Job Description

Trusts and Estates Attorney

About the Role:

Are you passionate about helping individuals and families protect what matters most? We are seeking an experienced Trusts & Estates Attorney who will play a key role in guiding clients through estate planning, trust administration, tax planning, probate, and related legal matters. In this role, you ll work closely with clients to design strategies that secure their legacy, provide peace of mind, and ensure their wishes are carried out with care.

This is more than just drafting documents it s about building lasting relationships and making a meaningful difference in the lives of the people you serve.

Why you should join:

• Impactful Work: You ll directly help families protect their wealth, plan for the future, and navigate sensitive transitions with confidence.
• Professional Growth: Collaborate with seasoned attorneys, accountants, and advisors while staying at the forefront of evolving estate and tax laws.
• Client-Centered Approach: We emphasize personalized solutions, not cookie-cutter planning. Every case is unique, and so is the way you ll approach it.
• Supportive Environment: Work in a professional, ethical, and team-oriented setting that values both your expertise and your continued development.
• Balance & Variety: From estate planning to court representation, your work will be diverse, engaging, and intellectually rewarding.

Essential Duties & Responsibilities:

• Design and draft comprehensive estate and tax planning documents, including wills, trusts, powers of attorney, advance health care directives, and relevant business agreements.
• Administer trusts and estates, manage probate processes, and oversee asset distribution.
• Provide tax planning and compliance guidance related to trusts and estates.
• Advise clients on charitable giving, business succession planning, and asset protection strategies.
• Represent clients in probate court and related legal proceedings as needed.
• Stay current with estate and tax law developments to deliver forward-thinking legal advice.
• Build strong, trust-based relationships with clients through clear communication and tailored service.
• Collaborate with fellow attorneys, accountants, financial advisors, and other professionals to deliver holistic solutions.

Requirements:

• Licensed to practice law in Ohio.
• 5 10 years of experience in trust and estate law.
• Background in accounting and/or tax (education or professional experience) preferred.
• Strong knowledge of estate planning, probate, and trust administration.
• Exceptional analytical, drafting, and negotiation skills.
• High level of professionalism, ethics, and discretion.
• Strong interpersonal and communication skills.
• Ability to manage multiple clients and projects effectively.
• Attention to detail and excellent organizational skills.

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