Description:

Position Summary:
The EA Attorney provides legal guidance and support throughout the client experience, from estate plan design and signing through trust and estate administration. The attorney will serve as a legal resource to our drafting, funding, and administration teams while independently managing assigned trust and estate administration and probate matters.

The EA Attorney will work closely with Sales Attorneys, paralegals, Client Success Coordinators, and other members of the Firm to ensure a seamless transition from estate planning into trust and estate administration.

Key Responsibilities:

Manage Trust & Estate Administration: Independently manage assigned trust and estate administration and probate matters from opening through closing, including trust funding, asset retitling, court filings, inventories, accountings, notices, and other related requirements.
Provide Legal Guidance: Serve as a legal resource to attorneys and support team members on estate planning, trusts, Medicaid planning, probate, and estate administration matters.
Support Clients: Meet with clients, trustees, personal representatives, and family members to explain legal matters, provide guidance on next steps, and help clients navigate the administration process following a death or incapacity.
Review & Ensure Quality: Review estate planning documents, trust funding recommendations, and administration files to ensure accuracy, completeness, and quality.
Collaborate Across Teams: Partner with Sales Attorneys, paralegals, and Client Success Coordinators to maintain continuity throughout the client experience and ensure a smooth transition from planning through administration.
Develop & Support the Team: Provide coaching, mentoring, and legal guidance to paralegals and other team members involved in estate administration and contribute to improvements in workflow, processes, and client service.
Stay Current & Contribute to the Firm: Maintain current knowledge of estate planning, trusts and estates, probate, Medicaid, VA benefits, taxation, and long-term care planning, while contributing to Firm initiatives, educational programs, and practice improvements.

What We're Looking For:
Required Qualifications:

Active, in-good-standing Ohio law license.
At least five (5) years of customer service experience.
Strong communication, organization, and analytical skills.
Ability to manage multiple matters and priorities with a high degree of independence.
Strong commitment to providing exceptional client service.

Preferred Qualifications:

At least one (1) year of trust and estate administration or probate experience.
At least one (1) year of Elder Law experience.
Active, in-good-standing West Virginia law license, or willingness to obtain one within the first year of employment.
Experience with estate planning, trusts, Medicaid planning, probate, or long-term care planning.

The ideal candidate:
The ideal candidate is an attorney who combines sound legal judgment with exceptional client service. You should be comfortable explaining complex legal concepts in an understandable way, working directly with clients and families, managing cases independently, and collaborating with a multidisciplinary team.

We are looking for someone who is:

Client-focused and committed to an exceptional client experience.
Collaborative and enjoys working as part of a team.
Proactive and willing to identify problems and recommend solutions.
Organized and detail-oriented with strong follow-through.
Adaptable and comfortable in a growing and evolving Firm.
Committed to professional growth and staying current in the areas of law we practice.