Staff Attorney - Personal and Succession Planning

Job Overview

A law firm seeks an experienced Staff Attorney to join the Personal and Succession Planning practice group in Dayton, Ohio. This role supports a wide range of estate administration, estate and gift tax, and trust administration matters.

Duties

• Prepare initial probate papers and court-required filings.
• Value assets using research and approved tools.
• Track and communicate filing deadlines for firm-wide docketing.
• Liaise with courts and government agencies for processing filings.
• Draft deeds and transfer documents to fund revocable trusts.
• Coordinate beneficiary distributions and research state and county records.
• Gather and organize gift, asset, and debt information from executors and trustees.
• Prepare first drafts of estate and gift tax returns.
• Collaborate with external professionals such as accountants and financial advisors.
• Review brokerage statements and prepare reports to beneficiaries.

Requirements

• Experience in estate administration and trust management.
• Prior experience with banks, county auditors, and governmental agencies.

Education

• Juris Doctor (JD) degree.

Certifications

• Bar admission in the state of Ohio.

Skills

• Strong research and analytical skills.
• Excellent communication and organizational abilities.
• Proficiency in preparing legal documents and court filings.

Benefits

• Comprehensive health insurance.
• Retirement savings plan.
• Professional development opportunities.

This prestigious general practice firm manages its practice groups efficiently and matter-of-factly. Solid and steady work help solidify this firm as a top player in the market. Associates can expect good training, including more hands-on work than in other firms offering similar levels of sophistication in the practice. Associates will be pleasantly surprised by the sophistication of this firm, combined with a warm collegial environment.