NY Wills & Estates · 2 days ago
Associate Attorney – Hybrid Position NYC
Law Offices of Vlad Portnoy, P.C. is a New York and New Jersey wills & estates firm seeking a detail-oriented, client-focused Associate Attorney for a temporary position covering maternity leave. The role involves managing all aspects of probate, estate planning, guardianship proceedings, and real property transfers while providing exceptional client service in a hybrid work environment.
Services for the Elderly and Disabled
Responsibilities
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
Draft Wills, Trusts, POAs, and Health Care Proxies
Assist with client consultations and strategy
Prepare planning documents
Assist clients with eligibility strategy
Draft and support Special Needs Trusts
Coordinate with involved parties
Appear in Mental Hygiene Court when required
Prepare deeds and NYS transfer forms using ACRIS
Conduct legal research
Qualification
Required
Licensed in New York (New Jersey a strong plus)
3–5 years experience in: Probates
3–5 years experience in: Estate Planning
3–5 years experience in: Medicaid Planning
3–5 years experience in: Special Needs Planning
3–5 years experience in: 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