Description:

Position Overview:
We are seeking an Associate Attorney with a minimum of 5 years of probate law experience in Ohio who can handle a variety of probate-related matters, including estate planning, elder law, guardianships, and trust administration. In addition to strong legal acumen, the ideal candidate will have excellent networking skills and a proactive approach to business development.

Purpose:
This role's purpose is to be a professional resource to clients requiring expertise in Probate, Estate Planning, and Guardianship law.

Key Responsibilities:

Business Development: Identify and cultivate new business opportunities by leveraging referral networks, building relationships within the community, and actively seeking new probate and guardianship matters.
Case Management: Manage a caseload from start to finish, ensuring high levels of client satisfaction and compliance with deadlines.
Drafting & Filing Legal Documents: Ensure submission of wills, trusts, powers of attorney, guardianship petitions, and other probate-related documents.
Court Appearances: Represent clients in probate and guardianship hearings, ensuring cases progress efficiently.
Client Consultations & Analysis: Assess client needs, analyze their status, and provide strategic legal counsel.
Billable Hours & Revenue Generation: Meet the firm's billable and collectible hour requirements.
Financial & Billable Tracking: Maintain accurate records of budgets, billable hours, and expenses.
Guardian Responsibilities: Establish and advise on guardianship obligations and requirements.
Client & Ward Visits: When necessary, visit clients or Wards to fulfill legal and ethical obligations.
Compliance & Professionalism: Maintain professional ethics, uphold firm standards, and comply with all relevant legal regulations.

Qualifications:

Licensed Attorney in the State of Ohio, in good standing.
5+ years of specific experience in probate, estate planning, guardianship, and related legal areas.
Proven Ability to develop business through an existing book of clients and proven ability to acquire new clients.
Strong Communication & Advocacy Skills including public speaking and courtroom advocacy.
Proactive & Organized with excellent attention to detail and ability to handle multiple matters simultaneously.
Proficiency in Microsoft Office and case management software.
Strong organizational and time management skills and ability to maintain deadlines and case workflow.
Experience in counseling, interviewing, and problem-solving for probate matters.