Senior EP Attorney

Key Responsibilities

Lead and Systemize the Practice: Own the estate planning department and its success. You will design repeatable systems, improve SOPs, and refine workflows to ensure our service delivery is as precise as our legal advice.
Drive Growth and Market Expansion: Partner with our marketing team to turn leads into clients. You will be the face of the firm at our weekly in-office seminars, converting prospects and building the firm’s presence in the estate planning market.
Lead High-Impact Consultations: Take charge of strategy sessions with prospective clients. Your goal is to identify their needs, explain their options clearly, and recommend solutions that build lasting trust.
Own the Client Journey: Manage the entire client experience. You ensure every client receives white-glove service from the moment they walk in until their plan is signed.
Supervise Drafting and Production: Oversee the preparation of all estate planning documents, including trusts, wills, health care directives and powers of attorney. You will delegate drafting tasks while maintaining high quality control standards.
Scale and Innovate: Identify new service offerings to meet client needs and increase revenue. You will hire, mentor, and develop a team of attorneys and paralegals to help us scale without sacrificing quality.

Qualifications We’re Looking For:
J.D. from an accredited law school and active bar admission in New Jersey; admission to New York and/or Pennsylvania is a plus
At least 5 years of experience focused on estate planning
Strong drafting, analytical, and communication skills
A compassionate, client-first approach and the ability to explain complex legal concepts in plain language
Detail-oriented with excellent organizational skills
A team player with a proactive and solutions-driven mindset