Job Description

Estate Planning Attorney (Probate, Guardianships, Medicaid Planning) – Hybrid

New York, NY / Hackensack, NJ

Salary: $120,000 – $130,000

Hybrid Schedule | Temp-to-Perm Opportunity

NY Wills & Estates is seeking an experienced Estate Planning Attorney to join our growing team. This hybrid role offers the opportunity to handle meaningful client work in probate, guardianships, estate planning, and Medicaid planning while collaborating closely with Managing Attorney Vlad Portnoy.

If you are an attorney who enjoys working directly with clients, managing estate matters from start to finish, and practicing in Surrogate’s Court, this position offers a strong opportunity for professional growth in a supportive and highly professional environment.

This position begins as a temporary role with the intention of transitioning to a permanent position after a 90-day evaluation period.

• Manage probate and estate administration matters in Surrogate’s Court
• Draft wills, trusts, powers of attorney, and healthcare proxies
• Assist with Medicaid planning and eligibility strategies
• Draft and support special needs trusts
• Prepare and file Article 81 guardianship petitions
• Appear in Mental Hygiene Court when necessary
• Meet with clients and provide consultation regarding estate planning matters
• Draft petitions, motions, and supporting legal documents
• Manage deadlines and communications within the firm’s case management system
• Conduct legal research and collaborate on case strategy
• Participate in weekly and monthly case review meetings

• Licensed attorney in New York or New Jersey
• 5–7 years of experience in estate planning, probate, or Surrogate’s Court matters
• Strong client consultation and communication skills
• Experience drafting estate planning documents
• Ability to manage a varied caseload independently
• Highly organized and detail-oriented

Preferred Qualifications

• Licensed in both New York and New Jersey
• Experience with Medicaid planning
• Experience with Article 81 guardianships
• Special needs planning experience
• Litigation experience

Technology Used

• Caret Legal
• WealthCounsel
• LexisNexis
• Microsoft Office
• Adobe Acrobat
• Google Calendar
• Zoom
• Microsoft Teams
• ACRIS

At NY Wills & Estates, we are dedicated to helping clients plan for the future by offering expert legal services tailored to their individual needs. Our mission is to make estate planning accessible and easy to understand, ensuring clients have peace of mind knowing their families and assets are protected. We pride ourselves on integrity, exceptional client service, and a commitment to professional excellence. If you want to be part of a reputable firm with a strong client-centric approach, we’d love to have you on our team.

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