT be considered.
What You'll Do
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 Clio Manage
- Performing legal research
- Participating in weekly and monthly case reviews and team meetings
Clio Manage, WealthCounsel, Lexis (templates + research), MS Office, Adobe Acrobat, Google Calendar, Zoom, MS Teams, ACRIS, Vonage Business Communications, and NYSBA community forums.
Work Structure
This is a hybrid role. Some days in our New York office, other days working remotely. We value flexibility while maintaining the highest level of client service.
Compensation:
- Base pay: $65-70/hr
- Temp-to-perm (90-day probationary period)
- Hybrid Work Structure (3 days in-office, 2 remote)
Responsibilities
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
• Real Property Transfers - preparing deeds and NYS transfer forms using ACRIS
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
• Prepare deeds and NYS transfer forms using ACRIS
• Manage deadlines, files, and communication in Clio Manage
• Conduct legal research
• Participate in weekly and monthly case reviews and team meetings
Qualifications
• Licensed in New York or New Jersey
• 3-5 years of experience in Probates, Estate Planning, Medicaid Planning, Special Needs Planning, and 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
Candidates must also call (503) ###-####, listen to the recording, and leave a message. Applicants that skip this step will NOT be considered.