Estate Planning, Probate & Tax Attorney

Job Description

Job Description

Estate Planning, Probate & Tax Attorney

(Litigation Experience Preferred)

Gertsburg Licata seeks an engaged, relationship-driven Estate Planning, Probate & Tax Attorney to join our growing team in Columbus, Ohio.

About Gertsburg Licata

Gertsburg Licata focuses on innovation and excellence in the legal sector, dedicated to empowering entrepreneurs, families, and their ventures. Our mission is to create freedom and growth for our clients, guided by our core values of Innovation, Communication, Commitment, and Connection. These principles have shaped our culture and earned us recognition as one of Crain's Cleveland Business Top Places to Work and a Weatherhead 100 Award recipient.

We believe exceptional legal counsel is built on trusted relationships, strategic thinking, and a commitment to delivering practical solutions that help our clients preserve, protect, and grow what matters most.

Your Opportunity

Gertsburg Licata is seeking an experienced Estate Planning, Probate & Tax Attorney with a client-focused mindset and a passion for helping individuals, families, business owners, and fiduciaries navigate sophisticated estate planning and estate administration matters.

The ideal candidate enjoys building long-term client relationships, thinking strategically, and collaborating with a multidisciplinary legal team. While litigation experience is preferred, particularly in probate or trust disputes, it is not required. We are primarily looking for an attorney with strong experience in estate planning, probate administration, and tax-related matters who is eager to continue growing their practice.

This position offers the opportunity to work in an entrepreneurial, forward-thinking environment where attorneys are encouraged to build meaningful client relationships, contribute innovative ideas, and develop professionally.

Your Role and Contribution

As a valued member of our legal team, you will serve as a trusted advisor to clients throughout the estate planning and estate administration process. You will counsel individuals, families, business owners, trustees, executors, and beneficiaries on a wide range of matters while collaborating closely with attorneys across multiple practice areas.

Your expertise will help clients preserve wealth, minimize tax consequences, administer estates efficiently, and resolve complex legal issues with confidence and compassion.

Key Responsibilities

• Draft sophisticated estate planning documents, including wills, trusts, powers of attorney, healthcare directives, and related planning instruments.
• Advise clients on estate, gift, and generation-skipping transfer tax planning strategies.
• Counsel business owners regarding succession planning, wealth transfer, and asset protection.
• Manage probate and trust administration matters from initial filing through final distribution.
• Advise fiduciaries, executors, trustees, and beneficiaries regarding their legal responsibilities and obligations.
• Conduct legal research and provide practical guidance on estate planning, probate, and tax issues.
• Collaborate with attorneys across practice areas to develop comprehensive client solutions.
• Build and maintain strong client relationships through exceptional communication and trusted legal counsel.
• Participate in business development and community engagement initiatives that support the firm's continued growth.
• Represent clients in probate, trust, or related litigation matters when applicable (preferred but not required).

Requirements

• Active Ohio Bar License in good standing.
• 5+ years of experience practicing estate planning, probate, and tax law.
• Strong knowledge of estate planning strategies, probate administration, fiduciary representation, and tax implications.
• Experience drafting sophisticated estate planning documents.
• Excellent analytical, writing, negotiation, and communication skills.
• Ability to manage multiple matters while providing exceptional client service.
• Entrepreneurial mindset with a desire to contribute to the firm's continued growth.
• Ability to work both independently and collaboratively within a team environment.
• Probate, trust, or related litigation experience is preferred but is not required.
• An LL.M. in Taxation or advanced tax planning experience is a plus but not required.

Our Core Values

Innovation

Always seeking smarter, more efficient solutions.

Communication

Ensuring clarity, responsiveness, and understanding in every interaction.

Commitment

Demonstrating reliability, accountability, and integrity in all we do.

Connection

Building meaningful relationships with our clients, colleagues, and community.

What We Offer

• A role at an award-winning law firm recognized for its exceptional workplace culture.
• The opportunity to work alongside highly collaborative attorneys in a supportive and innovative environment.
• Meaningful, sophisticated legal work serving entrepreneurs, families, and business owners.
• Significant opportunities for professional development, mentorship, and career growth.
• Competitive compensation and comprehensive benefits.
• An entrepreneurial culture that values initiative, creativity, and long-term success.

Unlock Your Potential with Gertsburg Licata

If you are passionate about helping clients protect their families, businesses, and legacies while building a rewarding career at an innovative and growing law firm, we encourage you to apply.

Join Gertsburg Licata and become part of a team where your expertise, ideas, and dedication will make a lasting impact—for both your clients and your career.