Private Clients Attorney Associate Trusts & Estates / Private Wealth
$225k - $300kDirect Counsel
Job Description
Job Description
Direct Counsel is seeking a Private Clients Attorney Associate with 2–5 years of experience to join a nationally recognized private wealth and estate planning practice in Boston, MA . This opportunity is ideal for an attorney with experience advising high-net-worth individuals, families, trusts, and business owners on estate planning and tax matters.Location
Boston, MA
Key ResponsibilitiesAdvise high-net-worth individuals and families on sophisticated estate planning matters.
Develop estate, income, and gift tax planning strategies .
Represent individuals, trusts, partnerships, LLCs, and corporations on private wealth matters.
Assist with trust and estate administration .
Develop strategies to minimize taxes, protect assets, and preserve multigenerational wealth.
Collaborate with clients and advisors on complex estate planning matters.
2–5 years of private clients, trusts and estates, or estate planning experience .
Experience advising high-net-worth individuals and business entities .
Strong foundation in gift, estate, and income tax planning required .
Experience with trust and estate administration .
Strong academic credentials, sound judgment, and excellent communication skills.
Commitment to exceptional client service.
$225,000–$300,000 Base Salary
Potential additional performance-based compensation.
Comprehensive benefits package.
Join a nationally recognized Private Clients practice advising high-net-worth individuals, families, and business owners on sophisticated estate planning, tax minimization, and long-term wealth preservation.
Direct Counsel is committed to connecting exceptional legal talent with premier legal employers and fostering inclusive hiring practices.
$160k - $185k
...Job Description Job Description Our client, a full-service law firm, is seeking a Trusts & Estates Associate Attorney to join their thriving legal team in Boston, Massachusetts... ...complex estate planning strategies, wealth preservation, fiduciary guidance, and probate...SuggestedWork at officeRemote work- ...Trusts & Estates Attorney | Senior-Level Opportunity Confidential Search | Full-Service Law Firm... ...of the practice, work directly with clients, and help mentor and develop other attorneys... ...additional details will be shared privately with qualified and interested...Suggested
$150k - $180k
...9-5 Required: Proven experience as an Estate Planning Attorney Applicants must be authorized to work... ...excellent opportunity for an experienced Trust and Estate Attorney to join a... ...law Experience advising high-net-worth clients is highly desirable Excellent legal research...SuggestedFull timeTemporary workRemote workMonday to Friday1 day per week- ...Our client is a large, national wealth manager looking to add an attorney with deep estate planning expertise to their team as a Senior Wealth Strategist. The ideal candidate will bring a minimum 7 years experience, but preferably more. The Senior Wealth Strategist will...SuggestedRemote job
$170k - $225k
...Job Description Our client, a full-service law firm... ..., is seeking a Real Estate Associate to join their sophisticated... ..., fiduciaries, and private clients. The position is well suited for an attorney who brings strong... ...alongside attorneys in trusts and estates, tax, corporate...SuggestedPrivate practiceWork at officeRemote work- ...Description Job Description Trusts & Estates Associate Attorney Current & Future... ...Conversations You help clients plan for their futures. Are... ...attention? A successful private client practice depends on... ...Experience Estate planning and wealth transfer Trust and...Private practiceImmediate start
- ...Margolis Bloom & D’Agostino, LLP seeks an associate with 0-3 years of experience. Primary areas of focus will be estate plan drafting, probate and trust administration, adult guardianship... ...planning documents Meeting with clients to oversee execution of estate plans...Work at officeRemote work
$165k - $250k
...strategies focused on real estate, private equity, credit,... ...Business UnitThe Private Wealth Public Funds Legal... ...Private Wealth Funds Attorney will gain broad exposure... ...Operations, Institutional Client Solutions, Finance,... ...practicing law as a law firm associate or in-house counsel,...Full timeLocal area$180k
...T&E boutique in Boston, MA, seeking a Trusts & Estates Associate with 5+ years of experience to join its... ...-net-worth and ultra-high-net-worth clients Strong client-facing skills and the... ...planning documents and advising clients on wealth transfer strategies Massachusetts...Work at office$90k - $150k
...not just bill hours. As an Estate Planning & Probate Attorney, you’ll manage and expand... ...experienced paralegal and client success coordinator. We’re... ...drafting and managing wills, trusts, and estate plans (Level I... ...around WealthCounsel / Wealth Docx (or can get up to speed...- ...Description We are a premier boutique estate planning firm in the Greater Boston... ...experienced Estate Administration Attorney to lead probate and trust settlement cases from start to... ...fast-paced environment, value direct client impact, and excel at managing complex...Relocation
- ...Brown Brothers Harriman is seeking a Sr. Wealth Planner in Boston to collaborate with the Private Banking team and deliver integrated trust, estate, philanthropy, and tax guidance to high-net-worth clients. You will work with Relationship Management and Banking teams,...
