Job Description

Company :

Ruggiero Law Offices LLC is an established brand and business that offers custom estate planning, business planning, trust administration, and estate administration services. We started at ground zero in 1990. Beth and Jim married in 1995, and she joined the business in 2011. We have been growing ever since. Our Mission is to serve the public with care and commitment.

Our Values:

• We are authentic people. 
• We say what we mean and we mean what we say. 
• We treat our clients, partners, and team with dignity and respect. 
• We provide comprehensive and compassionate advice to clients.

Position :
We’re looking for an Associate Attorney. The Estate Planning Attorney will work closely with the Managing Partner and Senior Attorney of Ruggiero Law Offices LLC. to guide clients and their families through the estate planning and trust administration process. The Attorney will also have the opportunity to develop and manage a wide range of cutting-edge estate planning strategies, build their client portfolio and enhance their skills under the mentorship of the Managing Partner. The pay range we’re offering is $70,500 - $89,500 [varies based on competency & experience]. 

• We offer medical benefits [including vision], dental options, 401k [matching], and paid time off.
• We also offer gym membership, employee incentives, etc.

Requirements: 

• 3+ years of estate planning experience handling matters from inception to conclusion, meeting with clients, developing estate plan strategy, and drafting estate planning documents [including wills and trusts].
• Proficiency or interest in administering simple and complex estates & trusts; lifetime planning objectives; estate, trust, and fiduciary litigation.
• Pennsylvania bar required; New Jersey and Delaware bar admissions a plus.
• LLM degree in Taxation or CPA a plus.
• Experience with Lackner, Wealth Counsel, and/or ElderCounsel drafting is desired.

Responsibilities:

• Conduct initial consultation with client(s); identify the appropriate strategy and make recommendations to meet the client’s expressed objectives and most ideal outcome.
• Discuss plans with clients for distributing assets; advise clients regarding retirement plans, real estate, charitable giving, and insurance options, etc. 
• Review estate plans and other documents/agreements prepared by legal assistants and paralegals; assist in the design and implementation as needed.
• Litigate cases that go to probate court; regularly consult with external parties as needed to effectively move cases forward.
• Maintain consistent and timely communication with clients; respond to client phone and email inquiries, and schedule client meetings as needed.

Location: Ruggiero Law Offices LLC is based in Paoli, PA - right outside of Philadelphia. The office is close to public transportation, prime malls & shopping centers, and a variety of restaurants.

Why Should You Apply?

• 30+ years of experience and expert estate planning services
• Opportunities for Employee Growth, Professional Development & Mentorship
• Intimate and Family-Friendly Environment

Ruggiero Law Offices LLC is an established brand and business that offers custom estate planning, business planning, trust administration, and estate administration services. We started at ground zero in 1990. Beth and Jim married in 1995, and she joined the business in 2011. We have been growing ever since. Our Mission is to serve the public with care and commitment.

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