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A well-established and highly regarded law firm in New York is seeking a mid-level Trusts & Estates Attorney to join its growing private client practice. This role offers the opportunity to work on sophisticated estate planning and estate/trust administration matters for high-net-worth individuals, families, and closely held business owners. Key Responsibilities: • Draft and implement comprehensive estate plans, including wills, revocable and irrevocable trusts, powers of attorney, and health care directives, • Advise clients on estate, gift, and generation-skipping transfer tax planning strategies, • Handle estate and trust administration, including probate proceedings and fiduciary guidance, • Prepare federal and New York estate tax filings, • Collaborate with financial advisors, accountants, and family offices, • Participate in client development and relationship management Qualifications: • 4–7 years of trusts and estates experience, • Strong drafting skills and experience with complex estate planning structures, • Familiarity with New York probate procedures and Surrogate’s Court practice, • Experience with federal and New York estate and gift tax matters, • Excellent communication and client-facing skills, • Active admission to the New York Bar Compensation • Salary range: $170,000-$235,000 annually + performance bonuses, • (Factors that may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate.), • Comprehensive benefits package, subject to eligibility requirements, including:, • Medical, dental, and vision insurance, • 401(k) retirement plan, • Paid holidays annually

LHH Recruitment Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice. Details below: · You will counsel ultra-high-net-worth individuals, families, and their entities on all aspects of trusts & estates planning and wealth transfer strategies, serving as a trusted advisor on sensitive family wealth matters – o Drafting and implementing robust estate plans tailored to each client’s financial and personal objectives; o Developing strategies to minimize estate, gift, and generation-skipping transfer taxes to protect and preserve client wealth; o Assisting fiduciaries with administering estates and trusts – providing guidance through probate proceedings, preparing required filings and advising on the efficient distribution of assets; and o Working closely with clients’ broader advisory team (financial planners, accountants) and alongside the firm’s tax and corporate attorneys to address complex ownership structures, business succession plans, and cross-disciplinary issues that arise in high-value estates. · With an immersive 360-degree experience, this position is great steppingstone to in-house, if that is one of your career goals. · This firm is renowned for its friendly, collaborative culture and strong commitment to attorney development and retention. They prioritize long-term sustainability over short-term burnout – with a soft target of ~1850 hours/year (you can bill 1600 and be in good standing, for instance). · Elevation typically occurs in the 10th year of practice. · Cravath-scale salary. · Hybrid work setup (in-office 3 days a week – Tuesdays, Thursdays, and one flex day of your choice). Current experience as a trust & estate associate at an AmLaw firm is required Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

A growing and well-established law firm is seeking an experienced Paralegal with a focus on Trusts & Estates. This position offers the opportunity to work within a sophisticated practice supporting high-net-worth individuals, families, and privately held businesses on a range of domestic and international estate planning and administration matters. This is a newly created role driven by continued practice growth and provides meaningful, hands-on involvement in complex legal work. Key Responsibilities • Assist attorneys in the preparation of estate planning documents, including wills, trusts, powers of attorney, and healthcare directives, • Draft and review probate and estate administration filings, • Conduct legal research related to estate law, tax considerations, and trust regulations, • Maintain and organize confidential client records and case files, • Communicate with clients, financial institutions, and court personnel, • Coordinate the preparation of estate asset inventories and valuations, • Support estate and gift tax planning and compliance, • Prepare and file probate court documents, • Prepare trust accountings, • Assist with domestic and international gift and estate tax return preparation, • Obtain Taxpayer Identification Numbers (TINs) Qualifications • Minimum 3+ years of experience as a Trusts & Estates Paralegal in a law firm environment, • Strong knowledge of New York State estate planning laws and procedures, • Experience preparing probate petitions for Surrogate’s Court matters, including multi-jurisdictional estates, • Solid understanding of estate administration, including asset transfers, creditor claims, and beneficiary distributions, • Experience with trust administration, including contribution notices and life insurance trusts, • Ability to prepare estate and trust accountings and related documentation, • Experience forming business entities (e.g., LLCs) and drafting operating agreements, • Familiarity with preparation of U.S. estate and gift tax returns, • Proficiency in legal research tools and databases, • Experience with tax and accounting software (e.g., FAS/FPS, GEMS, or similar platforms), • Strong skills in Microsoft Office Suite (Word, Excel, PowerPoint, Teams)

