Estate Planning & Administration Attorney

Jobot; Bethesda (MD); On-site; USD 135,000 - 185,000; Full time

Benefits offered by this job

Competitive Compensation

401(k) participation

Comprehensive Benefits: Medical,Dental

FSA

Employee Assistance Program

Generous PTO & Holidays

Job summary

Jobot in Bethesda, MD is seeking an Associate Attorney for Estate Planning & Trust Administration within a sophisticated boutique practice. The role focuses on drafting complex documents and guiding estates through administration, probate, and wealth preservation. Maryland bar status is preferred, with potential for licensure reciprocity.

The position offers competitive compensation, comprehensive benefits, and a strong emphasis on work-life balance within a renowned regional firm.

Qualifications

• JD from an accredited law school
• Active state bar license (Maryland preferred)
• Minimum 5 years in Trusts & Estates
• Strong drafting experience in sophisticated estate planning documents
• Experience advising fiduciaries and administering estates
• Excellent written and verbal communication skills

Responsibilities

• Draft sophisticated estate planning documents (wills, revocable/irrevocable trusts, powers of attorney, advance medical directives)
• Manage estate and trust administration matters from inception to completion
• Advise fiduciaries regarding trust and estate administration
• Prepare and review probate filings and related court documents
• Counsel clients on estate planning strategies and wealth preservation
• Maintain strong client relationships through exceptional service and responsiveness
• Handle sophisticated estate planning matters with minimal supervision

Skills

Drafting

Estate planning

Trust administration

Communication skills

Independent management

Team collaboration

Education

JD

Maryland bar

LL.M. in Taxation (nice to have)

Job description

Associate Attorney- Estate Planning & Trust Administration Sophisticated Trusts & Estates Practice | Bethesda, MD | 1,650 Billable Hour Target

This Jobot Job is hosted by: Anne-Laure McGrory

Salary: $135,000 - $185,000 per year

A bit about us

Founded decades ago and based in Bethesda, Maryland, we are a highly respected boutique law firm dedicated to providing sophisticated legal counsel in estate planning, trust and estate administration, and family law throughout the Washington, D.C. metropolitan area. Our attorneys are recognized for combining deep technical knowledge with practical advice and personalized client service. We foster a collaborative, collegial environment where attorneys have the opportunity to work on sophisticated matters while building long‑term client relationships and maintaining an excellent quality of life.

Why join us

• Competitive Compensation
• 401(k): Participation beginning on your first day
• Comprehensive Benefits: Medical, Dental, Vision, Life & Long-Term Disability Insurance
• Flexible Spending Account (FSA)
• Employee Assistance Program
• Professional Development Assistance
• Generous PTO & Paid Holidays
• Collaborative Boutique Environment: Work alongside highly respected Trusts & Estates attorneys in one of the region's premier estate planning practices
• Work-Life Balance: 1,650 annual billable hour target
• Established Reputation: Over four decades serving clients throughout the Washington metropolitan area

Key Responsibilities & Duties

• Draft sophisticated estate planning documents including wills, revocable trusts, irrevocable trusts, powers of attorney, and advance medical directives
• Manage estate and trust administration matters from inception through completion
• Advise fiduciaries regarding trust and estate administration
• Prepare and review probate filings and related court documents
• Counsel clients regarding estate planning strategies and wealth preservation
• Assist clients with estate settlement and trust administration issues
• Communicate directly with clients, financial advisors, accountants, and other professionals
• Conduct legal research related to estate planning, fiduciary matters, and taxation
• Maintain strong client relationships through exceptional service and responsiveness
• Handle sophisticated estate planning matters with minimal supervision

Qualifications

• Juris Doctor (JD) from an accredited law school
• Active state bar license (Maryland preferred; waiver/reciprocity may be considered)
• Minimum 5 years of experience practicing Trusts & Estates law
• Strong experience with estate and trust administration
• Significant drafting experience involving sophisticated estate planning documents
• Experience advising fiduciaries and administering estates
• Strong understanding of probate and trust administration
• Excellent written and verbal communication skills
• Ability to independently manage matters while working collaboratively within a team
• LL.M. in Taxation is a strong plus

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.