Senior Estate Planning Attorney - Road to Partner

Job Description

Job Description Senior Estate Planning Attorney (Partnership Track)

Advise individuals and families on sophisticated estate planning, wealth transfer, tax strategies, and asset protection matters while building long-term client relationships and contributing to firm growth.

Why This Opportunity

Join a client-focused law firm where you will work on complex estate planning matters and have a clear path toward partnership. This role offers the opportunity to serve high-net-worth individuals and families while collaborating with financial professionals and advisors to create comprehensive wealth preservation strategies.

You will play a key role in expanding the firm’s estate planning practice through exceptional legal counsel, client relationships, and strategic contributions.

What You Will Do

• Draft and review sophisticated estate planning documents, including wills, trusts, and powers of attorney.
• Advise clients on complex estate planning, tax planning, wealth transfer, and asset protection strategies.
• Design and implement asset protection structures, including LLCs and specialized trusts.
• Develop charitable giving strategies and advanced trust planning solutions.
• Collaborate with clients’ financial advisors, care professionals, and internal teams to deliver comprehensive planning strategies.
• Build and maintain strong client relationships through trusted legal guidance and advisory services.
• Present at seminars, webinars, and educational events to strengthen client relationships and support firm growth.
• Contribute to practice development initiatives with the potential for future partnership.

What You Will Need

• J.D. from an accredited law school.
• Significant experience in estate planning and wealth transfer strategies.
• Strong experience drafting complex estate and financial planning documents.
• Experience advising clients on sophisticated estate planning matters.
• Strong client relationship management and communication skills.
• Elder law, trust administration, or tax planning experience is a plus.
• Demonstrated leadership ability and interest in partnership opportunities.

Benefits

• Salary: you decide your pay based on experience
• Partnership track opportunity
• Opportunity to work on sophisticated estate planning matters
• Collaborative, client-centered legal environment
• Professional growth and leadership opportunities