34 jobs found

OPERATIONS MANAGER - SYSTEMS, WORKFLOWS & AI ENABLEMENT The Owner/Principal Attorney is a visionary, strategist, and innovator. Growth is now constrained by operational bandwidth, workflow consistency, and the absence of a single person fully owning execution across all practice areas. Why This Role Matters The Operations Manager exists to bring structure, follow-through, and operational discipline to the firm-turning vision into systems, and systems into results. This role is for someone who takes pride in doing things the right way-and isn't satisfied until they are done right. At Safe Harbor Wills & Trusts, growth means building systems that allow good people to do excellent work consistently, without cutting corners. As Operations Manager, your work will directly shape how the firm operates, how it scales, and how clients are served over the long term. You'll partner closely with an owner who values structure, respects operational leadership, and gives you the authority to implement systems that last. If you're motivated by clarity, accountability, and the satisfaction of building something durable and well-run, this role offers the opportunity to make a meaningful, lasting impact. CORE MISSION Turn vision into systems. Turn systems into habits. Turn habits into measurable time savings, consistent outcomes, and predictable growth. Compensation - COMPENSATION & GROWTH $70,000 - $75,000 base salary, DOE Bonus eligibility tied to firm growth and improved margins, 401(k) with employer matching, Life insurance, Paid vacation after ninety (90) days, clear path to Director of Operations as the firm grows Compensation: $70,000 - 75,000 yearly Responsibilities: SCOPE OF RESPONSIBILITY This is a firm-wide role covering all practice areas, including: Estate Planning Medicaid Planning Probate & Trust Administration Special Needs Planning Client C.A.R.E. program (Client Maintenance & Continuity Program) ABOUT THE C.A.R.E. PROGRAM Safe Harbor's C.A.R.E. program is the firm's ongoing client service and maintenance program, designed to provide structured follow-up, updates, and long-term support after initial legal planning is completed. The C.A.R.E. program supports consistent client engagement, document upkeep, funding alignment, and referral continuity across all practice areas. From an operations standpoint, the C.A.R.E. program functions as a recurring, system-driven component of the client lifecycle, requiring disciplined workflows, tracking, automation, and accountability to operate effectively at scale. The Operations Manager does not sell the C.A.R.E. program directly, but is responsible for ensuring it runs consistently, securely, and predictably as part of the firm's overall service model, enhancing client satisfaction, renewal rates, and referral rates. PRIMARY RESPONSIBILITIES Customer Journey & Workflow Ownership Own and maintain a unified Customer Journey Map (current and future state). Ensure workflows align with a consistent client experience across all practice areas. Eliminate ambiguity, rework, and handoff failures. Support the design, implementation, and oversight of a tiered drafting and production model, including appropriate use of offshore or third-party resources, while maintaining quality control, data security, confidentiality, and attorney review standards. Operations, Accountability & KPIs Build, document, and enforce Standard Operating Procedures (SOPs). Maintain role clarity and accountability across teams. Implement and monitor KPIs tied to file velocity, error rates, C.A.R.E. program metrics, and documented time saved. Run weekly operational check-ins and monthly KPI reviews. AI-Enabled Systems & Automation Design and deploy AI-assisted operational tools (e.g., call summaries, workflow reviews, C.A.R.E. follow-ups, internal training). Automate workflows within Clio, DecisionVault, ElderDocs, and related systems. Measure success by real, documented time savings and error reduction-not experimentation. Workflow Automation & Systems Integration Design, implement, and maintain reliable workflow automations that connect the firm's core systems. Integrate practice management, intake, drafting, communication, and AI tools. Use automation platforms such as Zapier, Make (Integromat), Microsoft Power Automate, or comparable tools. Build automations with appropriate error handling, access controls, documentation, and change management. Ensure automations are secure, production-ready, and governed-not ad hoc or experimental. AI Governance & Policy Authority Draft, implement, and enforce firm-wide AI use policies. Approve, modify, or shut down AI tools as necessary. Train staff and monitor compliance with AI and automation standards. Technology & Systems Stewardship Ensure technology supports workflows-not the other way around. Standardize file structures, task triggers, and system usage. Prevent shadow systems and inconsistent practices. Maintain awareness of confidentiality, data security, and vendor risk. POD & Leadership Sequencing Support leadership development only after workflows, systems, and KPIs are stable. Advise on readiness for leadership roles and delay when necessary to protect consistency. Owner Leverage & Dependency Reduction Act as an operational buffer between the Owner and the team. Translate strategy into executable plans. Reduce reliance on any single individual through documentation, systems, and cross-training. AUTHORITY The Operations Manager has the authority to enforce workflows, SOPs, automation standards, and AI policies. Hiring and firing authority is advisory; final personnel decisions rest with the Owner. LOCATION & TRAVEL Regular in-office presence required at the Syracuse/Camillus office. Occasional travel to the Watertown office. Quarterly out-of-area travel for training with the Owner. Out-of-area travel for training as necessary FINAL NOTE This role is for someone who takes pride in building systems that last, enjoys bringing order to complexity, and wants their work to materially improve both business performance and the daily experience of a professional team. If you're looking for a role where your operational discipline, technology fluency, and follow-through truly matter-we should talk. Qualifications: Experience in estate planning, Medicaid planning, and probate & trust administration. Ability to design, implement, and oversee tiered drafting and production models while maintaining quality control. Proven track record of building, documenting, and enforcing Standard Operating Procedures (SOPs). Strong skills in integrating practice management, intake, drafting, communication, and AI tools. Experience with automation platforms such as Zapier, Make (Integromat), or Microsoft Power Automate. Ability to maintain role clarity and accountability across teams, ensuring consistent client experiences. Proven ability to design and deploy AI-assisted operational tools and automate workflows within systems like Clio and DecisionVault. About Company Safe Harbor Wills and Trusts is a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues. Our practice areas are limited to: Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings. Safe Harbor Wills and Trusts believes in giving back to our communities. Employees are encouraged to participate in community and charitable events. When it comes to our team giving back, we believe we can all do well if we all do good. Compensation details: 0 Yearly Salary PI0bd6437bd5-