Fast growing firm seeks Probate and Estate Administration Attorney Full Time | New York and or New Jersey Goldburd McCone LLP is seeking a full time Probate Attorney with at least 3-5 years of experience handling both contested and uncontested probate matters. This is a remote role. This role is ideal for an attorney who is comfortable managing files independently, appearing in court, and supervising the preparation and review of pleadings prior to filing. Requirements • Admitted to practice in New York or New Jersey, • Admission in both states is strongly preferred, • 3 to 5 years+ of experience in probate and estate administration, • Experience handling contested matters, including objections and hearings, • Experience in litigation generally, and probate litigation preferred., • Experience handling uncontested probate and administration proceedings, • Ability to independently manage a caseload from intake through decree, • Court appearance experience, • Strong drafting and document review skills Responsibilities • Manage probate and administration matters from start to finish, • Appear in Surrogate’s Court proceedings in NY and or NJ, • Review petitions, affidavits, citations, waivers, accountings, and related filings, • Communicate with clients, distributees, fiduciaries, and court personnel, • Work collaboratively with paralegals and junior attorneys, • Identify procedural or strategic issues early in a matter This is a growth opportunity within a fast paced practice serving high level clients in estate and fiduciary matters. We value attorneys who take ownership of their files, think critically, and operate with precision. Compensation is competitive and commensurate with experience. To apply, please submit your resume and a brief description of your probate experience, including whether you have handled contested matters and which jurisdictions you practice in. Salary Range $100,000-250,000

Company Description Kozusko Harris Vetter Wareh Duncan LLP is a private client law firm specializing in providing tailored legal counsel to highly successful individuals, families, and their enterprises. We offer expertise in domestic and international private client matters, including tax planning, trusts and estates, family offices, significant business transactions, and philanthropy. Our firm is dedicated to delivering exceptional service and legal solutions to meet the unique needs of our diverse clientele. We are committed to building long-term relationships based on trust, integrity, and understanding. Role Description Our New York office is seeking an experienced Paralegal with specialized expertise in trusts and estates. The Paralegal provides support for domestic and international private clients, and private business advice for successful individuals and families, family offices, private businesses, and entrepreneurs. This is a newly created role as a result of business growth. The Paralegal will work primarily in the areas of trusts and estates. Key Responsibilities • Assist attorneys in preparing complex estate planning documents, including wills, trusts, powers of attorney, and healthcare directives, • Draft and review estate administration documents and probate court filings, • Conduct thorough legal research on estate law, tax implications, and trust regulations, • Maintain confidential client files and manage document organization, • Communicate with clients, financial institutions, and court personnel, • Coordinate estate asset inventories and valuations, • Assist with estate tax planning and compliance, • Prepare and submit court documents for probate proceedings, • Prepare trust accountings, • Prepare gift and estate tax returns – Domestic and Foreign, • Obtain Taxpayer Identification Numbers (TIN) Qualifications • 3+ years' experience as a Trusts & Estates Paralegal at a law firm, • Comprehensive knowledge of NY state estate planning regulations, • Ability to prepare probate petitions for all NY Surrogate’s Courts (both for NY and non-NY domiciliaries), • Full knowledge of estate administration from the transfer of the decedent’s assets to the estate, and then to beneficiaries; payment of creditor claims, • Knowledge and experience in trust administration including preparation of addition and withdrawal right letters for contributions to trusts; administration of life insurance trusts, • Preparation of accounts, including informal accounts, and receipt and release agreements for beneficiaries of estates and trusts, • Formation of business entities (LLCs) and first draft of the operating agreements for them, • Facility with the steps necessary to prepare US estate and gift tax returns including preparation of the initial draft of the returns, • Proficiency in legal research databases, • Proficiency with tax and accounting software (e.g., FAS/FPS, GEMS, etc.), • Proficiency with Microsoft Office programs including Word, PowerPoint, Excel, and Teams, • Able to effectively prioritize, multi-task and meet deadlines, • Team player with demonstrated ability to work with personnel and clients at all levels, • Reliable with strong work ethic, • Demonstrated commitment to delivering the highest level of client support, and exceptional quality work at all times, • Organized with strong attention to detail, • Personable and professional demeanor, • Superior written and oral communication skills Job Type: Full-time, Monday through Friday (9:00 am to 5:00 pm) Pay: $120,000.00 - $175,000.00 per year Experience: Wills, trusts, and estate law: 3 years (Required) Ability to Commute: New York, NY 10022 (Required)

