Senior Estate Planning Attorney — Complex Wealth Strategy

Trajan Wealth LLC; Scottsdale (AZ); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

401(k) match

Medical coverage

Dental/ Vision

Disability insurance

Life insurance

Holidays & PTO

Career growth

Job summary

Trajan Estate seeks a Senior Estate Planning Attorney to lead the advanced planning side of our practice in Scottsdale. This high-impact role fits a technically sharp attorney who thrives in a collaborative environment and handles sophisticated planning.

You will manage complex, high-net-worth engagements, coordinate with our wealth and tax teams, and serve as an internal resource on complex planning questions while mentoring junior attorneys and refining firm templates for advanced matters.

Qualifications

• Minimum 5 years of estate planning experience with advanced tax and asset protection.
• Arizona bar license required; additional state licenses are a plus.
• Experience drafting sophisticated trust structures (IDGTs, GRATs, SLATs, BDITs, FLPs, and similar).
• Comfort operating in an integrated, team-based environment alongside non-attorney professionals.

Responsibilities

• Lead advanced estate tax and asset protection planning engagements from design through execution
• Advise on and draft sophisticated trust structures, including GRATs, IDGTs, BDITs, QPRTs, SLATs, FLPs/FLLCs, and charitable vehicles
• Collaborate with Trajan Wealth advisors and Trajan Tax CPAs to deliver coordinated Family Office planning
• Support and mentor associate attorneys on complex planning questions
• Assist in developing and refining firm templates and systems for advanced planning matters
• Manage a client caseload consisting of standard revocable living trust plans, as well as advanced planning clients

Skills

Strong communication

Job description

Trajan Estate seeks a Senior Estate Planning Attorney to lead the advanced planning side of our practice in Scottsdale. This high-impact role fits a technically sharp attorney who thrives in a collaborative environment and handles sophisticated planning.

You will manage complex, high-net-worth engagements, coordinate with our wealth and tax teams, and serve as an internal resource on complex planning questions while mentoring junior attorneys and refining firm templates for advanced matters.