Are you ready to elevate your legal career in a dynamic, mission-driven environment? Join our passionate team of attorneys and dedicated support professionals where your expertise will directly shape the lives of our clients and the success of our firm. As the department leader and working alongside the law partners, you'll play a pivotal role in delivering high-impact legal services while growing in a collaborative and forward-thinking workplace. This isn't just a job-it's a career path with purpose, adaptability, and room to thrive. What You'll Do Be the Legal Strategist : Dive into complex legal issues across estate and wealth protection, long-term care, estate administration, special needs planning, estate tax, litigation, corporate law, real estate, and gas/oil rights. Craft with Precision : Draft, review, and file legal documents and correspondence that drive results. Lead the Charge : Manage case progress, oversee paralegal work, and ensure seamless client communication. Champion Client Success : Meet with clients, attend hearings, and deliver tailored legal solutions that meet their goals. Drive Excellence : Resolve client concerns swiftly and professionally, always putting satisfaction first. Master Estate Administration : Handle everything from asset gathering to tax returns and legal documentation. Be a Community Voice : Represent the firm on boards, committees, and community groups-your influence matters. Fuel Our Brand : Collaborate with marketing to promote our services through seminars, articles, speaking engagements, and relationship-building. Protect What Matters : Uphold confidentiality and report any risks to the firm's success. Grow With Us : Take on new challenges and responsibilities as the role evolves. Why You'll Love It Here Collaborative Culture : Work alongside experienced attorneys and a supportive team that values your input. Professional Growth : Opportunities to lead, learn, and expand your legal expertise. Community Impact : Make a difference in the lives of clients and the broader community. Dynamic Environment : No two days are the same-your role adapts as you grow. Qualifications At least 3 years' experience in estate planning, estate administration or Elder Law focused environment. Juris Doctorate degree from an accredited school of law with a current license to practice law in the state of Pennsylvania. Decision-making, problem-solving, interpersonal skills, and communication skills are a must. Proficiency with Microsoft Office suite is necessary. Ability to communicate clearly and effectively with clients, staff, and referral sources. Compensation based on experience About Steinbacher, Goodall & Yurchak Our commitment to a solutions-oriented work environment is realized through teams that are bound by mutual respect and accountability and who strive for continuous learning and growth. Does that sound like an environment you would like to work in? Are you a team player who is eager to learn, solutions-oriented, and reliable? If so, we may have a place for you on our team! We have offices in Williamsport, State College, Altoona, Wilkes-Barre, Muncy, Wyalusing, and Wysox, PA. Our employee benefits include: Paid time off, Holiday Pay, Jury Pay, Birthday Off, Bereavement Leave, Health, Dental, Vision, Disability, Life Insurance, Retirement Plan, Gym Membership, Student Loan Assistance and Tuition Assistance. Steinbacher, Goodall & Yurchak is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as established by law. Powered by JazzHR PIbe33ded7e6-