Job Description Sucato Law Group, a leading firm specializing in estate planning and estate administration, is seeking a skilled Trust and Estate Paralegal to join our Bayonne, New Jersey office. Our Firm is growing fast! We have an opening for a Trust and Estate Paralegal. Do you want to be apart of a driven and innovative team? Then this position is for you. If you are detail-oriented, motivated, and eager to work in a collaborative legal environment, we invite you to apply. Responsibilities • Prepare, review, and finalize legal documents related to estate planning and estate administration., • Assist attorneys with drafting wills, living wills, trusts, powers of attorney, deed transfers and probate filings., • Conduct legal research and gather relevant client information., • Communicate with clients and third parties regarding document execution and procedural updates., • Maintain organized files and ensure compliance with firm policies and deadlines. Qualifications • Associate’s or Bachelor’s degree in Paralegal Studies or a related field., • Paralegal certification., • Experience in estate planning or estate administration is highly valued., • At least 1 year of experience working in a law firm., • Strong writing, research, and organizational skills., • Proficiency with legal document management and Microsoft Office Suite. Compensation & Benefits This position offers a competitive salary range of $60,000 to $80,000, commensurate with experience. Sucato Law Group also provides benefits, professional development opportunities, mentorship and a supportive team culture. • Health Insurance, • Dental Insurance, • 401K, • Paid Federal Holidays, • Paid Time - Off, • Paid Sick Time, • Mentorship, • New office equipment in recently renovated office building, • Flexible management, • Paid parking permit, • Performance based bonuses How to Apply and Online Assessment To apply, please submit your resume directly to ZipRecruiter. Please note that an online assessment is part of the application process. Only applicants who complete the online assessment will have their applications reviewed. Copy and paste this URL to complete the short assessment - https://apply.select.wonderlic.com/V2EYWQ/Sucato-Law We look forward to hearing from qualified candidates who are ready to grow their paralegal careers in estate planning and estate administration law.

Job Description Position Summary The Law Office of Deborah L. Pico is seeking an experienced Litigation Attorney to join our practice. The successful candidate will manage a diverse caseload with a primary focus on trial work in probate and civil litigation matters. At least 5 years litigation experience required. This role requires a self-directed, detail-oriented attorney who demonstrates sound legal judgment, strong advocacy skills, and a commitment to delivering exceptional client service. The Litigation Attorney will work closely with the firm's principal on all phases of litigation, from case evaluation through trial and post-trial proceedings. Probate & Estate Litigation and General Civil Litigation • Handle contested probate matters, guardianships, conservatorships, and elder financial abuse claims, • All aspects of trials, including drafting of all pleadings, discovery, motion practice, etc., • Conduct depositions, prepare and respond to interrogatories, requests for production, and requests for admissions., • Research and analyze complex legal issues; draft memoranda, briefs, and court filings., • Appear in state and/or federal court on behalf of clients at hearings, conferences, and trials., • Negotiate settlements and assist in alternative dispute resolution proceedings (mediation/arbitration), • Maintain regular communication with clients regarding case status, strategy, and developments., • Manage case files and litigation calendars to ensure deadlines and court schedules are met., • Exercise sound billing judgment; prepare accurate and timely entries consistent with firm billing practices. Client & Case Management • Maintain regular communication with clients regarding case status, strategy, and developments., • Manage case files and litigation calendars to ensure deadlines and court schedules are met., • Exercise sound billing judgment; prepare accurate and timely entries consistent with firm billing practices.

A law firm specializing in probate and estate disputes is seeking an Arizona-licensed attorney with civil litigation experience. You will engage in both active litigation and gradually focus on a non-contested probate caseload.

