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Full Time Dublin, OH, US

7 days ago Requisition ID: 1071

Salary: $75,000.00 Annually

Join a Mission-Driven Team Dedicated to Serving Seniors and Families

Empathetic, Client-Focused, Servant Leader, Growth Mindset, Quality-Oriented, Team Player

At Jarvis Law Office, PC, we help families live securely, age with dignity, and protect what matters most. Our practice focuses on estate planning, elder law, Medicaid planning, trusts and estates, probate, and related areas of law.

We are seeking an Estate Administration (EA) Attorney to join our growing team. This position is ideal for an attorney who enjoys working directly with clients, solving complex legal problems, and collaborating with attorneys and legal professionals to provide an exceptional client experience.

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.

• 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.

• 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.

• 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 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.
• Growth opportunities within a respected and expanding firm
• Supportive, team-oriented culture
• Major Medical, Dental, Vision, and Life Insurance
• Supplemental benefits such as Short-Term & Long-Term Disability, Critical Illness, Accident, and Voluntary Life.
• 401(k) with a match after 1 year of employment.
• Paid Time Off, with accrual increasing with tenure, and nine paid holidays.
• Additional firm-specific benefits and perks.

At Jarvis Law Office, you will have the opportunity to build a meaningful legal career while helping families protect what matters most. You will work alongside a team that values collaboration, professionalism, continuous improvement, and exceptional client service.

Jarvis Law Office, PC is an equal opportunity employer.