Sr. Estate Planning Attorney

Job Description

Job Description

About Trajan Estate

Trajan Estate is a growing, forward thinking estate planning law firm operating as part of an integrated Family Office alongside Trajan Wealth (an SEC-registered RIA) and Trajan Tax. Together, the three entities deliver a seamless wealth planning experience under one roof, and our attorneys work closely with financial advisors and tax professionals every day - not in parallel, but as one coordinated team.

We operate under an Alternative Business Structure (ABS) license in Arizona, which allows non-attorney co-ownership of the firm. Candidates should be familiar with or open to the ABS model before applying. The attorney will serve clients in other states by working jointly with local counsel under a separate law firm entity.

This is not a traditional law firm structure, and that is intentional.

Role Overview

We are looking for a Senior Estate Planning Attorney to lead the advanced planning side of our practice. This is a high-impact position for an attorney who is technically sharp, thrives in a collaborative environment, and is qualified to do sophisticated work.

You will handle estates of all sizes alongside our team, but your primary focus will be complex, high-net-worth engagements requiring advanced tax and asset protection strategies. You will also serve as an internal resource for our attorneys on complex planning and other legal questions and work closely with the wealth and tax sides of the Family Office on integrated client solutions. Legal and tax research skills are also necessary.

This is an in-office position based in our Scottsdale headquarters.

Duties and responsibilities

• Lead advanced estate tax and asset protection planning engagements from design through execution
• Advise on and draft sophisticated trust structures, including GRATs, IDGTs, BDITs, QPRTs, SLATs, FLPs/FLLCs, and charitable vehicles
• Collaborate with Trajan Wealth advisors and Trajan Tax CPAs to deliver coordinated Family Office planning
• Support and mentor associate attorneys on complex planning questions
• Assist in developing and refining firm templates and systems for advanced planning matters
• Manage a client caseload consisting of standard revocable living trust plans, as well as advanced planning clients, with a high standard of responsiveness and service

Qualifications

• Minimum 5 years of estate planning experience, with meaningful exposure to advanced tax and asset protection strategies
• Arizona bar license required; additional state licenses are a plus
• Deep working knowledge of estate, gift, and generation-skipping transfer tax planning
• Experience drafting and advising on sophisticated trust structures (IDGTs, GRATs, SLATs, BDITs, FLPs, and similar)
• Comfort operating in an integrated, team-based environment alongside non-attorney professionals
• Strong written and verbal communication skills with clients and colleagues alike
• Openness to, and ideally familiarity with, the ABS law firm and multi-jurisdictional practice model

Benefits

• Base salary dependent on experience plus a monthly production bonus.
• 401(k) with a matching contribution up to 13%.
• Medical coverage for employees, paid by the company.
• Dental, Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary insurance options.
• Generous holidays and PTO.
• Future career growth opportunity.

Come and join a team that is making a difference in their clients and employee's lives!