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Open nowFirst seen 4 days ago

Estate Planning and Administration Associate

Orion Placement1,371 open roles

Pay
$90,000 – $125,000 a year
Where
Erie, Pennsylvania, United States
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Your applicationOpen nowEstate Planning and Administration AssociateOrion Placement · Erie, Pennsylvania, United States
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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Orion Placement postings stay open a median of 1 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

Orion Placement median: 1 days open

The posting

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-2392

Benefits:

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