Partner - Trusts & Estates

Job Description

Job Description

Partner - Trusts & Estates

Position Summary

We are seeking an experienced Partner to join and strengthen our Trusts, Estates, and Wealth Preservation practice in our Naples office. This is a high-profile lateral opportunity for a sophisticated estate planning attorney with a substantial portable book of business. We are looking for a seasoned attorney who specializes in serving high-net-worth individuals and families. The ideal candidate will have deep expertise in complex estate planning, wealth transfer strategies, and trust administration, along with a proven ability to originate and maintain significant client relationships.

Key Responsibilities

• Provide sophisticated estate planning counsel to high-net-worth clients, including the design and implementation of customized wealth preservation strategies.
• Draft and advise on complex wills, revocable and irrevocable trusts, family limited partnerships, charitable giving vehicles, and advanced tax planning structures.
• Handle wealth transfer planning, estate and gift tax matters, and business succession planning.
• Manage trust administration and probate matters.
• Build and expand a robust book of business through exceptional client service and business development.
• Collaborate with colleagues across the firm's other practice areas (tax, real estate, corporate, etc.) to deliver comprehensive solutions to clients.
• Mentor and develop junior attorneys and support staff in the practice group.

Qualifications

• Juris Doctor (J.D.) from an accredited law school.
• Active membership in good standing with the Florida Bar (or eligibility to waive in).
• Experience in Trusts & Estates, with a strong focus on high-net-worth estate planning and wealth preservation.
• Significant portable book of business - candidates should have a demonstrated track record of originating and managing client relationships, ideally with high-net-worth individuals and families.
• Extensive experience with sophisticated planning techniques, including irrevocable life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), dynasty trusts, and charitable planning.
• Excellent drafting, negotiation, and client relationship management skills.
• Strong business development acumen and a proactive, entrepreneurial mindset.

 

Benefits

• Health
• Dental
• Vision
• PTO
• Bonus
• 401k Match
• Pension

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/15/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.