Trust and Estate Associate
2 days ago
Trust & Estate Associate Attorney - Center City, Philadelphia, PA | Full-Time, Direct Hire
We are partnering with a respected boutique law firm in the heart of Center City, Philadelphia, to find a Trust & Estate / Private Client Associate Attorney. This well-established boutique law firm offers a dynamic and supportive work environment, focused on providing comprehensive legal services in asset protection, estate planning, business succession, and trust administration for high-net-worth individuals and families. The firm is known for its collaborative approach, working alongside clients' financial planners, accountants, and other advisors to deliver tailored, strategic solutions.
Key Responsibilities
- Manage a variety of estate planning, probate, and trust administration cases, including preparing and filing estate tax returns.
- Draft and review estate planning documents such as wills, revocable and irrevocable trusts, and other related legal documents.
- Advise clients on tax strategies, wealth transfer, and asset protection, while ensuring compliance with federal and state regulations.
- Represent clients in estate and trust litigation matters before Orphans' Court.
- Foster long-term client relationships through regular communication and trust management, partnering with families and other legal professionals.
- Handle client billing, case correspondence, and file management with attention to detail and accuracy.
Why Join This Firm?
- Collaborative Environment: Work closely with experienced attorneys and clients in a hands-on setting.
- Comprehensive Benefits: Enjoy competitive compensation and a robust benefits package, including health, dental, vision, and retirement plans.
- Professional Growth: Opportunities for mentorship, professional development, and career advancement within a supportive, well-regarded firm.
Details & Benefits
- Location: Center City, Philadelphia
- Job Type: Full-Time, Direct Hire
- Compensation: Competitive salary with comprehensive benefits
- Professional Development: Opportunities for career growth, mentorship, and participation in sophisticated legal matters
- Work Environment: Collaborative and client-focused team with a commitment to providing top-tier legal services
Qualifications
- Juris Doctor (J.D.) from an ABA accredited law school.
- At least 1-2+ years of experience in Trusts and Estates law, with a preference for candidates holding an LLM degree.
- Active Bar membership in the relevant jurisdiction (Pennsylvania).
- Strong knowledge of estate planning, trust administration, and estate tax laws.
- Ability to draft legal documents and provide strategic advice regarding wealth transfer and asset protection.
- Familiarity with federal tax returns and estate tax laws.
If you’re looking to join a reputable and growth-oriented firm that values client relationships and professional development, we encourage you to submit your resume today Don't miss out on this exciting opportunity to take your career to the next level in the Trusts and Estates field.
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