Description

Associate Attorney – Estate Planning & Estate Administration

Location: Central Ohio (On Site)

About the Role
We are seeking a motivated, detail-oriented Associate Attorney to join a growing, client-centered estate planning and probate practice. This position offers the opportunity to work closely with clients to design thoughtful estate plans, guide families through probate and trust administration, and build long-term professional relationships grounded in trust and clarity.

This is an excellent opportunity for an attorney who values meaningful client interaction, high-quality drafting, and a collaborative, supportive work environment.

 
Key Responsibilities
Client Engagement & Advising

• Conduct consultations with individuals and couples to understand their goals, concerns, and family dynamics
• Provide clear, practical guidance on estate planning strategies in plain English
• Counsel clients through difficult or emotional decisions with empathy and professionalism

Estate Planning

• Draft and review estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
• Analyze asset ownership and beneficiary designations to ensure alignment with client goals
• Develop customized planning recommendations for each client

Estate & Trust Administration

• Assist clients through probate and trust administration processes from start to finish
• Prepare court filings, inventories, accountings, and related documentation
• Communicate regularly with clients to keep matters moving efficiently and transparently

Collaboration & Quality Control

• Participate in internal drafting reviews to maintain consistency and quality standards
• Work closely with legal assistants and support staff to ensure a smooth client experience
• Contribute to the continued improvement of firm processes, workflows, and templates

Qualifications
Licensed and in good standing in Ohio
Preferred: 2+ years of experience in estate planning, probate, or closely related practice area
Strong legal writing and drafting skills
Excellent communication skills, with the ability to explain complex concepts clearly
Highly organized and detail-oriented
Professional, warm, and client-focused approach
Willingness to learn, grow, and contribute to a collaborative team environment
 
What Sets This Role Apart
Client-Centered Practice: We prioritize education, transparency, and long-term relationships—no high-pressure sales or volume-based model
Flat-Fee Estate Planning: Clear, upfront pricing that aligns incentives and allows you to focus on quality work
Structured Support: Established systems, templates, and workflows to help you succeed
Growth Opportunity: Meaningful responsibility with mentorship and room for advancement
 
Compensation & Benefits
We offer a competitive compensation package designed to support your professional and personal well-being:

Salary ($80,000 to $95,000) commiserate with experience
Health Insurance (medical coverage with employer contribution)
401(k) Retirement Plan with employer contribution/match
Paid time off (PTO) and flexible scheduling options
Paid holidays
Continuing legal education (CLE) support
Professional development and mentorship
Bar dues and professional membership reimbursement

A culture that respects boundaries and encourages time away from work to maintain long-term balance and job satisfaction
 
Work Environment
Supportive, team-oriented culture
Emphasis on clear communication, responsiveness, and professionalism
Reasonable workload expectations designed to promote sustainability and quality work

We genuinely value work-life balance—we believe great work comes from attorneys who have time to recharge, be present with their families, and maintain interests outside the office

 
How to Apply
If you are looking for a practice where you can do meaningful work, build strong client relationships, and grow as an attorney, we encourage you to apply.

Requirements

Qualifications
Required

      J.D. from an accredited law school

      Active Ohio law license in good standing (or ability to obtain licensure promptly)

      2–5 years of relevant experience in estate planning, probate, and/or trust administration

      Strong drafting, communication, and client-service skills

Preferred

      Comfort managing matters with appropriate supervision and escalating issues as needed

      Familiarity with Clio, Lawmatics and/or WealthCounsel