Senior Estate Planning Attorney - FL & IL Bar Required

Jobot; Chicago (IL); On-site; USD 150,000 - 300,000; Full time

Job summary

Join a Florida-based Trust and Estate Law firm expanding to Illinois as an Estate Planning and Wealth Management Attorney. Seeking an experienced candidate with a background in estate planning, trust administration, and wealth preservation strategies. Offer competitive salary ranging from $150,000 to $300,000 along with performance-based bonuses and comprehensive benefits.

Benefits

Performance-based bonuses

Health, dental, and vision insurance

401(k)

Continuing legal education (CLE) support

Professional development and advancement opportunities

Qualifications

• 5+ years of experience in estate planning and wealth management.
• Active member in good standing of the Illinois & Florida Bar.
• Experience with high-net-worth individuals and families.

Responsibilities

• Develop and implement customized estate plans including wills and trusts.
• Advise clients on wealth management strategies and tax minimization.
• Manage probate and trust administration processes.

Skills

Client-focused

Analytical skills

Communication skills

Education

J.D. from an accredited law school

LL.M. in Taxation or Estate Planning (preferred)

Job description

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Base pay range

$150,000.00/yr - $300,000.00/yr

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Job details

Florida based Trust and Estate Law firm is looking to expand to IL!

This Jobot Job is hosted by Ryan Anderson

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $150,000 - $300,000 per year

A Bit About Us

We are seeking an experienced and client-focused Estate Planning and Wealth Management Attorney to join our growing Florida-based legal team. The ideal candidate will have a strong background in estate planning, trust and estate administration, wealth preservation strategies, and asset protection, with a comprehensive understanding of Florida law and relevant federal tax codes. This attorney will provide high-net-worth clients with sophisticated legal guidance tailored to their personal and financial objectives.



Why join us?


Compensation & Benefits

Performance-based bonuses

Health, dental, and vision insurance

401(k)

Continuing legal education (CLE) support

Professional development and advancement opportunities

Job Details

Key Responsibilities

Develop and implement customized estate plans including wills, trusts (revocable, irrevocable, charitable, GRATs, etc.), powers of attorney, and advance directives.

Advise clients on complex wealth management strategies, including tax minimization, generational wealth transfer, business succession planning, and charitable giving.

Manage probate and trust administration processes and represent clients in guardianship and fiduciary matters.

Collaborate with financial advisors, CPAs, and other professionals to coordinate holistic wealth preservation strategies.

Stay current on changes in estate and gift tax laws, trust law, and probate procedures in IL and Florida

Draft and review legal documents with high attention to detail, ensuring compliance with all applicable laws.

Build and maintain strong, long-term relationships with clients by providing compassionate, strategic counsel.

Participate in business development efforts, including seminars, client outreach, and networking events.

Qualifications

J.D. from an accredited law school

Active member in good standing of the Illinois & Florida Bar

5+ years of experience in estate planning, wealth management, and trust and estate law

LL.M. in Taxation or Estate Planning (preferred)

Experience working with high-net-worth individuals and families

Strong analytical, drafting, and interpersonal communication skills

Ability to manage multiple client matters with a high level of organization and attention to detail

Book Of Business (preferred But Not Required)

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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.

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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Legal

• Industries

  Legal Services, Law Practice, and Government Administration

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