Senior Estate Planning Attorney for State College Office

Job Overview: A law firm seeks an experienced Senior Estate Planning Attorney to join their team in State College, PA. This role involves providing comprehensive legal advice and guidance to clients on estate planning and elder law matters. The successful candidate will work closely with clients to create personalized estate plans that protect their assets and meet their long-term goals. The attorney will also supervise support staff and ensure that all client documents are accurate, complete, and align with the client's wishes.

Duties:

• Draft and review various legal documents, including wills, trusts, and related ancillary documents, using firm templates and software.
• Provide in-depth feedback and analysis to clients on their estate plans, ensuring their objectives are met.
• Ensure client satisfaction by addressing concerns and resolving issues promptly.
• Represent the firm in the community by participating in boards, committees, and other local groups as appropriate.
• Oversee the work of paralegals, law clerks, and administrative staff to ensure the accuracy and completeness of legal documents.
• Organize and manage client files efficiently to ensure smooth workflow throughout the office.
• Conduct client review meetings to ensure that estate planning documents remain aligned with the client’s goals and objectives.
• Offer recommendations to improve processes and overall client service.

Requirements:

• Minimum of 4+ years of experience in estate planning or elder law in a law firm setting.
• Juris Doctor (JD) degree from an accredited law school.
• Active license to practice law in Pennsylvania (required).
• Strong understanding of tax codes related to estate planning.
• Excellent decision-making, problem-solving, interpersonal, and communication skills.
• Proficiency in Microsoft Office and legal software.

Education:

• Juris Doctor (JD) from an accredited law school.

Certifications:

• Licensed to practice law in Pennsylvania (required).

Skills:

• Expertise in estate planning and elder law, including drafting and reviewing legal documents.
• Strong organizational skills with attention to detail.
• Ability to lead and supervise paralegals, law clerks, and administrative staff.
• Excellent communication and interpersonal skills, with the ability to interact effectively with clients and team members.
• Problem-solving and decision-making abilities with a focus on client satisfaction.

Benefits:

• Paid time off, holiday pay, and birthday off.
• Health, dental, and vision insurance.
• Life insurance, disability insurance, and retirement plans.
• Gym membership and student loan assistance.
• Tuition assistance and bereavement leave.

Location:

• State College, PA

This position offers an exciting opportunity for an experienced attorney to grow in a supportive and client-focused legal environment. Join a firm that values teamwork, continuous learning, and delivering high-quality legal services to clients in estate planning and elder law.

The attorneys at this law firm specialize in elder law. Their areas of practice include guardianship, estate planning, special needs planning, wealth protection, business succession planning, veterans benefits planning, and nursing home Medicaid planning. Their offices are located in Pennsylvania.