Trusts & Estates Attorney

J

Jarvis Law Office PC

Trusts & Estates Attorney

Dublin, OH
Full Time
Paid
  • Responsibilities

    Job Description

    Job Description

    Trusts & Estates Attorney 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 , we are seeking an experienced Trusts & Estates Attorney to join our growing team. If you are passionate about helping seniors and families navigate estate planning and elder law with confidence and peace of mind, we want to hear from you.

    Who We Are

    Jarvis Law is a leading elder law and estate planning firm with offices in Dublin, Lancaster, and St. Clairsville, Ohio. This role will be based primarily in our Dublin and Lancaster offices.

    Our mission is to provide unparalleled legal services that allow families to live securely, age with dignity, and protect what matters most. We achieve this by:

    • Building trust – Serving as compassionate advisors who treat clients like family.
    • Providing clarity – Guiding families through complex legal matters with empathy and respect.
    • Delivering excellence – Creating personalized, comprehensive legal plans with proactive communication.

    About the Role

    As a Trusts & Estates Attorney, you will play a key role in client meetings, guiding families through the estate planning process and designing customized plans that meet their needs. This position is ideal for someone who thrives in a client-facing, fast-paced environment and values teamwork, organization, and service.

    Key Responsibilities

    • Conduct client design meetings (approximately 75% of the time) to understand needs and develop estate plans.
    • Oversee case progress and document drafting (approximately 25% of the time) , ensuring client files remain on track.
    • Provide compassionate, client-focused service , demonstrating excellent listening and rapport-building skills.
    • Assist clients in moving forward with their plans , including securing payments and deposits.
    • Ensure compliance with firm procedures and workflows.
    • Serve as a mentor and coach , working closely with a drafting paralegal.
    • Participate in potential client seminars and workshops as opportunities arise.

    Qualifications

    We are looking for an attorney with:

    • At least 2 years of estate planning experience.
    • A Juris Doctor (JD) degree and an active Ohio law license in good standing.
    • ABA membership (preferred).
    • Strong organizational and time management skills.
    • A servant leadership mentality and ability to work in a team-oriented environment.
    • Excellent verbal and written communication skills.
    • High personal accountability and commitment to professional excellence.
    • Proficiency in Microsoft Office and prior experience with case management systems.
    • Familiarity with WealthDocs and ElderCounsel (or willingness to learn).
    • Ability to train, mentor, and hold team members accountable.
    • A professional, positive demeanor with the ability to show tact, empathy, and diplomacy.
    • Strong critical thinking and problem-solving skills.
    • The ability to manage multiple cases and deadlines in a fast-paced environment.

    Compensation & Benefits

    • Base salary: $80,000 + bonus potential
    • Growth opportunities within a respected and expanding firm
    • Supportive, team-oriented culture

    Why Jarvis Law?

    Jarvis Law is a family-owned firm that values work-life balance, flexibility, and exceptional client service. We are committed to fostering a diverse and inclusive workplace where all employees are treated with respect and have the opportunity to grow.

    If you are looking to make a meaningful impact while advancing your career in estate planning and elder law, we invite you to apply.