Pile Law Firm · 1 month ago
Experienced Estate & Elder Law Associate Attorney
Blue Bell, PA
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $105K/yr
3+ years expPile Law Firm is a multi attorney boutique estate planning and elder law firm serving clients in Pennsylvania and New Jersey. They are seeking a highly motivated Associate Attorney licensed in Pennsylvania with a focus on Estate Planning and Probate, responsible for preparing estate plans, handling trust administration, and providing legal guidance to clients.
AdviceLegalProfessional Services
Responsibilities
Prepare comprehensive simple to complex Estate Plans, using techniques to protect and preserve assets, reduce taxes and accomplish client goals
Handle Estate and Trust administration from start to finish
Analyze trust and estate planning documents and advise clients with respect to trustees' powers and duties, dispositive provisions, beneficiary rights, and tax treatment of distributions
Prepare and file petitions to protect clients, their property interests and to accomplish various goals for the client
Draft Special Needs Trusts
Handle and manage Medicaid long term care applications and Guardianship cases
Provide oversight of Probate and Trust Administration Coordinator, Medicaid Coordinator, Drafting Coordinator and Funding Coordinator to ensure tasks are completed as required to accomplish legal service provided
An ability to assist business clients with establishing and remaining compliant in running their business is a plus
Travel to and attend all Court hearings required by the firm (primarily Orphans’ Court in the surrounding Philadelphia Counties) as well as to client homes, hospitals and other client locations as required
Collaborate with client’s financial and insurance professionals
Handle consultations to convert leads to new clients
Establish and maintain professional and community relationships that regularly refer prospects to the firm
Provide quality customer service to clients, potential clients, and their parties
Attend CLE and other training events as needed to stay on top of changes in the legal community
Assist the managing attorney with seminar and webinar presentations and other speaking engagements as requested
Other tasks as assigned by management
Qualification
Required
J.D. degree from an accredited College/University required
Active admission to practice law in Pennsylvania
3+ years experience practicing law in a law firm
Excellent written, verbal, and persuasive communication skills required
Highly developed time management, organizational and prioritization skills with the ability to multitask with clarity and efficiency
Skilled at getting information by observing, receiving and/or researching to obtain information from relevant sources
Skilled in listening and identifying issues and able to show prospective clients the value our firm can provide so they willingly engage us
Demonstrate aptitude for working in sensitive environments requiring a high degree of confidentiality
Preferred
1+ years Estate Planning and Elder law experience preferred; probate experience a plus!
Court Experience (Guardianship and Estate litigation is a plus)
Active or eligible to be licensed in New Jersey a plus
Benefits
Generous paid time off policies
Excellent medical, dental, vision benefits
401k program with matching up to 3%
Annual professional development stipend
Company
Pile Law Firm
Pile Law Firm specializes in real estate planning, elder law, business law, and medical planning.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase