Trusts and Estates Associate Attorney

This Jobot Job is hosted by : Farrell Ougheltree

The following information provides an overview of the skills, qualities, and qualifications needed for this role.

Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary : $140,000 - $180,000 per year

A bit about us :

Our client is a boutique full service law firm located in Huntingdon Valley.

Why join us?

Competitive salary commensurate with experience

Health, dental, and vision insurance

401(k) plan with employer contribution

Paid time off (PTO), including vacation, sick days, and holidays

Parental leave

Flexible work arrangements

Life and disability insurance

Opportunities for advancement within a collaborative and supportive team environment

Job Details

We are seeking an experienced Trust & Estate Attorney to join our client's growing team. The ideal candidate will have a minimum of three years of experience handling a broad range of estate planning and administration matters, including complex drafting, trust funding, probate filings, and fiduciary guidance.

Key Responsibilities :

Draft and implement sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advance directives.

Advise high-net-worth individuals and families on wealth preservation, tax planning, and asset protection strategies.

Handle all aspects of trust and estate administration, including probate proceedings, estate accountings, fiduciary responsibilities, and tax filings.

Communicate effectively with clients, beneficiaries, accountants, and financial advisors.

Conduct legal research and stay up to date on developments in estate, gift, and generation-skipping transfer tax laws.

Supervise and support paralegal staff involved in document preparation and administration tasks.

Qualifications :

Juris Doctor (JD) from an accredited law school.

Admission in Pennsylvania and in good standing.

3+ years of relevant experience in estate planning and administration.

Strong drafting skills and attention to detail.

Excellent client service and interpersonal skills.

Proficiency with estate planning software and probate / trust administration systems is a plus.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy