Attorney

Are you an attorney ready to break free from the traditional, outdated approach to law and step into a fresh, innovative, and client-focused environment? Imagine being part of a team that combines expert industry-leading legal counsel with cutting-edge technology and an approach that truly puts clients and their legacies first.

We are a rapidly growing, nationally recognized law firm leading the way in estate planning, elder law, and asset protection—and we’re looking for an attorney who’s ready to help redefine what it means to practice law in today’s world. This isn’t just another job; it’s an opportunity to elevate your career while making a meaningful impact in people’s lives. As part of our forward-thinking team, you’ll go beyond typical legal advice to become a trusted advisor for clients, guiding them through life’s most important decisions. Here, every client interaction is meaningful, and your work will provide them with peace of mind, knowing their assets are protected, their future is secure, and their legacy is honored. We’ve built a law firm where innovation and support drive your success.

Picture yourself in a modern practice that values work/life balance and provides a competitive salary, exceptional benefits, and generous PTO. We’re committed to your professional growth, offering continuous training, opportunities for advancement, and the resources you need to thrive. You’ll enjoy the excitement of working with an engaged support team of Paralegals, Coordinators, and Client Services Specialists while collaborating with forward-thinking leadership—all dedicated to helping you succeed. If you’re an organized, driven, and passionate attorney looking for a vibrant, cutting-edge place to take your career and future to the next level, this is your chance to step into a role that’s anything but stale.

Join us in setting the new standard for what a law firm can be. If this sounds like you, let’s talk!

Position Description  

Position Title:                   Attorney                                                          Location:                            Onsite - New Hartford

Department:                     Legal Services - Operations                        FLSA Status:                     Exempt

Reports to:                        Legal Services Coordinator                         Hours Per Week:            40 Hours/Full Time

Salary Range:                   $65,000.00 - $120,000.00                            Work Days/Hours:        Monday – Friday

8:00 AM – 5:00 PM

Position Summary  

The Attorney supports the vision and mission of the Estate Planning Law Center (EPLC) by providing legal counsel to clients seeking advice on estate planning, asset protection, elder law, Medicaid, and post-death administration. This role is crucial to the firm's success, as attorneys are responsible for identifying client needs and offering tailored legal solutions in line with the firm’s services and processes. The Attorney will independently manage estate planning and post-death administration client matters, lead support staff in delivering legal work, and maintain the firm's high reputation through professional and community relationships. The role also involves collaborating with the leadership team and contributing to the development and implementation of law firm technology, systems, and workflows. All law firm employees must always maintain confidentiality regarding clients, company interest, and employees.

Duties and Responsibilities

¨     To be skilled in listening and issues identification to be able to show prospects the value we can provide so they willingly engage us.

¨     Establish and maintain professional and community relationships to generate referrals for the firm.

¨     Provide quality customer service to clients, potential clients, and their families, including all client calls/emails and correspondence are handled in a timely manner.

¨     Highly skilled in providing counsel for Estate Planning, Asset Protection, Medicaid Planning, and Post-Death Administration.

¨     Adhere to all internal law firm systems and processes in delivering legal work to clients.

¨     Manage and oversee all client matters in our client management system that they are assigned; and assist on matters not assigned when required.

¨     Attend all court hearings required by the firm.

¨     Collaborate with financial and marketing managers when necessary.

¨     Actively participates in the required company calls and meetings and provides weekly reporting.

¨     Complete rocks, projects or tasks as requested by supervisor within the time frame allotted.

¨     Attend TAPER events and other networking/convention events as needed.

¨     Willingness to travel to remote law firm locations or to client homes, hospitals etc. when required.

¨     Adhere to company established core values.

¨     The company reserves the right to add or change duties at any time.

Qualifications Required

Academic:

·        J.D. degree

·        NY State License as attorney

·        1-2 Years of experience in Estate Planning or Elder Law preferred

Skills/Knowledge & Ability:

·        Above average administrative, clerical, and/or technical skills, and the ability to operate necessary office equipment and software:   

Ø Computer, Telephone, Fax, Scanner, Copier, Postage Meter

Ø Microsoft Office Suite (Excel, Outlook, Word, Publisher, Power Point)

Ø ActionStep

·        Type proficiently and accurately at a minimum of 35 to 40 words per minute.

• Knowledge, skills and ability to perform functions and develop administrative procedures and systems to manage all tasks at hand such as:

Ø Documenting information

Ø Word processing (dictation, correspondence, memos, etc…)

Ø Data entry and verification

Ø Managing files

Ø Project management

Ø Designing forms, training and/or marketing materials

Ø Drafting legal documents

·        Skilled at formatting and communicating effectively in writing as appropriate for the needs of the audience.

·        Ability to understand written words, sentences and paragraphs in work related documents.

·        Highly developed time management, organizational and prioritization/planning skills with the ability to multitask with clarity; facilitating several projects at the same time with the ability to monitor and assess one’s own self.

• Skilled at getting information by observing, receiving and/or researching to obtain information from relevant sources.
• Knowledgeable and able to evaluate information to determine compliance with standards.  
• Able to remember information such as words, numbers and procedures.

·        Professional level communication, interpersonal and relationship building skills. Able to listen (give full attention to what other people are saying), be empathetic and influence other people in written or verbal forms. Creatively presenting and disseminating information and concepts in an effective manner. 

·        Remain current with ever changing technology. 

·        Remain current with ever changing tax laws.

·        Demonstrate aptitude for working in sensitive environments requiring a high degree of confidentiality.

• ·        Able to identify developmental needs of others and coach, mentor or otherwise help others to improve their knowledge or skills.