TAX PARTNER - Will consider current Tax Directors and Senior Managers Well established, highly profitable regional CPA firm seeks a Tax Partner, to add to their growing staff. We offer a very reasonable work life balance with a Hybrid schedule of working from both home and office, as well as excellent benefits including large potential bonuses / profit sharing, and a 5% employer contribution to your 401K program. We will consider existing Partners, as well as current Tax Directors and Tax Senior Managers out of other CPA firms for this direct entry Partner role. We can also use an additional Tax Manager and Senior Manager. For direct entry Partner candidates, if not yet a partner, they need considerable experience with managing clients, managing staff and a practice, and developing business. We have two partners retiring soon. Prefer candidates with significant trust and estate experience. We need a partner or someone who can become a partner very quickly, who can help run the practice and manage the Bremerton office. Responsibilities Responsible for all services rendered to clients in the functional areas of accounting, taxes, or management advisory services. Reviews and signs off on tax returns. Involved with the administration of the personnel function as it relates to acquisition, training, retention, and utilization of accounting staff. Recruits or assigns individuals to recruit students at selected colleges and universities. Interviews and oversees extending initial offers of employment to potential accounting staff employees. Reviews and evaluates accounting staff personnel for purposes of promotion and salary adjustment. Releases employees on the accounting staff who are not to be retained. Maintains required technical competence through professional literature, financial publications, and attendance at professional development seminars. Develops new business through expanding services rendered to existing clients, pursuing contact with prospective clients, and maintaining contacts with bankers, attorneys, investment bankers, and others. Involved in establishing an annual Training Program for the professional staff and develops specific programs for various levels of the accounting staff. Monitors those training programs established and administered by the Management Consulting Services and Tax Departments for their respective professional staff. Emphasizes continuity in the assigning of accounting staff to specific assignments. Counsels with the accounting staff on their grievances, professional development, and progress with the firm Participates in the Firm's practice development efforts. Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others. Participates on various committees; offers opinions and insight to better improve the Firm's operation and profitability. Other duties as assigned by the Managing Partner. Supervisory Responsibilities: Responsible for the development, coaching and training of all tax employees. Must be familiar with the qualifications of all tax staff members for the development and instruction of their training needs. Participates in reviews, compensation and evaluations of accounting professionals Qualifications Generally, requires ten (10) to fifteen (15) years of experience in public accounting, demonstrating a proven progression in complexity, scope, and number of engagements managed. Prefer generaalist tax experience including significant exposure to estate and trust tax. Bachelor's degree in accounting, or Master's degree in accounting. Minimum of forty (40) hours of continuing professional education is required each year to maintain and develop technical and business skills. A current and valid CPA's license is required.

Description: Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work? Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you! If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients exceptional value and quality representation. Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorney's office should be a positive experience, and not an uncomfortable one. Please note, applicants who do not follow instructions when applying will not be considered for the position. Responsibilities Conduct initial consultation with clients Identify the appropriate strategy to meet the client's expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client's objectives Draft estate planning documents, including wills, distinct types of trusts, ancillary documents Ability to explain complex legal concepts and explain all provisions of the estate plan to the client Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication Report on caseload at a weekly case review meeting Develop a client following to increase the firm's revenues Benefits include: Paid holidays Personal time off Health, dental, vision, and life insurance 401K matching contributions Job type: Full-time On-site Requirements: J.D. from an accredited law school and licensed with the California State Bar 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client's objectives Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client Working knowledge of finance, investments, and taxes Great ability to focus under pressure and the willingness to do what needs to be done Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software Experience with Wealth Counsel drafting is desired Compensation details: 00 Yearly Salary PIf259c04b6-

