Senior Estate Planning Attorney - Remote

Jobot; Milwaukee (WI); Remote; USD 140,000 - 300,000; Full time

Job summary

A growing Trust & Estate boutique law firm is hiring a Senior Associate or Partner in Milwaukee. The ideal candidate will have extensive experience in estate planning and wealth management, providing sophisticated legal guidance to high-net-worth clients. Join a dynamic team offering competitive salaries and professional development opportunities.

Benefits

Competitive salary commensurate with experience

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 Florida Bar.
• Experience working with high-net-worth individuals.

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

Analytical skills

Interpersonal communication

Drafting skills

Education

J.D. from an accredited law school

LL.M. in Taxation or Estate Planning

Job description

2 days ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$140,000.00/yr - $300,000.00/yr

Direct message the job poster from Jobot

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

Job details

We are a growing Trust & Estate boutique law firm in Miami, currently hiring a Senior Associate or Partner to join our team.

This Jobot Job is hosted by Angela Trudeau.

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

Salary

$140,000 - $300,000 per year

About Us

We are seeking an experienced and client-focused Estate Planning and Wealth Management Attorney to join our 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?

• Competitive salary commensurate with experience
• Performance-based bonuses
• Health, dental, and vision insurance
• 401(k)
• Continuing legal education (CLE) support
• Professional development and advancement opportunities

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 Florida probate procedures.
• 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 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

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 law.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with applicable laws.

Additional Info

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!