Morella & Associates, A Professional Corporation · 19 hours ago
Estate Planning Attorney
Pittsburgh, PA
Full-time
Onsite
Entry, Mid Level
2+ years expMorella & Associates, a Professional Corporation, is seeking an entrepreneurial attorney to join their motivated team. The role involves preparing estate planning documents, advising clients, and administering estates and trusts from inception to distribution.
Business DevelopmentInsuranceLegalReal Estate
Responsibilities
Preparation of estate planning documents, including Last Wills and Testament, Revocable Trusts, Irrevocable Trusts, Powers of Attorney (Financial and Healthcare), and Living Wills
Ability to meet with clients to advise and structure estate plan
Preparation of deeds, beneficiary designations forms, and other related documents to implement the client’s estate plan
Administration of estate and trusts from inception to distribution
Reviewing and drafting probate and trust administration documents and other related documents
Legal research regarding probate, estate planning issues and related areas
Prepare and review Pennsylvania Inheritance Tax Returns
Prepare and review Fiduciary Income Tax Returns
Qualification
Required
2-5 years of experience in Estate Planning
Preparation of estate planning documents, including Last Wills and Testament, Revocable Trusts, Irrevocable Trusts, Powers of Attorney (Financial and Healthcare), and Living Wills
Ability to meet with clients to advise and structure estate plan
Preparation of deeds, beneficiary designations forms, and other related documents to implement the client's estate plan
Administration of estate and trusts from inception to distribution
Reviewing and drafting probate and trust administration documents and other related documents
Legal research regarding probate, estate planning issues and related areas
Prepare and review Pennsylvania Inheritance Tax Returns
Prepare and review Fiduciary Income Tax Returns
Strong work ethic
Positive attitude
Attention to detail
Ability to work with a team of professionals
Benefits
Health
Dental
401(k)
Company
Morella & Associates, A Professional Corporation
Morella & Associates understands the unique business, estate planning and other legal needs of its clients from a family and business perspective.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Gabrielle Morella
Partner
Justin Papciak
Partner
Company data provided by crunchbase