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Attorney - Estate Planning

Job Description - Attorney - Estate Planning

Position Overview

A dynamic opportunity for an attorney with 2+ years of experience to transition into or grow within estate planning. This role is ideal for someone client-focused, comfortable in public-facing settings, and interested in long-term career development within a collaborative and growth-oriented legal environment.

Compensation & Requirements

  • Salary: $150,000 – $300,000 (DOE)
  • Experience: Minimum 2 years
  • License: Active New Jersey bar admission required
  • Estate planning experience not mandatory (training provided for the right candidate)

Key Expectations

  • Confident, engaging personality with the ability to present at live workshops
  • Availability to work in-office 4 days/week (remote on Fridays)
  • Strong interest in estate planning and client advisory

Core Responsibilities

  • Lead and develop the estate planning practice, improving systems and workflows
  • Collaborate with marketing to drive client acquisition and growth
  • Conduct consultations and provide tailored legal strategies
  • Manage the full client lifecycle from intake to post-signing
  • Draft and review estate planning documents (wills, trusts, POAs, etc.)
  • Maintain strong client relationships through proactive communication
  • Work cross-functionally with internal teams for seamless service delivery
  • Stay updated on legal developments in estate, tax, and elder law
  • Support team growth through mentoring and hiring

Qualifications & Skills

  • J.D. from an accredited law school
  • Strong drafting, analytical, and communication abilities
  • Client-first mindset with the ability to simplify complex legal concepts
  • Highly organized, detail-oriented, and collaborative
  • Admission to NY and/or PA is a plus
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