Estate Planning and Administration Associate Job at Orion Placement, Pittsburgh, PA

  • Orion Placement
  • Pittsburgh, PA

Job Description

Job Description

Pay: $90,000.00 - $125,000.00 per year

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Why This Is a Great Opportunity

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  • Join an established, highly respected law practice with a strong and growing estates team
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  • Work directly with high-net-worth individuals, families, fiduciaries, accountants, and financial advisors
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  • Handle meaningful estate planning, probate, and trust administration matters with substantial client interaction
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  • Receive mentorship and professional development support from experienced estate planning attorneys
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  • Build sophisticated experience in estate, gift, generation-skipping transfer tax, probate, and fiduciary matters
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  • Earn performance-based bonus opportunities in addition to competitive base compensation
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  • Receive comprehensive benefits including health, dental, vision, paid time off, CLE reimbursement, and retirement benefits with an employer pension contribution
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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.

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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.

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About Us

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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.

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Job Description

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  • Draft and revise wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related estate planning documents
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  • Handle probate and estate administration matters including petitions, inventories, accountings, and distributions
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  • Assist with trust administration, beneficiary communications, trust accountings, and asset distributions
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  • Research estate, gift, generation-skipping transfer tax, fiduciary, probate, and trust law issues
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  • Analyze client assets, family circumstances, and long-term objectives to help develop effective estate planning strategies
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  • Work directly with clients, fiduciaries, financial advisors, accountants, and other professionals throughout the planning and administration process
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  • Participate in client consultations, document executions, and post-death administration meetings
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  • Manage estate planning and administration matters efficiently while providing responsive, detail-oriented client service
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  • Collaborate with experienced attorneys on sophisticated planning and administration matters
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Qualifications

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  • J.D. from an accredited law school
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  • Active Pennsylvania Bar license in good standing
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  • 2+ years of estate planning and/or estate and trust administration experience
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  • Experience drafting estate planning and administration documents
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  • Working knowledge of Pennsylvania probate and trust law and applicable federal estate and tax laws
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  • Strong legal research, writing, organization, and client communication skills
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  • Ability to manage multiple matters and deadlines with excellent attention to detail
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  • Professional, empathetic, and client-focused approach
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Why You Will Love Working Here

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  • Collaborative and approachable team environment
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  • Direct access to experienced attorneys and meaningful mentorship
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  • Substantive responsibility and client interaction from the start
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  • Opportunity to develop sophisticated trusts and estates expertise
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  • Strong benefits, retirement support, CLE reimbursement, and bonus potential
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  • Long-term professional growth within an established regional practice
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JPC-2393

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Benefits:

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  • Health insurance
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  • Paid time off
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  • Retirement plan
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  • Vision insurance
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Job Tags

Work at office

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