Estate Planning and Probate Attorney

Orion Placement; Canfield (OH); Vor Ort; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

We are a full-service law firm with a sophisticated estate planning and probate practice based in Canfield, Ohio. We serve high-net-worth individuals, fiduciaries, families, and family offices, offering guidance on wealth transfer and tax matters.

This on-site role invites an experienced attorney with 5+ years in estate planning and trust administration to advise clients, draft trusts and wills, and collaborate with a skilled team to deliver thoughtful, comprehensive planning solutions.

Qualifikationen

• Ohio law license required.
• 5+ years of estate planning, estate administration, and trust administration experience required.
• 10+ years of directly relevant estate planning and probate experience strongly preferred.
• Strong knowledge of federal estate, gift, and generation-skipping transfer taxes.
• Experience drafting basic and complex estate planning documents.
• Experience representing fiduciaries in estate and trust administration matters.
• Charitable estate planning experience, including charitable trusts and private foundations, strongly preferred.
• Strong drafting, analytical, client communication, and organizational skills.
• Ability to manage sophisticated client matters with professionalism, discretion, and sound legal judgment.
• Interest or experience using AI-powered tools to improve estate planning workflows preferred.

Aufgaben

• Advise clients on estate planning, probate, estate administration, trust administration, and wealth succession planning.
• Draft and review basic and advanced estate planning documents, including wills, revocable trusts, SLATs, GRATs, ILITs, IDGTs, family limited partnerships, and LLCs.
• Represent fiduciaries in complex estate and trust administration matters.
• Prepare and review documents related to federal estate tax, gift tax, and generation-skipping transfer tax matters.
• Develop and implement charitable estate planning strategies, including CRUTs, CRATs, CLATs, and private foundation planning.
• Counsel high-net-worth individuals, closely held businesses, families, and family offices on sophisticated planning strategies.
• Collaborate with attorneys, clients, financial advisors, accountants, and fiduciaries to deliver practical, comprehensive estate planning solutions.
• Use modern legal technology and AI-powered tools to enhance estate planning workflows, client service, and matter efficiency.

Kenntnisse

Estate planning experience

Estate administration

Trust administration

Drafting skills

Client communication

Organizational skills

AI-powered tools experience

Jobbeschreibung

• Join a highly respected estate planning and probate practice serving high-net-worth individuals, closely held businesses, fiduciaries, and family offices.
• Work on sophisticated estate planning, trust administration, probate, tax planning, charitable planning, and wealth succession matters.
• Step into a meaningful advisory role where your work helps clients preserve assets, transfer wealth efficiently, and protect legacies for future generations.
• Collaborate with an experienced legal team that values excellence, practical counsel, client service, and long-term professional growth.
• Bring your estate and trust experience to a stable, established firm with competitive compensation and the opportunity to work on complex, high-value matters.

Location

This is an on-site opportunity based in Canfield, Ohio, serving the Youngstown and Canfield market with a strong regional client base and a respected estate planning platform.

Note:

Candidates must be licensed to practice law in Ohio and have 5+ years of estate planning, estate administration, and trust administration experience. Strong candidates with 10+ years of directly relevant experience are especially encouraged to apply.

About Us

We are a full-service law firm with a sophisticated estate planning and probate practice focused on helping individuals, families, fiduciaries, business owners, and family offices plan for the future with confidence. Our team is known for thoughtful counsel, technical strength, personalized service, and a commitment to helping clients protect and preserve what matters most. Confidential Employer.

Job Description

• Advise clients on estate planning, probate, estate administration, trust administration, and wealth succession planning.
• Draft and review basic and advanced estate planning documents, including wills, revocable trusts, SLATs, GRATs, ILITs, IDGTs, family limited partnerships, and LLCs.
• Represent fiduciaries in complex estate and trust administration matters.
• Prepare and review documents related to federal estate tax, gift tax, and generation-skipping transfer tax matters.
• Develop and implement charitable estate planning strategies, including CRUTs, CRATs, CLATs, and private foundation planning.
• Counsel high-net-worth individuals, closely held businesses, families, and family offices on sophisticated planning strategies.
• Collaborate with attorneys, clients, financial advisors, accountants, and fiduciaries to deliver practical, comprehensive estate planning solutions.
• Use modern legal technology and AI-powered tools to enhance estate planning workflows, client service, and matter efficiency.

Qualifications

• Ohio law license required.
• 5+ years of estate planning, estate administration, and trust administration experience required.
• 10+ years of directly relevant estate planning and probate experience strongly preferred.
• Strong knowledge of federal estate, gift, and generation-skipping transfer taxes.
• Experience drafting basic and complex estate planning documents.
• Experience representing fiduciaries in estate and trust administration matters.
• Charitable estate planning experience, including charitable trusts and private foundations, strongly preferred.
• Strong drafting, analytical, client communication, and organizational skills.
• Ability to manage sophisticated client matters with professionalism, discretion, and sound legal judgment.
• Interest or experience using AI-powered tools to improve estate planning workflows preferred.

Why You Will Love Working Here

You will join a trusted estate planning and probate team where your technical knowledge, client-service mindset, and judgment will be valued. This role offers sophisticated work, meaningful client impact, and the opportunity to advise individuals, families, fiduciaries, and business owners on complex planning matters. You will be part of a collaborative legal environment that supports excellence, innovation, and long-term professional success.