Estate Planning and Administration Associate
Job Description
Pay: $90,000.00 - $125,000.00 per year
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Why This Is a Great Opportunity
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- 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
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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.
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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.
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About Us
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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.
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Job Description
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- 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
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Qualifications
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- 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
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Why You Will Love Working Here
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- 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
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JPC-2393
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Benefits:
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- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
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