Senior Estate Planning Attorney | Hybrid, High-Net-Worth

Charles Russell Speechlys LLP; Connecticut; Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Charles Russell Speechlys LLP in Connecticut seeks an experienced Estate Planner/Drafter (Senior Associate) to join our Private Client & Tax practice. You will draft bespoke estate planning documents for high-net-worth individuals, including wills, trusts, powers of attorney, and related instruments, coordinating with attorneys and clients.

You will support complex wealth planning, collaborate with professionals, and mentor junior drafters. Hybrid working is available based on role requirements.

Qualifications

• Minimum 6+ years’ experience drafting estate planning documents within a law firm or specialist legal environment.
• Senior Associate level experience and admission to CT or NY State Bar (willingness to obtain other jurisdiction).
• Deep knowledge of trust and estate administration and tax planning for high-net-worth clients.

Responsibilities

• Draft and prepare a full suite of estate planning documents, including wills, revocable/irrevocable trusts, powers of attorney, healthcare directives, and ancillary documents.
• Customize documentation based on attorney guidance, client intake data, and firm templates; prepare complete estate planning packages.
• Collaborate with attorneys, financial advisors and clients to implement comprehensive estate planning strategies and ensure client expectations are met.

Skills

Estate planning drafting

Strong communication

Analytical problem solving

Independence with escalation

Tools

Estate planning software

Job description

Charles Russell Speechlys LLP in Connecticut seeks an experienced Estate Planner/Drafter (Senior Associate) to join our Private Client & Tax practice. You will draft bespoke estate planning documents for high-net-worth individuals, including wills, trusts, powers of attorney, and related instruments, coordinating with attorneys and clients.

You will support complex wealth planning, collaborate with professionals, and mentor junior drafters. Hybrid working is available based on role requirements.