Trusts and Estates Associate Attorney

Jobot; Huntingdon Valley (PA); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Parental leave

Flexible work arrangements

Life insurance

Disability insurance

Career advancement

Job summary

Jobot is seeking an experienced Trust & Estate Attorney to join our client’s growing team in Huntingdon Valley, PA. The ideal candidate will have a JD, PA admission, and at least three years in estate planning and administration, including complex drafting, trust funding, probate filings, and fiduciary guidance.

You will draft sophisticated estate planning documents, advise high-net-worth individuals on wealth preservation and tax planning, manage trust administration and tax filings, and

Qualifications

• JD from an accredited law school.
• Admission in Pennsylvania and in good standing.
• 3+ years of relevant experience in estate planning and administration.
• Strong drafting skills and attention to detail.
• Excellent client service and interpersonal skills.

Responsibilities

• Draft and implement sophisticated estate planning documents, including wills and trusts.
• Advise high-net-worth individuals on wealth preservation and tax planning.
• Handle trust and estate administration, including probate proceedings and tax filings.
• Communicate effectively with clients, beneficiaries, accountants, and financial advisors.
• Conduct legal research and stay updated on tax laws affecting estates.

Skills

Drafting skills

Client service

Interpersonal skills

Attention to detail

Education

Juris Doctor (JD)

PA bar admission

Tools

Estate planning software

Probate/trust admin systems

Job description

A bit about us:

Our client is a boutique full service law firm located in Huntingdon Valley.

Why join us:

• Competitive salary commensurate with experience
• Health, dental, and vision insurance
• 401(k) plan with employer contribution
• Paid time off (PTO), including vacation, sick days, and holidays
• Parental leave
• Flexible work arrangements
• Life and disability insurance
• Opportunities for advancement within a collaborative and supportive team environment

Job Details

We are seeking an experienced Trust & Estate Attorney to join our client's growing team. The ideal candidate will have a minimum of three years of experience handling a broad range of estate planning and administration matters, including complex drafting, trust funding, probate filings, and fiduciary guidance.

Key Responsibilities

• Draft and implement sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advance directives.
• Advise high-net-worth individuals and families on wealth preservation, tax planning, and asset protection strategies.
• Handle all aspects of trust and estate administration, including probate proceedings, estate accountings, fiduciary responsibilities, and tax filings.
• Communicate effectively with clients, beneficiaries, accountants, and financial advisors.
• Conduct legal research and stay up to date on developments in estate, gift, and generation-skipping transfer tax laws.
• Supervise and support paralegal staff involved in document preparation and administration tasks.

Qualifications

• Juris Doctor (JD) from an accredited law school.
• Admission in Pennsylvania and in good standing.
• 3+ years of relevant experience in estate planning and administration.
• Strong drafting skills and attention to detail.
• Excellent client service and interpersonal skills.
• Proficiency with estate planning software and probate/trust administration systems is a plus.

Salary: $140,000 - $180,000 per year

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.