Job DescriptionSenior Tax Attorney or Partner Trusts and Estates Partner Position Overview We are seeking an experienced Trusts and Estates Partner to join our prestigious law firm. The ideal candidate will have a strong background in tax law and estate planning, with a proven track record of serving high net worth clients. This role involves providing comprehensive legal advice on trusts, estates, and tax-related matters, while leading a team of attorneys in delivering exceptional service to our clients. Key Responsibilities • Provide expert legal advice on trusts, estates, and tax matters to high net worth clients., • Lead and mentor a team of attorneys in the trusts and estates practice area., • Draft and review estate planning documents, including wills, trusts, and powers of attorney., • Develop and implement strategies for tax-efficient wealth transfer and estate planning., • Manage complex estate and trust administration, including probate matters., • Cultivate and maintain client relationships, ensuring high levels of satisfaction and retention., • Stay updated on changes in tax and estate laws to provide the best advice to clients.Qualifications, • Juris Doctor (JD) degree from an accredited law school., • Active attorney license in the relevant jurisdiction., • Minimum of 7 years of experience in trusts and estates law., • Strong knowledge of tax law as it pertains to estate planning., • Proven ability to work with high net worth individuals and families., • Excellent communication and interpersonal skills., • Strong analytical and problem-solving abilities. Benefits • Medical/Dental/Vision, • 401(k), • Origination Bonus, • Annualized Performance Bonus, • For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 05/28/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Job Description Busy Law Firm is seeking an Attorney specializing in Trusts & Estates to join their team. This role offers the opportunity to work in a dynamic environment focused on estate planning, administration, and elder care legal services. Candidates at all experience levels, including entry-level attorneys, are encouraged to apply. The position requires full-time, in-office presence with a car necessary for commuting. Responsibilities • Handle estate planning, including drafting wills and trusts, • Advise clients on elder law and related legal issues, • Assist with estate administration and probate processes, • Provide legal support in probate and trust litigation as needed, • Collaborate with clients to ensure their estate planning aligns with their wishes, • Maintain up-to-date knowledge of laws impacting estates, trusts, and elder care, • Manage case files and documentation accurately and efficiently Preferred Qualifications • Litigation experience in estate or elder law cases, • Experience in elder law estate planning, • Experience with estate administration and probate, • Background in wills, trusts, estates, and elder care legal matters This is a hybrid role

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. Compensation: $120,000 - $130,000 yearly Responsibilities: • 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 Qualifications: • 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 About Company 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.

Job Description An established law firm is seeking an Estate Planning Attorney to join its growing practice in New York City. This is an excellent opportunity for an attorney who enjoys meaningful client relationships, sophisticated planning work, and the opportunity to work closely with firm leadership in a collaborative, hands-on environment. The firm is led by an experienced attorney and supported by a strong team of paralegals and administrative staff, allowing attorneys to focus on delivering high-quality legal services while receiving ample support. The practice is centered on helping clients navigate complex estate planning, elder law, and related matters. Position Highlights: • Established mid-sized firm that has an excellent reputation and is continuing to grow steadily, • Strong support staff in place, including experienced paralegals and administrative personnel, • Opportunity for substantial client interaction and hands-on responsibility, • Stable practice with long-term growth potential Responsibilities: • Draft and oversee estate planning documents including wills, trusts, powers of attorney, and healthcare directives, • Advise clients on estate planning strategies, asset protection, and elder law matters, • Assist with probate, estate administration, and Surrogate's Court matters as needed, • Manage client relationships with professionalism, empathy, and responsiveness, • Collaborate with support staff to ensure efficient case handling and excellent client service Qualifications: • Active New York Bar license in good standing, • 2–5+ years of New York-specific trusts/estates experience required, • Prior experience in estate planning required, • Probate, estate administration, elder law, or related experience will also be considered, • Strong drafting, communication, and organizational skills, • Comfortable working in a boutique environment with direct responsibility and client contact Compensation & Benefits: • Competitive salary depending on experience plus bonuses available, • Opportunity to join a respected boutique practice with strong mentorship and autonomy, • Supportive team environment with direct exposure to sophisticated client matters Apply today to learn more about this excellent opportunity!