- Wealth AdvisorPosition OverviewWe are seeking a client-focused Wealth Advisor to develop and manage comprehensive wealth... ...investment, tax, retirement, and estate solutions to help clients achieve... ...experience in wealth management, private client advisory, or investment advisory...
- ...Of Counsel Attorney - Contested Probate Specialist Monteforte Law, a successful Estate Planning and Elder Law firm, is seeking... ...exceptional legal services to our clients. This is a great... ...specialize in Wills, Trusts, asset protection, wealth preservation, MassHealth/...Work at officeWork from homeFlexible hours
$165k - $185k
...disruptors in the life sciences, private equity, real estate, technology and financial... ...; we’re partnering with attorneys and clients to deliver cutting-edge... ...and engagement for associates and other timekeepers (the... ...workflows. Foster strong, trusted relationships with...Full time$25 - $45 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...team committed to their needs. We believe trust comes from transparency. Our trusted advisory...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$110k - $210k
.... Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you'll work alongside an integrated team of seasoned, well-known...Full timeWork at officeLocal areaRemote work$49 per hour
...Description The Associate Attorney will report to our managing attorney, working directly with clients to design and implement estate plans tailored to each client's family, financial,... ...appointments, assisting with estate and trust administration matters as needed,...- ...Registered Wealth Management Client Associate Hingham, Massachusetts To proceed with your application... ...committed to their needs. We believe trust comes from transparency. Our trusted... ...(“BofA Corp.”). Bank of America Private Bank is a division of Bank of America...Seasonal workWork at officeWork from homeShift workDay shift
$150k - $175k
...fast-growing industries, Aprio ensures clients are prepared for wherever life or... ...progressive, fast-growing firm looking for an Estate Planning Attorney to join their dynamic team.We are... ...of estate planning, including wills, trusts, powers of attorney, advance directives...Full timeWork at officeLocal areaRemote workFlexible hours$90k - $100k
...Become the kind of lawyer clients turn to for advice—not... ...growing Massachusetts estate planning, elder law and... .... We're looking for an attorney who wants to become an... ...team on estate planning, trusts, probate, elder law and... ...help you protect your wealth, pass it on to the next...Flexible hours$60k - $75k
...Description Job Description The Associate Attorney will report to our managing attorney, working directly with clients to design and implement estate plans tailored to each client's family... ..., assisting with estate and trust administration matters as needed, Medicaid...Work at office$170k - $220k
...Tax Manager- Individual (HNW), Trust & Estate to lead and manage complex... ...gift tax returns), advising on wealth preservation and transfer... ...structures, building long-term client relationships, mentoring staff... ...About Ascend: Backed by private equity from people-focused Alpine...$150k - $190k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your... ...visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you... ...self to work and you live our values - trust, teamwork, and accountability.California...Full timeRemote work$138k - $172.5k
As the Private Wealth Services Tax Manager, you’ll conduct... ...returns and provide income, estate, and gift tax planning... ...and family business clients - all with the... ...for estate, wills and trusts taxation, and individual... ...other advisers, such as attorneys and financial asset managers...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- ...Description Fisher Law LLC is hiring an experienced estate planning, trusts and estate administration, and elder law attorney for its established and growing practice. The... .... About the role: You will lead client matters (or in the case of a more junior attorney...Monday to Friday
$185k - $250k
...Job Description Our client, a successful full-service... ...Lending & Finance Attorney to join their team. This... ...commercial assets and real estate while contributing to... ...institutional lenders, private lenders, and borrowers... ...by mortgages, deeds of trust, and other collateral arrangements...Permanent employmentWork at officeRemote work- ...Job Description Job Description Estate Planning Attorney Company: Law Mom Job Type: Full-Time Join our clients dynamic and client-focused team! We are seeking... ...Planning Attorney to assist families with wills, trusts, and comprehensive estate planning services...Full time
$125k - $200k
...firm specializing in wealth management is... ...ultra-high-net-worth clients. Job... ...recommendations alongside attorneys & accountants for... ...Collaborate with the Private Client team on client... ...on existing estate planning strategies... ...financial planning, trust, tax & estate planning...$90k - $100k
...Job Description Job Description Associate Attorney — Estate Planning & Elder Law Monteforte Law... ...Massachusetts Become the kind of lawyer clients turn to for advice—not simply... ...with our legal team on estate planning, trusts, probate, elder law and long-term-...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Clients Attorney Associate Trusts & Estates / Private Wealth. Be the first to apply!
- criminal attorney Boston, MA
- insurance defense attorney Boston, MA
- plaintiff attorney Boston, MA
- family attorney Boston, MA
- county attorney Boston, MA
- closing attorney Boston, MA
- intake attorney Boston, MA
- labor & employment attorney Boston, MA
- legal attorney Boston, MA
- business litigation attorney Boston, MA





