Description

Estate Planning / Probate & Trust Administration Associate Attorney
Experience Level: 2–5 Years

Location: Central Ohio (in-office)

About Our Firm
We are a small, relationshipdriven estate planning and administration law firm dedicated to helping clients navigate important life transitions with clarity, care, and confidence. Our work spans estate planning, probate, and trust administration, and we pride ourselves on thoughtful process, clear communication, and a genuinely collaborative team environment.

Our core values—compassion, proactive problemsolving, clear communication, growth, and teamwork—guide not only how we serve clients, but how we work with and support each other.

Position Overview
We are seeking an Associate Attorney with 2–5 years of experience in estate planning, probate, and/or trust administration to join our growing practice. This role is ideal for an attorney who enjoys client interaction, values mentorship and collaboration, and wants to build longterm expertise in a thoughtful, wellrun estate planning firm. The position is primarily focused on estate planning, with a smaller portion of responsibilities supporting probate and trust administration matters. You will be expected to handle matters with increasing autonomy—owning client communication, drafting, and followthrough—while receiving attorney support for strategy, complex issues, and final review.

Key Responsibilities
Client Service and Representation

      Guide clients through estate planning, probate, and trust administration matters with care and empathy

      Conduct client meetings with clarity and reassurance

      Build trusted client relationships

Estate Planning

      Draft and review wills, trusts, powers of attorney, and related documents

      Identify family dynamics, asset complexity, and planning goals

Probate & Trust Administration

      Manage probate filings and related documents

      Advise fiduciaries and communicate with courts

Proactive Problem-Solving

      Anticipate issues and propose solutions

      Contribute to improving firm processes

Communication & Collaboration

      Communicate clearly with clients and staff

      Work collaboratively with assistants and paralegals

Professional Growth

      Stay current on Ohio law and best practices

      Pursue continued learning and improvement

What Success Looks Like (First 90 Days)
      Independently manage core estate planning matters from intake through draft preparation, with attorney review as needed

      Draft common estate planning document sets (including wills, trusts, powers of attorney, and healthcare directives) with minimal revisions

      Own defined probate and/or trust administration tasks (e.g., preparing filings, inventories, and distribution documentation) with supervision

      Maintain clear, timely client communication and collaborate effectively with assistant/paralegal.

      Demonstrate reliable deadline tracking and proactive issue-spotting

Compensation & Benefits
Base Salary

      $80,000 – $95,000, commensurate with experience

Bonus Opportunities

      Performancebased bonuses focused on quality, initiative, and teamwork

Benefits

      Paid time off and holidays

      CLE and professional development support

      Mentorship and training

LongTerm Growth

      Opportunities for increased responsibility and compensation

      Potential future leadership or expanded role discussions

To apply, please submit your resume and a brief statement of interest. No formal cover letter required.

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