Job Description
A well‐respected boutique firm in Sheffield is seeking a Trust & Estate Associate to join its growing practice. This role is ideal for an attorney with 2-5 years of experience in estate planning, trust work, and probate who is looking to build a long‐term career with a busy, client‐focused team. The firm maintains strong referral relationships with financial planning groups, creating a steady flow of high‐quality work and opportunities for professional growth.
Responsibilities
• Draft and review wills, revocable and irrevocable trusts, powers of attorney, and other estate planning documents
• Assist with advanced planning matters, including specialty trusts and tax‐sensitive strategies
• Handle probate filings, estate administration, guardianships, and related proceedings
• Conduct client meetings, gather information, and develop customized estate plans
• Work with financial planners, CPAs, and other professionals to coordinate comprehensive planning
• Prepare trust funding documents and assist clients with asset alignment
• Research estate, trust, and tax issues and provide recommendations to supervising attorneys
• Maintain organized case files and manage deadlines across multiple matters
• Support elder law matters as needed, including Medicaid planning and long‐term care strategies
• Communicate professionally with clients, beneficiaries, fiduciaries, and court personnel
Qualifications
• 2–5 years of experience in trust and estate law
• Strong drafting skills and familiarity with estate planning documents
• Tax background or coursework strongly preferred
• Experience with probate and estate administration
• Litigation experience is helpful but not required
• Excellent communication, organization, and client‐service skills
• Ability to manage multiple matters independently and work collaboratively with a team
• Ohio Bar admission required
Work Environment
• In‐office role with flexible scheduling
• Supportive boutique firm with strong referral networks
• Steady workflow from long‐standing financial planning partnerships
• Opportunities for mentorship, professional development, and long‐term career growth
This position is ideal for an attorney who enjoys client interaction, values high‐quality estate planning work, and wants to grow within a well‐established boutique practice.
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