Estate Planning and Administration Associate

Orion Placement

Erie (Erie County)

On-site

USD 90,000 - 125,000

Full time

2 days ago

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Benefits offered by this job

Health insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orion Placement is seeking an experienced attorney to join its estates practice in Pennsylvania. The role involves drafting wills, trusts, powers of attorney, healthcare directives, and related documents, with direct client engagement.

You will handle probate and estate administration, assist with trust administration, and research complex tax and fiduciary issues while collaborating with seasoned attorneys and professionals to deliver sophisticated planning strategies.

Qualifications

J.D. from an accredited law school is required.
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.

Responsibilities

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.

Skills

Legal research

Drafting documents

Client communication

Time management

Attention to detail

Education

J.D. from an accredited law school

Tools

Pennsylvania Bar license

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