Estate Planning Associate Attorney

4 weeks ago


Paoli, United States Ruggiero Law Offices LLC Full time
Company Overview: Ruggiero Law Offices LLC is a reputable firm specializing in tailored estate planning, business consulting, trust management, and estate administration services. Since our inception in 1990, we have been dedicated to growth and excellence in our field. Our Mission is to provide the community with dedicated and compassionate service.
Core Values:
  • We are genuine individuals.
  • We communicate transparently and uphold our commitments.
  • We treat clients, partners, and team members with utmost respect.
  • We deliver thorough and empathetic guidance to our clients.

Position Summary:
We are seeking an Estate Planning Associate Attorney to collaborate closely with the Managing Partner and Senior Attorney at Ruggiero Law Offices LLC. This role involves guiding clients and their families through the intricacies of estate planning and trust management. The Attorney will have the chance to develop and implement innovative estate planning solutions, expand their client base, and enhance their professional skills under the guidance of the Managing Partner. The compensation range for this position is $70,500 - $89,500 based on experience and qualifications.
  • We provide comprehensive medical benefits [including vision], dental options, a 401k plan [with matching], and paid time off.
  • Additional perks include gym memberships and employee incentives.

Qualifications:
  • A minimum of 3 years of experience in estate planning, managing cases from start to finish, meeting with clients, formulating estate strategies, and drafting legal documents such as wills and trusts.
  • Experience or interest in managing both simple and complex estates & trusts; lifetime planning; estate, trust, and fiduciary litigation.
  • Active Pennsylvania bar membership; additional New Jersey and Delaware bar admissions are advantageous.
  • An LLM degree in Taxation or CPA designation is preferred.
  • Familiarity with drafting tools such as Lackner, Wealth Counsel, and/or ElderCounsel is desirable.

Key Responsibilities:
  • Conduct initial consultations with clients to identify suitable strategies and provide recommendations to achieve their goals.
  • Advise clients on asset distribution, retirement plans, real estate, charitable contributions, and insurance options.
  • Review estate plans and documents prepared by legal assistants and paralegals; assist in their design and implementation as necessary.
  • Represent clients in probate court proceedings; collaborate with external parties to advance cases effectively.
  • Maintain regular and timely communication with clients; respond to inquiries and schedule meetings as required.
Location: Ruggiero Law Offices LLC is conveniently situated in Paoli, PA, offering easy access to public transportation, shopping centers, and a variety of dining options.
Why Join Us?
  • Benefit from over 30 years of expertise in estate planning.
  • Engage in opportunities for professional growth, development, and mentorship.
  • Experience a close-knit and family-oriented work environment.
About Us:

Ruggiero Law Offices LLC is a well-established firm dedicated to providing personalized estate planning, business consulting, trust management, and estate administration services. Our journey began in 1990, and we have consistently prioritized growth and community service.



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