Estate Planning and Administration Associate

Job Description

Job Description

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

Why This Is a Great Opportunity

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

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.

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.

About Us

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.

Job Description

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

Qualifications

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

Why You Will Love Working Here

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

JPC-2393

Benefits:

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