Trusts and Estates Associate Attorney
- $140,000 - $180,000
- Huntingdon Valley, PA
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
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.
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.
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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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.
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.