Trust & Estates Attorney

Larson Maddox

Naples (FL)

Remote

USD 100,000 - 150,000

Full time

14 days+
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Job summary

A leading national law firm is seeking an experienced Trusts, Estates & Wealth Preservation attorney to join its private wealth practice. This role offers fully remote work with exceptional flexibility, including customizable schedules for either full‑time or part‑time positions. The successful candidate will advise high-net‑worth clients on complex estate planning matters and draft sophisticated estate planning documents. The position requires at least 6 years of relevant experience and active bar admission in a U.S. jurisdiction.

Qualifications

  • At least 6 years of trusts and estates experience in a law firm setting.
  • Demonstrated experience working with high-net-worth clients.
  • Active bar admission in at least one U.S. jurisdiction.

Responsibilities

  • Advise high-net-worth individuals and families on complex estate planning.
  • Draft estate planning documents for taxable estates.
  • Prepare and review federal estate, gift, and fiduciary income tax returns.

Skills

Trusts and estates experience
Client relationship management
Interpersonal skills
Technical knowledge in estate planning

Job description

We are currently partnered with a leading national law firm seeking an experienced Trusts, Estates & Wealth Preservation attorney to join its established private wealth practice. This is a growth‑driven opportunity within a sophisticated group that advises high‑net‑worth individuals and families on complex estate, tax, and succession planning matters.

Location: Fully remote (with optional access to offices in Indianapolis, Madison, Milwaukee, Minneapolis, Naples, Phoenix, St. Louis, Tampa, and Tucson)

This position offers exceptional flexibility, including fully remote work, customizable schedules, and options for full‑time or part‑time employment.

  • Advise high‑net‑worth individuals and families on complex estate planning and wealth transfer matters
  • Draft sophisticated estate planning documents for taxable estates, including GST‑exempt trusts, GRATs, SLATs, IDGTs, and other advanced planning vehicles
  • Manage direct client relationships and serve as a trusted advisor on multi‑generational wealth planning
  • Prepare and/or review federal estate, gift, and fiduciary income tax returns, including Forms 706, 709, and 1041
  • Collaborate with attorneys across the firm to deliver comprehensive and high‑quality client service
  • At least 6 years of trusts and estates experience in a law firm setting
  • Demonstrated experience working directly with high‑net‑worth clients and managing client relationships
  • Strong technical background in complex estate planning and administration
  • Experience with estate, gift, and fiduciary income tax matters preferred
  • Excellent interpersonal skills and the ability to collaborate across teams
  • Commitment to providing high‑quality, client‑focused legal services
  • Active bar admission in at least one U.S. jurisdiction
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