Trusts and Estates Attorney

Job Description

Job Description

Trusts & Estates Attorney

Join a Mission-Driven Team Dedicated to Serving Seniors and Families

Empathetic – Client-Focused – Servant Leader – Growth Mindset – Quality-Oriented – Team Player

At Jarvis Law , we are seeking an experienced Trusts & Estates Attorney to join our growing team. If you are passionate about helping seniors and families navigate estate planning and elder law with confidence and peace of mind, we want to hear from you.

Who We Are

Jarvis Law is a leading elder law and estate planning firm with offices in Dublin, Lancaster, and St. Clairsville, Ohio .

As we continue to grow, we are excited to expand into West Virginia and establish a permanent office location to better serve families throughout the region! Training for this role will be based primarily out of our St. Clairsville office. Long term, this position will be based out of our new West Virginia office location and will include travel for educational workshops, community outreach events, and client appointments throughout central and western West Virginia. This is an exciting opportunity to help build and grow our presence in a new market while making a meaningful impact on families navigating estate planning, elder law, and long-term care concerns.

Our mission is to provide unparalleled legal services that allow families to live securely, age with dignity, and protect what matters most. We achieve this by:

• Building trust – Serving as compassionate advisors who treat clients like family.
• Providing clarity – Guiding families through complex legal matters with empathy and respect.
• Delivering excellence – Creating personalized, comprehensive legal plans with proactive communication.

About the Role

As a Trusts & Estates Attorney , you will play a key role in client meetings, guiding families through the estate planning process and designing customized plans that meet their needs. This position is ideal for someone who thrives in a client-facing, fast-paced environment and values teamwork, organization, and service.

Key Responsibilities

• Conduct client design meetings (approximately 75% of the time) to understand needs and develop estate plans.
• Oversee case progress and document drafting (approximately 25% of the time) , ensuring client files remain on track.
• Provide compassionate, client-focused service , demonstrating excellent listening and rapport-building skills.
• Assist clients in moving forward with their plans , including securing retainer agreements and payments.
• Ensure compliance with firm procedures and workflows .
• Serve as a mentor and coach , working closely with our legal support team.
• Participate in potential client seminars and workshops as opportunities arise.

Qualifications [NS1] [NS2]

We are looking for an attorney with:

• At least 2 years of estate planning experience .
• A Juris Doctor (JD) degree and an active Ohio and West Virginia law license in good standing .
• ABA membership (preferred).
• Comfortable working in a performance-driven environment , with accountability to key metrics including client outcomes, revenue, conversion rates, and quality standards.
• Strong organizational and time management skills.
• A servant leadership mentality and ability to work in a team-oriented environment.
• Excellent verbal and written communication skills.
• High personal accountability and commitment to professional excellence.
• Proficiency in Microsoft Office and prior experience with case management systems .
• Familiarity with WealthDocs and ElderCounsel (or willingness to learn).
• Ability to train, mentor, and hold team members accountable .
• A professional, positive demeanor with the ability to show tact, empathy, and diplomacy .
• Strong critical thinking and problem-solving skills .
• The ability to manage multiple cases and deadlines in a fast-paced environment .
• Must be willing to travel within West Virginia and southeastern Ohio.

Compensation & Benefits

• Base salary: $85,000 + bonus potential
• Growth opportunities within a respected and expanding firm
• Supportive, team-oriented culture
• Major Medical, Dental, Vision, and Life Insurance.
• Supplemental benefits such as Short-Term & Long-Term Disability, Critical Illness, Accident, and Voluntary Life.
• 401(k) with a match after 1 year of employment.
• Paid Time Off, with accrual increasing with tenure, and nine paid holidays.
• Additional firm-specific benefits and perks.

Why Jarvis Law?

Jarvis Law is a family-owned firm that values work-life balance, flexibility, and exceptional client service . We are committed to fostering a diverse and inclusive workplace where all employees are treated with respect and have the opportunity to grow.

If you are looking to make a meaningful impact while advancing your career in estate planning and elder law, we invite you to apply.