Trust and Estates Attorney

Job Description

Job Description

A well‐respected boutique firm in Sheffield is seeking a Trust & Estate Associate to join its growing practice. This role is ideal for an attorney with 2-5 years of experience in estate planning, trust work, and probate who is looking to build a long‐term career with a busy, client‐focused team. The firm maintains strong referral relationships with financial planning groups, creating a steady flow of high‐quality work and opportunities for professional growth.

Responsibilities • Draft and review wills, revocable and irrevocable trusts, powers of attorney, and other estate planning documents • Assist with advanced planning matters, including specialty trusts and tax‐sensitive strategies • Handle probate filings, estate administration, guardianships, and related proceedings • Conduct client meetings, gather information, and develop customized estate plans • Work with financial planners, CPAs, and other professionals to coordinate comprehensive planning • Prepare trust funding documents and assist clients with asset alignment • Research estate, trust, and tax issues and provide recommendations to supervising attorneys • Maintain organized case files and manage deadlines across multiple matters • Support elder law matters as needed, including Medicaid planning and long‐term care strategies • Communicate professionally with clients, beneficiaries, fiduciaries, and court personnel

Qualifications • 2–5 years of experience in trust and estate law • Strong drafting skills and familiarity with estate planning documents • Tax background or coursework strongly preferred • Experience with probate and estate administration • Litigation experience is helpful but not required • Excellent communication, organization, and client‐service skills • Ability to manage multiple matters independently and work collaboratively with a team • Ohio Bar admission required

Work Environment • In‐office role with flexible scheduling • Supportive boutique firm with strong referral networks • Steady workflow from long‐standing financial planning partnerships • Opportunities for mentorship, professional development, and long‐term career growth

This position is ideal for an attorney who enjoys client interaction, values high‐quality estate planning work, and wants to grow within a well‐established boutique practice.