Estate Attorney Pittsburgh, PA A reputable boutique Pittsburgh based law firm is seeking an entrepreneurial attorney with the desire to work with a highly motivated group of attorneys to grow a practice and profit from the growth. Potential candidate should possess 2-5 years of experience in the following: 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. Estate Administration and Probate 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. Candidate should have a strong work ethic, a positive attitude, and have a willingness to work with a group of attorneys to maximize the legal experience and the services provided to the firm's clients. Benefits Supplemental Pay: Bonus Pay 401(k) Dental Insurance Health Insurance Vision Insurance Flexible Schedule Paid Time Off Health Savings Account Professional Development Assistance Requirements Ability to commute/relocate: Pittsburgh, PA 15237 License/Certification: PA Attorney's License We are an EOE.

We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families, and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity! Compensation: $110,000 - $140,000 yearly base plus incentive Responsibilities: Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action Organize and maintain client files to ensure they are kept current Create wills, trusts, and powers of attorney for your clients Educate clients about options for retirement, donating to charity, and purchasing insurance Attend court proceedings as needed to represent clients Consult with prospective clients and lead them through our proprietary estate planning process. Provide expert legal advice and deliver superior estate planning and asset protection work products. Research, design, and create complex and customized estate plans. Guide clients through the probate process, providing clear, actionable advice to simplify complex legal procedures. Represent clients in uncontested guardianship and probate hearings. Maintain detailed and organized records of client interactions and case progress to ensure seamless service delivery and compliance with legal requirements. Qualifications: Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required Undergraduate degree with a legal background and Juris Doctor degree required Great communication skills, particularly in stressful and emotional situations Member in good standing and actively involved with the ABA (American Bar Association) Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation Active North Carolina Bar license. Five (5) years or more of Estate Planning, Probate, and Trust Administration experience. Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm. Experience using WealthDocx Estate Planning software or ElderDocx Elder Law software. LL.M. in tax or Estate Planning and Probate Board Certified Specialist preferred. About Company We value open and respectful feedback as well as work-life balance. We care about our teammates' personal, professional, and financial goals and help them achieve success. Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors. Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients. Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility. Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients' needs with creativity and resourcefulness. Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client. Compensation details: 00 Yearly Salary PI75a9abc1-

We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families, and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity! Compensation: $110,000 - $140,000 yearly base plus incentive Responsibilities: Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action Organize and maintain client files to ensure they are kept current Create wills, trusts, and powers of attorney for your clients Educate clients about options for retirement, donating to charity, and purchasing insurance Attend court proceedings as needed to represent clients Consult with prospective clients and lead them through our proprietary estate planning process. Provide expert legal advice and deliver superior estate planning and asset protection work products. Research, design, and create complex and customized estate plans. Guide clients through the probate process, providing clear, actionable advice to simplify complex legal procedures. Represent clients in uncontested guardianship and probate hearings. Maintain detailed and organized records of client interactions and case progress to ensure seamless service delivery and compliance with legal requirements. Qualifications: Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required Undergraduate degree with a legal background and Juris Doctor degree required Great communication skills, particularly in stressful and emotional situations Member in good standing and actively involved with the ABA (American Bar Association) Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation Active North Carolina Bar license. Five (5) years or more of Estate Planning, Probate, and Trust Administration experience. Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm. Experience using WealthDocx Estate Planning software or ElderDocx Elder Law software. LL.M. in tax or Estate Planning and Probate Board Certified Specialist preferred. About Company We value open and respectful feedback as well as work-life balance. We care about our teammates' personal, professional, and financial goals and help them achieve success. Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors. Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients. Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility. Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients' needs with creativity and resourcefulness. Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client. Compensation details: 00 Yearly Salary PI75a9abc1-

