What are the responsibilities and job description for the Senior Estate Planning Attorney – A Unique Opportunity at Sovak Law position at Law Offices of Stefanie A. Sovak?
Are you an experienced estate planning attorney looking for more than just a job? Do you want to be part of a firm that truly makes a difference in the lives of families, helping them protect everything they hold dear?
At Sovak Law, we’re not just about drafting wills and trusts—we’re about preserving legacies, protecting loved ones, and providing peace of mind. Our entrepreneurial estate planning and elder law firm is growing rapidly, and we’re searching for a seasoned, empathetic, and driven Senior Attorney to join our team. This is an opportunity to step into a leadership role, work alongside our owners and attorneys, and contribute meaningfully to both our firm’s success and the well-being of our clients.
Why Join Us?
We are known for our deep commitment to compassionate client service, ensuring that the wealth our clients have worked so hard to accumulate stays protected and benefits their loved ones. At Sovak Law, “wealth” means more than just assets—it’s also the values, insights, stories, and experiences that make up a person’s legacy.
We need a high-caliber estate planning and elder law attorney who can hit the ground running and contribute immediately. If you thrive in a fast-paced environment, love helping families, and want to be part of a firm where your work is truly valued, keep reading.
What You’ll Be Doing
From day one, you’ll be a key player in helping clients secure their futures and in shaping the firm’s ongoing success. Your responsibilities will include:
- Leading client consultations to help potential clients understand their legal options and retain the firm.
- Providing exceptional service and clear, compassionate guidance to our clients.
- Drafting and reviewing estate planning documents (including wills, Medicaid Asset Protection Trusts, revocable trusts, special needs trusts, tax sheltering trusts, powers of attorney, and advanced directives).
- Overseeing legal document accuracy and mentoring junior attorneys in best practices.
- Handling Medicaid and Special Needs Planning cases with a keen legal eye.
- Training and guiding junior attorneys and support staff, ensuring high standards across the firm.
- Proactively identifying legal risks and developing strategies to prevent costly litigation.
- Expanding our firm’s impact by actively engaging in business development, serving on boards, and building key referral relationships.
- Improving processes and efficiency, ensuring seamless case flow.
- Leading a special initiative to formalize and expand the firm’s trust administration services.
Who You Are
This role is not for everyone, but if the following sounds like you, we should talk:
- You genuinely love working with the elderly and their families.
- You take pride in bringing peace of mind to others.
- You are a self-starter who adapts easily to evolving priorities.
- “No drama” is your middle name—you focus on solutions, not problems.
- You can juggle multiple tasks effortlessly and switch gears without missing a beat.
- You don’t believe that any task is “beneath you”—whether it’s advising a client or scanning a document.
- You’re client-focused, professional, and positive in every interaction.
What We’re Looking For
- 6 years of experience in Estate Planning or Elder Law in New York.
- Juris Doctorate from an accredited law school and a current NY law license.
- LL.M. in a related field (preferred but not required).
- Deep understanding of tax law as it relates to estate planning.
- Strong decision-making, problem-solving, and communication skills.
- Proficiency in Microsoft Office (experience with Clio, Wealth Counsel, and Decision Vault is a plus).
- The ability to connect with clients and put them at ease, even in difficult conversations.
Why Sovak Law?
We are not your typical law firm—we are a team that genuinely cares. Our culture is built on compassion, education, and a mission to help families make the best decisions for their futures. Whether it's protecting assets from nursing home costs, avoiding probate headaches, or minimizing estate taxes, we know our work changes lives.
Compensation & Benefits
- Competitive base salary plus profitability-based bonuses
- Paid vacation and holidays
- Health insurance
- 401K retirement plan
- A collaborative and supportive team environment
Are You Ready to Make a Real Impact?
If you’re looking for more than just a job—if you want to be part of a team that values your skills, supports your growth, and helps families every day—we want to hear from you.
Apply now and take the next step in your career with Sovak Law!