Estate Planning Attorney

Jobot; Baltimore (MD); On-site; USD 135,000 - 150,000; Full time

Job summary

Jobot in Baltimore seeks an Estate Planning Attorney to work directly with high-net-worth clients on sophisticated planning matters. This boutique firm emphasizes technical depth, personalized service, and meaningful client relationships.

You will handle estate and trust administration, tax-efficient wealth transfer, and business succession planning while collaborating with a collegial team. A Maryland bar is required for this role.

Qualifications

• J.D. from an accredited law school and active Maryland bar admission.
• 3+ years' experience in estate planning, trusts, or related private client work.
• Strong knowledge of estate and gift tax principles and wealth transfer strategies.
• Experience drafting estate planning documents (wills, revocable/irrevocable trusts, powers of attorney).
• Excellent interpersonal skills and ability to build trust with high-net-worth clients.

Responsibilities

• Advise high-net-worth clients on estate and wealth transfer strategies.
• Draft and update wills, trusts, powers of attorney, and related instruments.
• Assist with business succession planning and tax-efficient structures.
• Build lasting client relationships through clear communication.

Skills

Estate planning

Client communication

Tax planning

Trust drafting

Private client advisory

Education

J.D. from an accredited law school

Maryland bar admission

Job description

Job details:

Estate Planning Attorney | Working with High-Net-Worth Clients

This Jobot Job is hosted by: Trey Mattson

Salary: $135,000 - $150,000 per year

A bit about us:

Our client is a respected boutique law firm focused on sophisticated estate planning, estate and trust administration, and tax-driven wealth transfer strategies. The firm advises individuals, families, business owners, and fiduciaries on preserving and transitioning wealth across generations. With a strong reputation for technical depth and personalized service, this company handles complex matters involving high-net-worth clients, including advanced trust structures, business succession planning, and estate tax minimization. The firm maintains a collaborative, client-centric culture where attorneys are encouraged to build meaningful client relationships while delivering thoughtful, strategic counsel.

Why join us?

This is an opportunity to join a highly regarded practice where estate planning is the core focus—not a secondary offering. Attorneys at this company benefit from:

• High-Level Work: Exposure to sophisticated estate planning matters, including tax-efficient strategies, multi-generational wealth planning, and closely held business succession.
• Client Interaction: Direct access to clients and the opportunity to serve as a trusted advisor rather than working behind the scenes.
• Collaborative Environment: A collegial team of experienced practitioners who value mentorship, knowledge-sharing, and professional development.
• Sustainable Practice Model: A firm culture that emphasizes long‑term client relationships and quality of work over volume-driven production.

Growth Potential: The ability to develop a portable practice, expand client relationships, and progress toward leadership within the firm.

Job Details

• J.D. from an accredited law school and active bar admission in Maryland
• 3+ years of experience in estate planning, trust and estate administration, or related private client work
• Strong understanding of estate and gift tax principles, trust structures, and wealth transfer strategies
• Experience drafting a range of estate planning documents, such as wills, revocable and irrevocable trusts, powers of attorney, and related instruments
• Familiarity with high-net-worth client planning, including business succession or tax-efficient structures, is preferred
• Excellent interpersonal and communication skills, with the ability to build trust with clients and explain complex concepts clearly

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.