We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families, and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity! Compensation: $110,000 - $140,000 yearly base plus incentive Responsibilities: Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action Organize and maintain client files to ensure they are kept current Create wills, trusts, and powers of attorney for your clients Educate clients about options for retirement, donating to charity, and purchasing insurance Attend court proceedings as needed to represent clients Consult with prospective clients and lead them through our proprietary estate planning process. Provide expert legal advice and deliver superior estate planning and asset protection work products. Research, design, and create complex and customized estate plans. Guide clients through the probate process, providing clear, actionable advice to simplify complex legal procedures. Represent clients in uncontested guardianship and probate hearings. Maintain detailed and organized records of client interactions and case progress to ensure seamless service delivery and compliance with legal requirements. Qualifications: Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required Undergraduate degree with a legal background and Juris Doctor degree required Great communication skills, particularly in stressful and emotional situations Member in good standing and actively involved with the ABA (American Bar Association) Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation Active North Carolina Bar license. Five (5) years or more of Estate Planning, Probate, and Trust Administration experience. Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm. Experience using WealthDocx Estate Planning software or ElderDocx Elder Law software. LL.M. in tax or Estate Planning and Probate Board Certified Specialist preferred. About Company We value open and respectful feedback as well as work-life balance. We care about our teammates' personal, professional, and financial goals and help them achieve success. Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors. Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients. Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility. Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients' needs with creativity and resourcefulness. Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client. Compensation details: 00 Yearly Salary PI75a9abc1-

We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families, and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity! Compensation: $110,000 - $140,000 yearly base plus incentive Responsibilities: Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action Organize and maintain client files to ensure they are kept current Create wills, trusts, and powers of attorney for your clients Educate clients about options for retirement, donating to charity, and purchasing insurance Attend court proceedings as needed to represent clients Consult with prospective clients and lead them through our proprietary estate planning process. Provide expert legal advice and deliver superior estate planning and asset protection work products. Research, design, and create complex and customized estate plans. Guide clients through the probate process, providing clear, actionable advice to simplify complex legal procedures. Represent clients in uncontested guardianship and probate hearings. Maintain detailed and organized records of client interactions and case progress to ensure seamless service delivery and compliance with legal requirements. Qualifications: Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required Undergraduate degree with a legal background and Juris Doctor degree required Great communication skills, particularly in stressful and emotional situations Member in good standing and actively involved with the ABA (American Bar Association) Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation Active North Carolina Bar license. Five (5) years or more of Estate Planning, Probate, and Trust Administration experience. Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm. Experience using WealthDocx Estate Planning software or ElderDocx Elder Law software. LL.M. in tax or Estate Planning and Probate Board Certified Specialist preferred. About Company We value open and respectful feedback as well as work-life balance. We care about our teammates' personal, professional, and financial goals and help them achieve success. Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors. Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients. Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility. Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients' needs with creativity and resourcefulness. Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client. Compensation details: 00 Yearly Salary PI75a9abc1-

We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families, and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity! Compensation: $110,000 - $140,000 yearly base plus incentive Responsibilities: Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action Organize and maintain client files to ensure they are kept current Create wills, trusts, and powers of attorney for your clients Educate clients about options for retirement, donating to charity, and purchasing insurance Attend court proceedings as needed to represent clients Consult with prospective clients and lead them through our proprietary estate planning process. Provide expert legal advice and deliver superior estate planning and asset protection work products. Research, design, and create complex and customized estate plans. Guide clients through the probate process, providing clear, actionable advice to simplify complex legal procedures. Represent clients in uncontested guardianship and probate hearings. Maintain detailed and organized records of client interactions and case progress to ensure seamless service delivery and compliance with legal requirements. Qualifications: Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required Undergraduate degree with a legal background and Juris Doctor degree required Great communication skills, particularly in stressful and emotional situations Member in good standing and actively involved with the ABA (American Bar Association) Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation Active North Carolina Bar license. Five (5) years or more of Estate Planning, Probate, and Trust Administration experience. Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm. Experience using WealthDocx Estate Planning software or ElderDocx Elder Law software. LL.M. in tax or Estate Planning and Probate Board Certified Specialist preferred. About Company We value open and respectful feedback as well as work-life balance. We care about our teammates' personal, professional, and financial goals and help them achieve success. Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors. Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients. Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility. Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients' needs with creativity and resourcefulness. Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client. Compensation details: 00 Yearly Salary PI75a9abc1-

