Overview:
In this role you help high-net-worth clients, families, and business owners design and implement robust estate plans. You will work closely with cross-functional teams to align wealth preservation with succession goals, addressing wills, trusts, powers of attorney, and healthcare directives. You guide clients through trust administration and probate, while counseling fiduciaries on rights and duties. You’ll partner with other practice groups to offer holistic legal solutions and nurture lasting client relationships. This position offers flexibility in level (associate, partner, or of counsel) and focuses on meaningful impact and growth in a trusted estate planning practice.
Responsibilities:
Advise clients on estate planning matters including wills, trusts, powers of attorney, healthcare directives, and wealth transfer strategies Draft and implement sophisticated estate plans to preserve and transfer wealth across generations Represent high-net-worth individuals, families, and business owners in estate and succession planning Guide clients through trust administration and probate proceedings Counsel trustees, personal representatives, beneficiaries, and fiduciaries regarding rights and obligations Assist business owners with succession planning and closely held business transition strategies Collaborate with attorneys in business and real estate practice groups for holistic counsel Develop and maintain strong client relationships through responsive service and trusted legal advice
Key requirements:
Experience in estate planning and wealth transfer Ability to serve high-net-worth clients and complex family/business needs Capacity to collaborate across practice areas Open to associate, partner, or of counsel level strong client relationship building excellent communication collaborative mindset estate planning wills and trusts powers of attorney