Private Client Associate

William James Recruitment; Boston (MA); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Hybrid working arrangement

Job summary

William James Recruitment is assisting a prestigious Boston law firm in recruiting an experienced Private Client Associate to join its sophisticated trusts and estates practice. The role focuses on advising high-net-worth individuals and families on estate planning and administration.

The ideal candidate has 4+ years of trusts and estates experience, excellent technical and client skills, and a track record of building long‑term client relationships.

Qualifications

• 4+ years of experience in trusts and estates/private client work.
• Strong technical experience and excellent client skills.

Responsibilities

• Advising high-net-worth individuals and families on sophisticated estate planning matters.
• Preparing and drafting wills, trusts and other estate planning documents.
• Advising on wealth transfer and succession planning.
• Advising on lifetime gifting and charitable giving.
• Handling estate and trust administration matters.
• Advising clients on complex trust and estate matters.
• Working closely with other professional advisers to deliver tailored solutions.
• Developing and maintaining strong, long-term client relationships.

Skills

Trusts & Estates experience

Client relationship skills

Drafting documents

Job description

This is an exciting opportunity for an experienced Private Client Associate to join a highly regarded US law firm in Boston, working as part of an established and sophisticated Private Client practice.

Our client is seeking an experienced Trusts & Estates attorney to advise high-net-worth individuals and families across a broad range of sophisticated estate planning and administration matters.

The ideal candidate will have 4+ years of experience in trusts and estates/private client work, with strong technical experience and excellent client skills.

The role will include:

• Advising high-net-worth individuals and families on sophisticated estate planning matters
• Preparing and drafting wills, trusts and other estate planning documents
• Advising on wealth transfer and succession planning
• Advising on lifetime gifting and charitable giving
• Handling estate and trust administration matters
• Advising clients on complex trust and estate matters
• Working closely with other professional advisers to deliver tailored solutions
• Developing and maintaining strong, long-term client relationships

This is an excellent opportunity for a Private Client lawyer looking to join a well-established team and work on high-quality matters for sophisticated clients.

The Benefits

• Competitive salary, dependent on experience
• Hybrid working arrangement
• Health, dental and vision insurance
• Paid time off