We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families, and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity! Compensation: $110,000 - $140,000 yearly base plus incentive Responsibilities: Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action Organize and maintain client files to ensure they are kept current Create wills, trusts, and powers of attorney for your clients Educate clients about options for retirement, donating to charity, and purchasing insurance Attend court proceedings as needed to represent clients Consult with prospective clients and lead them through our proprietary estate planning process. Provide expert legal advice and deliver superior estate planning and asset protection work products. Research, design, and create complex and customized estate plans. Guide clients through the probate process, providing clear, actionable advice to simplify complex legal procedures. Represent clients in uncontested guardianship and probate hearings. Maintain detailed and organized records of client interactions and case progress to ensure seamless service delivery and compliance with legal requirements. Qualifications: Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required Undergraduate degree with a legal background and Juris Doctor degree required Great communication skills, particularly in stressful and emotional situations Member in good standing and actively involved with the ABA (American Bar Association) Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation Active North Carolina Bar license. Five (5) years or more of Estate Planning, Probate, and Trust Administration experience. Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm. Experience using WealthDocx Estate Planning software or ElderDocx Elder Law software. LL.M. in tax or Estate Planning and Probate Board Certified Specialist preferred. About Company We value open and respectful feedback as well as work-life balance. We care about our teammates' personal, professional, and financial goals and help them achieve success. Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors. Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients. Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility. Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients' needs with creativity and resourcefulness. Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client. Compensation details: 00 Yearly Salary PI75a9abc1-

We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families, and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity! Compensation: $110,000 - $140,000 yearly base plus incentive Responsibilities: Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action Organize and maintain client files to ensure they are kept current Create wills, trusts, and powers of attorney for your clients Educate clients about options for retirement, donating to charity, and purchasing insurance Attend court proceedings as needed to represent clients Consult with prospective clients and lead them through our proprietary estate planning process. Provide expert legal advice and deliver superior estate planning and asset protection work products. Research, design, and create complex and customized estate plans. Guide clients through the probate process, providing clear, actionable advice to simplify complex legal procedures. Represent clients in uncontested guardianship and probate hearings. Maintain detailed and organized records of client interactions and case progress to ensure seamless service delivery and compliance with legal requirements. Qualifications: Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required Undergraduate degree with a legal background and Juris Doctor degree required Great communication skills, particularly in stressful and emotional situations Member in good standing and actively involved with the ABA (American Bar Association) Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation Active North Carolina Bar license. Five (5) years or more of Estate Planning, Probate, and Trust Administration experience. Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm. Experience using WealthDocx Estate Planning software or ElderDocx Elder Law software. LL.M. in tax or Estate Planning and Probate Board Certified Specialist preferred. About Company We value open and respectful feedback as well as work-life balance. We care about our teammates' personal, professional, and financial goals and help them achieve success. Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors. Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients. Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility. Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients' needs with creativity and resourcefulness. Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client. Compensation details: 00 Yearly Salary PI75a9abc1-

We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families, and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity! Compensation: $110,000 - $140,000 yearly base plus incentive Responsibilities: Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action Organize and maintain client files to ensure they are kept current Create wills, trusts, and powers of attorney for your clients Educate clients about options for retirement, donating to charity, and purchasing insurance Attend court proceedings as needed to represent clients Consult with prospective clients and lead them through our proprietary estate planning process. Provide expert legal advice and deliver superior estate planning and asset protection work products. Research, design, and create complex and customized estate plans. Guide clients through the probate process, providing clear, actionable advice to simplify complex legal procedures. Represent clients in uncontested guardianship and probate hearings. Maintain detailed and organized records of client interactions and case progress to ensure seamless service delivery and compliance with legal requirements. Qualifications: Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required Undergraduate degree with a legal background and Juris Doctor degree required Great communication skills, particularly in stressful and emotional situations Member in good standing and actively involved with the ABA (American Bar Association) Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation Active North Carolina Bar license. Five (5) years or more of Estate Planning, Probate, and Trust Administration experience. Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm. Experience using WealthDocx Estate Planning software or ElderDocx Elder Law software. LL.M. in tax or Estate Planning and Probate Board Certified Specialist preferred. About Company We value open and respectful feedback as well as work-life balance. We care about our teammates' personal, professional, and financial goals and help them achieve success. Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors. Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients. Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility. Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients' needs with creativity and resourcefulness. Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client. Compensation details: 00 Yearly Salary PI75a9abc1-

