Aprio

Top 35 business advisory and CPA firm helping clients and team members achieve what's next.

Estate Planning Attorney

AttorneyAttorneyFull TimeRemoteTeam 1,001-5,000H1B SponsorCompany SiteLinkedIn

Location

New York

Posted

33 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

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