Job Description Job Description
We're Hiring: Associate Attorney - Estate Planning & Probate (2+ Years Experience)
New York Hybrid
$90,000 - $120,000 (Based on Experience)
Join Morgan Legal Group, P.C.
Morgan Legal Group, P.C. is seeking a motivated and detail-oriented Associate Attorney with approximately 2 years of experience in estate planning, probate, and estate administration to join our growing Trusts & Estates practice.
This role is ideal for an attorney looking to build a long-term career in trusts and estates while gaining hands-on experience managing client matters, appearing in Surrogate's Court, and working alongside experienced practitioners in a collaborative and fast-paced environment.
The successful candidate will assist with and manage a variety of estate planning, probate, estate administration, trust administration, and guardianship matters throughout New York State.
Responsibilities
- Draft estate planning documents, including Wills, Revocable and Irrevocable Trusts, Powers of Attorney, Health Care Proxies, and Living Wills
- Handle probate and administration proceedings from inception through completion under attorney supervision as needed
- Prepare petitions, affidavits, accountings, and other Surrogate's Court filings
- Assist executors, administrators, trustees, and beneficiaries with estate and trust administration matters
- Conduct client consultations and gather information necessary for estate planning and administration
- Appear in New York Surrogate's Courts and related proceedings
- Draft legal correspondence, memoranda, and court filings
- Coordinate with financial institutions, accountants, title companies, and other professionals involved in estate matters
- Maintain accurate case records and ensure compliance with court deadlines
- Assist with Article 81 Guardianship proceedings and related matters
- Support trust and estate litigation matters when necessary
- Manage assigned caseload while providing exceptional client service
Qualifications
- Juris Doctor (J.D.) from an accredited law school
- Active admission and good standing with the New York State Bar
- Approximately 2 years of experience in estate planning, probate, estate administration, or trusts and estates law
- Working knowledge of New York Surrogate's Court Procedure Act (SCPA), Estates, Powers and Trusts Law (EPTL), and related statutes
- Experience drafting estate planning documents and preparing probate filings
- Strong legal writing, research, analytical, and communication skills
- Ability to manage multiple deadlines and client matters simultaneously
- Professional, compassionate, and client-focused demeanor
- Experience with Clio, Microsoft Office, and legal practice management software preferred
Compensation & Benefits
- Salary: $100,000 - $120,000 annually, based on experience
- Hybrid work flexibility
- Annual billable requirement of 1,700 hours
- Paid New York State and Federal Holidays
- Two (2) weeks Paid Time Off (PTO)
- $350 Monthly Health Benefit Stipend (after eligibility requirements are met)
- 401(k) retirement plan eligibility after one year of employment