We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families, and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity! Compensation: $110,000 - $140,000 yearly base plus incentive Responsibilities: Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action Organize and maintain client files to ensure they are kept current Create wills, trusts, and powers of attorney for your clients Educate clients about options for retirement, donating to charity, and purchasing insurance Attend court proceedings as needed to represent clients Consult with prospective clients and lead them through our proprietary estate planning process. Provide expert legal advice and deliver superior estate planning and asset protection work products. Research, design, and create complex and customized estate plans. Guide clients through the probate process, providing clear, actionable advice to simplify complex legal procedures. Represent clients in uncontested guardianship and probate hearings. Maintain detailed and organized records of client interactions and case progress to ensure seamless service delivery and compliance with legal requirements. Qualifications: Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required Undergraduate degree with a legal background and Juris Doctor degree required Great communication skills, particularly in stressful and emotional situations Member in good standing and actively involved with the ABA (American Bar Association) Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation Active North Carolina Bar license. Five (5) years or more of Estate Planning, Probate, and Trust Administration experience. Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm. Experience using WealthDocx Estate Planning software or ElderDocx Elder Law software. LL.M. in tax or Estate Planning and Probate Board Certified Specialist preferred. About Company We value open and respectful feedback as well as work-life balance. We care about our teammates' personal, professional, and financial goals and help them achieve success. Integrity serves as our foundation, ensuring that we uphold the highest ethical standards in all our endeavors. Teamwork underscores our belief in the power of collaboration, recognizing that collective effort leads to superior outcomes for clients. Impact & influence drive our commitment to effect positive change within the probate system, striving to innovate and advocate for reforms that enhance efficiency, fairness, and accessibility. Initiative fuels our proactive approach to problem-solving, empowering us to anticipate and address clients' needs with creativity and resourcefulness. Customer focus underscores our dedication to providing exceptional service and personalized solutions that meet the unique needs and goals of each client. Compensation details: 00 Yearly Salary PI75a9abc1-

Are you looking for an opportunity to learn from some of the most esteemed attorneys and grow your career? Our law firm is looking for the next associate attorney to assist in providing legal counsel to clients. You will work closely with our senior partners and associates, conduct legal research, draft documents, and maintain client files. If you've recently graduated from law school, have excellent fact-finding and communication skills, and are ready to jump-start your career in the legal industry, we want to hear from you! Compensation: $80,000 - $120,000 yearly yearly Responsibilities: Organize and maintain files to ensure accuracy for other attorneys, paralegals, and staff Prepare correspondence and legal documents such as contracts, pleadings, briefs, affidavits, motions, and settlement agreements for contract negotiations and proceedings Conduct legal research, prepare for and attend hearings and/or other legal proceedings, and provide legal counsel with the help of senior associate attorneys Resolve cases efficiently by using communicating effectively with and working alongside senior attorneys and paralegals Review client issues on legal matters, analyze available options, and diligently work to determine the best course of action The attorney hired for this role will work directly with clients and handle matters including: Meeting with clients to design estate plans Drafting wills, revocable trusts, powers of attorney, and healthcare directives Drafting probate pleadings and filings Managing probate administrations from start to finish Communicating with personal representatives, beneficiaries, and the court Maintaining organized files and moving matters forward without constant supervision As the practice grows, there may also be opportunities to assist with contested or litigated probate matters. Initially, this position will be self-supported without a dedicated paralegal or legal assistant, so strong organization and independence are important. Qualifications: Effective communication skills and problem-solving skills are necessary to work with all levels of staff and clients Successful completion of the bar exam Completion of a Juris Doctor (J.D. degree) from an accredited law school Member in good standing and actively involved with the ABA (American Bar Association) Willingness to learn from senior attorneys to meet our client needs and grow our client base 2-5 years of legal experience required Florida Bar license in good standing Prior experience with estate planning or probate matters Strong drafting and client communication skills Ability to manage files independently About Company Cole Law Firm is an estate planning and probate practice serving families throughout Northwest Florida. Our firm focuses on helping clients create thoughtful estate plans and guiding families through probate with professionalism, clarity, and respect. We value a stable and professional work environment built on mutual respect, accountability, and strong communication. Our team members take ownership of their work, support one another, and approach client matters with care and professionalism. We intentionally cultivate a workplace that is organized, solution-oriented, low drama, and focused on delivering excellent service to clients. Compensation details: 00 Yearly Salary PI73ca3a72e9ff-2341