Job DescriptionTrust & Estates Attorney An established law firm in New York City seeks an Attorney with 5+ years of experience in trust and estate planning & administration. This role offers an opportunity to work on a diverse range of sophisticated trust and estate matters while collaborating with a highly experienced team. In Return, We Offer: • Competitive Compensation Contingent On Experience, • Benefits (Health, Dental, and Vision), 401(k), • Generous Paid Time Off Package Who You Are: • Juris Doctorate from an accredited law school, • Admission to the New York State Bar, • 5+ years of experience in Trust & Estates law, with a focus on estate planning, administration, and probate litigation, • Experience in planning and drafting wills, revocable, irrevocable trusts, along with a basic understanding of gift, estate, and generation-skipping transfer taxes, • Strong knowledge of New York Trusts & Estates laws and procedures, • Excellent research, writing, and communication skills, • Ability to manage multiple projects simultaneously in a fast-paced environment What You Will Be Doing? • Assist in the preparation of wills, trusts, and related estate planning documents, • Advise clients on estate and tax planning strategies, • Represent clients in probate and trust administration matters, • Prepare and file court documents for probate and estate administration, • Handle trust and estate litigation, including contested probate matters, • Conduct legal research and analysis on complex trust and estate issues, • Collaborate with senior attorneys and clients to develop tailored estate plans, • Manage client relationships and work independently while also working as part of a team - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 05/28/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Job Description Legal Intake Specialist NY Wills & Estates – New York, NY Schedule: Monday to Friday, 9:00 AM – 6:00 PM (Eastern Time) Compensation: $8/hr + Performance-Based Bonuses Employment Type: Full-Time Location: Remote (must be available during Eastern Time hours) About the Firm NY Wills & Estates serves clients across New York City, including Manhattan, Brooklyn, Queens, the Bronx, and Staten Island, with an additional office in Hackensack, New Jersey. The firm focuses on estate planning, probate, and Medicaid planning, helping individuals and families protect their assets and plan for the future. Services include wills, trusts, powers of attorney, healthcare directives, and Medicaid asset protection strategies. Clients often come to the firm during important and sometimes stressful life moments. The first conversation matters. Role Overview The Russian-Speaking Legal Intake Specialist is the first point of contact for prospective clients. This role is responsible for handling inbound calls, following up with leads, gathering detailed information, and guiding qualified individuals to schedule consultations. This is not a receptionist role. This is a structured, conversation-driven position that requires confidence, empathy, and the ability to guide clients through sensitive topics such as estate planning, probate, and long-term care concerns. You will not provide legal advice. You will follow a defined intake process to qualify leads and ensure accurate information is captured for the legal team. Compensation: $8 - $9 hourly Responsibilities: Core Responsibilities • Answer inbound calls and respond to inquiries promptly, • Conduct intake conversations in both Russian and English, • Build trust with prospective clients and guide conversations effectively, • Gather and document detailed client information with accuracy, • Identify qualified estate planning, probate, and Medicaid cases, • Schedule consultations and clearly explain next steps, • Follow up with leads and manage no-shows, • Maintain organized and accurate CRM records, • Adhere to firm systems, scripts, and intake processes What Success Looks Like • Professional, empathetic, and structured intake conversations, • Accurate and complete client information captured in the CRM, • Strong consultation booking rates from qualified leads, • Effective follow-up leading to reduced no-shows, • Positive experience reported by prospective clients and attorneys Qualifications: Requirements • Fluent in Russian and English (required), • Minimum 2 years of phone-based client-facing experience (intake, sales, or customer service), • Strong communication skills with the ability to control and guide conversations, • High emotional intelligence and active listening ability, • Comfortable discussing sensitive topics such as aging, finances, and family matters, • Detail-oriented with strong organizational skills, • Ability to handle a high volume of calls and follow-ups daily, • Professional, reliable, and consistent in performance Technical Requirements • Comfortable using CRM systems and tracking leads, • Ability to type and take notes in real time during calls, • Reliable high-speed internet connection, • Quiet, professional home office environment Ideal Candidate Profile This role is ideal for someone who understands that intake is a critical part of a law firm’s growth. You are confident on the phone, structured in your approach, and able to handle emotional conversations without losing control of the interaction. You know how to build trust quickly while staying focused on qualification and next steps. This is not a passive customer service role. Candidates without phone-based experience will not be considered. About Company 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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