Estate Planning Attorney

Four Corners Legacy Law•Chatham, NY

18h•Hybrid

About The Position

Did You Become a Lawyer to Change Lives—Not Just Draft Documents?. Do you love meeting with people, solving complex problems, and helping families make wise decisions about their future?. Are you the kind of attorney who enjoys educating clients, building relationships, and designing thoughtful legal strategies—not simply producing documents?. Are you an experienced New York estate planning or elder law attorney who can independently manage matters from start to finish while enjoying the support of an outstanding administrative team?. Do you want to practice estate planning in a collaborative, mission-driven firm that values excellence, innovation, and genuine client care?. If so, we'd love to meet you. At Four Corners Legacy Law, we believe estate planning is about more than documents—it's about helping families navigate life's biggest transitions with confidence, clarity, and peace of mind. We're a growing boutique estate planning and estate administration law firm serving families throughout New York's Capital Region and Northern Hudson Valley. We combine exceptional legal counsel with education, compassion, and technology to create an experience that clients genuinely appreciate. Everything we do is guided by our core values: Competitive Greatness. Unimpeachable Character. Sincere Candor. Always Be Growing. We have high standards, a collaborative culture, and a strict "no jerks" policy. We challenge one another to continually improve while supporting each other every step of the way. This isn't a traditional drafting position or a litigation role. Your primary responsibility will be helping clients make some of the most important decisions of their lives. You'll meet with prospective and existing clients, uncover their goals and concerns, educate them about their options, and design personalized estate planning strategies that protect what matters most. You'll collaborate closely with our drafting team to ensure each plan is implemented accurately while remaining actively involved in legal strategy and complex planning decisions. You'll participate in regular attorney strategy meetings, collaborate with our probate and elder law team, and continue growing your knowledge in an environment that values continuous learning and innovation. If you enjoy connecting with people as much as practicing law, this is an opportunity to build meaningful relationships while making a lasting difference for families.

Requirements

Member in good standing of the New York State Bar.
Minimum three (3) years of estate planning experience.
Experience with elder law planning.
Strong knowledge of New York estate planning law.
Exceptional communication and client relationship skills.
Ability to confidently explain complex legal concepts in plain English.
Highly organized with outstanding attention to detail.
Self-motivated, collaborative, and committed to continuous learning.
Comfortable using technology and quickly learning new software.

Nice To Haves

Probate and estate administration experience.
Experience using WealthCounsel drafting software.
Experience with Medicaid planning and asset protection strategies.
Experience presenting educational seminars or public speaking.
Trust administration experience.
Estate tax experience.

Responsibilities

Conduct Life & Legacy Planning Sessions and estate planning consultations.
Analyze each client's family, financial, and personal circumstances to recommend appropriate planning strategies.
Design customized estate plans, including wills, revocable and irrevocable trusts, powers of attorney, health care proxies, living wills, and asset protection planning.
Collaborate with the drafting team using WealthCounsel to ensure accurate implementation of legal strategies.
Maintain exceptional communication with clients throughout the planning process.
Supervise and mentor legal assistants and paralegals as appropriate.
Collaborate with the probate team and fellow attorneys regarding planning strategies and legal developments.
Utilize technology, including Zoom, digital whiteboards, Zoho CRM, and other cloud-based systems to create an exceptional client experience.
Continuously seek opportunities to improve client service, internal processes, and professional knowledge.