Estate Planning & Probate Attorney – AI-Enabled, High-Value

Orion Placement; Canfield (OH); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Job summary

Orion Placement is seeking an experienced estate planning attorney for an on-site role in Canfield, OH. Join a prestigious practice serving high-net-worth individuals, families, fiduciaries, and family offices with sophisticated planning and wealth-transfer matters.

The ideal candidate holds an Ohio license and has 5+ years in estate planning, administration, and trust work; 10+ years is highly preferred. The firm emphasizes excellence, practical counsel, and long-term professional growth.

Qualifications

• Ohio law license required.
• 5+ years of estate planning, estate administration, and trust administration experience.
• 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.

Responsibilities

• Advise clients on estate planning, probate, estate administration, trust administration, and wealth succession planning.
• Draft and review 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.

Skills

Drafting documents

Client communication

Analytical thinking

Organizational skills

Education

Ohio law license

Tools

Legal research tools

AI-powered tools

Job description

Orion Placement is seeking an experienced estate planning attorney for an on-site role in Canfield, OH. Join a prestigious practice serving high-net-worth individuals, families, fiduciaries, and family offices with sophisticated planning and wealth-transfer matters.

The ideal candidate holds an Ohio license and has 5+ years in estate planning, administration, and trust work; 10+ years is highly preferred. The firm emphasizes excellence, practical counsel, and long-term professional growth.