Senior Estate Planning & Probate Attorney — AI‑Driven Wealth

Roetzel & Andress; Youngstown (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

Roetzel & Andress in Youngstown, Ohio, is seeking a highly experienced Estate Planning & Probate Attorney. This role involves advising clients on estate planning, probate, and trust administration while providing exceptional legal services tailored to high-net worth individuals and closely held businesses.

The ideal candidate must have a minimum of 10 years’ experience, extensive knowledge of estate taxes, and proficiency in drafting both complex and basic estate planning documents. This opportunity emphasizes collaboration and the use of innovative tools to enhance client service and outcomes.

Qualifications

• Minimum of 10 years’ experience in estate planning, estate administration, and trust administration.
• Extensive knowledge of federal estate, gift, and generation-skipping transfer taxes.
• Demonstrated ability to draft both basic and complex estate planning documents.

Responsibilities

• Advise clients on all aspects of estate planning, probate, and trust administration.
• Draft and review estate planning documents including wills and trusts.
• Represent fiduciaries in the administration of estates and trusts.

Skills

Estate planning expertise

Trust administration

Federal estate tax knowledge

Charitable estate planning

AI in estate planning

Education

Licensed to practice law in Ohio

Job description

Roetzel & Andress in Youngstown, Ohio, is seeking a highly experienced Estate Planning & Probate Attorney. This role involves advising clients on estate planning, probate, and trust administration while providing exceptional legal services tailored to high-net worth individuals and closely held businesses.

The ideal candidate must have a minimum of 10 years’ experience, extensive knowledge of estate taxes, and proficiency in drafting both complex and basic estate planning documents. This opportunity emphasizes collaboration and the use of innovative tools to enhance client service and outcomes.