Trust and Estates Associate Attorney

• Draft comprehensive estate planning documents, including wills, trusts, health care directives, and powers of attorney
• Manage estate and trust administration processes, such as preparing settlement agreements, overseeing accountings, and modifying trust agreements
• Assist with the formation and governance of business entities, including LLCs, corporations, and partnerships, along with necessary filings under the Corporate Transparency Act
• Prepare and negotiate legal documents for business transactions, including purchase agreements, employment contracts, and real estate leases
• Conduct detailed legal research in areas such as taxation, corporate law, and estate planning
• Review and prepare fiduciary and personal income tax returns with accuracy and attention to detail
• Collaborate effectively with other departments or practice areas to support comprehensive client solutions
• Maintain strong client relationships by addressing their needs and providing clear communication throughout legal processes
• Ensure compliance with legal standards and deadlines in all aspects of work

• Active bar license in good standing to practice law in Pennsylvania
• A minimum of 2-5+ years of experience requiring attention to detail in Trusts, Estates, and Corporate Law
• Strong skills in client management and effective, detail-oriented communication
• Ability to perform complex legal research and draft detailed legal documents
• Familiarity with corporate and estate taxation processes
• Reliable ability to commute to Fort Washington, Pennsylvania, as needed for firm responsibilities
• Juris Doctor degree from an accredited law school
• Demonstrated ability to handle sensitive and confidential information with discretion

Admission to other state bars is advantageous

• medical
• vision
• dental
• life and disability insurance
• company 401(k) plan