Trust and Estate Attorney

Stealth; Boca Raton (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Comprehensive benefits package including 401(k)

Health, dental, vision, and disability coverage

Opportunity for professional development

Job summary

A boutique law firm is looking for a Mid-Senior level attorney with trusts & estates experience to advise and draft estate planning documents for ultra-high-net-worth clients. This role involves collaboration with financial professionals, providing comprehensive client solutions, and offers opportunities for professional growth in a sophisticated setting.

Qualifications

• 3–6 years of trusts & estates experience, preferably with ultra-high-net-worth clients.
• Strong knowledge of trust administration and tax planning strategies.
• Exceptional drafting, analytical, and problem-solving skills.

Responsibilities

• Advise ultra-high-net-worth clients on estate planning and asset protection.
• Draft and review trusts, wills, and estate planning documents.
• Coordinate with financial advisors and accountants for client solutions.
• Provide guidance on trust administration and estate settlement.

Skills

Trusts & estates experience

Estate planning knowledge

Drafting skills

Analytical skills

Problem-solving skills

Client service skills

Education

Licensed and in good standing with The Florida Bar

Job description

This boutique law firm is well-regarded for its sophisticated trusts & estates practice, representing ultra-high-net-worth individuals, families, and business owners. The team provides comprehensive estate planning, wealth transfer, and tax planning strategies while delivering highly personalized client service. This is an excellent opportunity to join a respected firm and work directly with complex, high-value matters.

Base Pay Range

$120,000.00/yr - $180,000.00/yr

Key Responsibilities

• Advise ultra-high-net-worth clients on estate planning, wealth preservation, and asset protection strategies
• Draft and review trusts, wills, and related estate planning documents
• Handle sophisticated tax and wealth transfer planning, including charitable giving strategies
• Work closely with financial advisors, accountants, and other professionals to coordinate comprehensive client solutions
• Provide guidance on trust administration and estate settlement matters

Candidate Qualifications

• 3–6 years of trusts & estates experience, with exposure to ultra-high-net-worth clients strongly preferred
• Strong knowledge of estate planning, trust administration, and tax planning strategies
• Exceptional drafting, analytical, and problem-solving skills
• Licensed and in good standing with The Florida Bar
• Professionalism, discretion, and client service skills are essential
• Comprehensive benefits package, including 401(k), health, dental, vision, and disability coverage
• Opportunity for professional development and career growth in a sophisticated practice environment

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Legal Services and Law Practice