Overview In this role you support a growing boutique practice in White Plains by handling estate planning, elder law, and Medicaid-related matters. You work closely with clients to translate personal goals into tailored planning strategies and collaborate with outside advisors to ensure cohesive recommendations. You will assist with probate and estate administration, research, and related real estate matters, contributing to high-quality client service and timely matter management. This is an opportunity to develop practical experience while balancing independent work with a collaborative team environment. ResponsibilitiesPrepare estate planning documents (wills, trusts, powers of attorney, health care directives) and related materialsMeet with clients to understand objectives and translate them into tailored strategiesCollect and analyze financial information to design effective estate and elder law plansCollaborate with accountants, financial planners, insurance representatives, and other advisors to align planning recommendationsSupport probate, estate settlement, and related administration from filing to follow-upMaintain regular communication with clients and stakeholders to provide updates and serviceConduct legal research and analysis to support planning recommendations and case strategyContribute to matters involving real estate issues as neededManage files efficiently with accurate documentation and deadlines Key requirementsEarly-career attorneyThoughtful and organizedComfortable balancing independent work with a collaborative team environmentExperience in estate planning, elder law, or Medicaid-related matters (implied)Strong communication and client service orientationThoughtfulOrganizedCollaborativeEstate planning document drafting (wills, trusts, POA, health care directives)Probate and estate administrationLegal research and written analysis
Not specified in the original listing.
Not specified in the original listing.
Robert Half is a global talent solutions and business consulting company specializing in staffing and recruitment for accounting, finance, financial services, technology, administrative, customer support, marketing and legal professionals. Founded in... Read More