Estate Planning and Administration Associate
orion placementPittsburgh (PA)
$90,000.00 - $125,000.00 per year
ApplyEstate Planning and Administration Associate
Posted yesterday
orion placementPittsburgh (PA)
SENIORITY
Senior
SALARY
$90,000.00 - $125,000.00 per year
About the role
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 practiceJPC-2393
Benefits:
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
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