Estate Planning Attorney

A bit about us:

Our client is a well-established, full-service law firm with a strong reputation for advising high-net-worth individuals, families, and business owners on sophisticated estate and tax planning matters. The firm offers a collaborative, team-oriented environment with a steady flow of high-level work and long-standing client relationships.

Why join us?

This is a rare opportunity to join a growing Estate Planning practice with immediate demand for sophisticated work and a clear succession planning component. The group is expanding and seeks an attorney who can step into a meaningful role handling high-level matters. For the right candidate, there is long-term leadership potential and the ability to grow into an established client base.

The firm also offers strong flexibility, including a hybrid work model with up to 3-4 days remote per week, depending on experience level and practice needs.

Job Details

We are seeking a Mid- to Senior-Level Estate Planning Attorney (Associate or Partner) with strong experience in trusts and estates work for high-net-worth clients.

Key Responsibilities:
Advise high-net-worth individuals and families on estate planning strategies
Draft and review wills, trusts, and comprehensive estate planning documents
Handle complex estate, gift, and generation-skipping transfer tax matters
Support business succession planning and multi-generational wealth transfer strategies
Collaborate with clients, financial advisors, and other professional advisors
For partner-level candidates: assist in practice development and client relationship expansion

Qualifications:
4+ years of estate planning experience, preferably with high-net-worth clients
Strong tax background preferred; LL.M. in Taxation is a plus but not required
Excellent drafting, analytical, and client counseling skills
Portable book of business preferred for partner-level candidates, but not required
JD from an accredited law school and active bar admission

Compensation & Benefits:
Competitive compensation based on experience and level
Associate compensation is lockstep based: approximately $175K starting, up to ~$225K by senior associate level
Bonus structure includes:
~15% origination credit
Productivity bonus for hours billed above 1,800
Additional profit-sharing opportunities
Full benefits package
Hybrid flexibility (up to 4 remote days per week, depending on role and team needs)

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