Estate Planning and Administration Associate

Orion Placement
  • Pittsburgh, Pennsylvania
    19 days ago

    Job Description

    Pay: $90,000.00 - $125,000.00 per year

    Why This Is a Great Opportunity

    • Join an established, highly respected law practice with a strong and growing estates team
    • Work directly with high-net-worth individuals, families, fiduciaries, accountants, and financial advisors
    • Handle meaningful estate planning, probate, and trust administration matters with substantial client interaction
    • Receive mentorship and professional development support from experienced estate planning attorneys
    • Build sophisticated experience in estate, gift, generation-skipping transfer tax, probate, and fiduciary matters
    • Earn performance-based bonus opportunities in addition to competitive base compensation
    • Receive comprehensive benefits including health, dental, vision, paid time off, CLE reimbursement, and retirement benefits with an employer pension contribution

    Location: This is an on-site opportunity with the option to work from either our Erie, Pennsylvania or Pittsburgh, Pennsylvania office, offering close collaboration with attorneys, clients, and the broader estates team.

    Note: Candidates must be actively licensed to practice law in Pennsylvania and have 2+ years of experience in estate planning and/or estate and trust administration.

    About Us

    We are an established regional law firm that combines the capabilities and diverse experience of a larger practice with the accessibility, teamwork, and personal service of a smaller firm. Our attorneys work collaboratively across sophisticated legal matters while maintaining a strong commitment to practical advice and exceptional client service. Confidential Employer.

    Job Description

    • Draft and revise wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related estate planning documents
    • Handle probate and estate administration matters including petitions, inventories, accountings, and distributions
    • Assist with trust administration, beneficiary communications, trust accountings, and asset distributions
    • Research estate, gift, generation-skipping transfer tax, fiduciary, probate, and trust law issues
    • Analyze client assets, family circumstances, and long-term objectives to help develop effective estate planning strategies
    • Work directly with clients, fiduciaries, financial advisors, accountants, and other professionals throughout the planning and administration process
    • Participate in client consultations, document executions, and post-death administration meetings
    • Manage estate planning and administration matters efficiently while providing responsive, detail-oriented client service
    • Collaborate with experienced attorneys on sophisticated planning and administration matters

    Qualifications

    • J.D. from an accredited law school
    • Active Pennsylvania Bar license in good standing
    • 2+ years of estate planning and/or estate and trust administration experience
    • Experience drafting estate planning and administration documents
    • Working knowledge of Pennsylvania probate and trust law and applicable federal estate and tax laws
    • Strong legal research, writing, organization, and client communication skills
    • Ability to manage multiple matters and deadlines with excellent attention to detail
    • Professional, empathetic, and client-focused approach

    Why You Will Love Working Here

    • Collaborative and approachable team environment
    • Direct access to experienced attorneys and meaningful mentorship
    • Substantive responsibility and client interaction from the start
    • Opportunity to develop sophisticated trusts and estates expertise
    • Strong benefits, retirement support, CLE reimbursement, and bonus potential
    • Long-term professional growth within an established regional practice

    JPC-2393

    Benefits:

    • Health insurance
    • Paid time off
    • Retirement plan
    • Vision insurance

    Numbers & Facts

    LocationPittsburgh, Pennsylvania

    Skills

    • Accountingunmatched
    • Administrative Skillsunmatched
    • Administrator Documentationunmatched
    • Analysis Skillsunmatched
    • Attorneyunmatched
    • Communication Skillsunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Estate Managementunmatched
    • Estate Planningunmatched
    • Fiduciaryunmatched
    • Healthcareunmatched
    • High Net Worthunmatched
    • Legalunmatched
    • Legal Researchunmatched
    • Mentoringunmatched
    • Probateunmatched
    • Reimbursementunmatched
    • Retirement Planunmatched
    • Strategic Planningunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Trust Lawunmatched

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