Trusts and Estates Associate

True Talent Solutions Partners; Philadelphia (Philadelphia County); Hybrid; USD 235,000 - 300,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

True Talent Solutions Partners seeks a trusts and estates associate to join a national law firm's taxation and wealth planning practice in Philadelphia. You will advise high-net-worth individuals and families, developing long-term client relationships and stepping into an established practice as retirement nears.

Requirements include 5–7 years of relevant experience, a JD, and eligibility for bar admission (GA or eligible).

Qualifications

• Five to seven years of trusts and estates law experience advising high-net-worth clients.
• Strong knowledge of gift, estate, and generation-skipping transfer tax regimes.
• Experience drafting advanced estate planning documents and advising on trust and estate administration.
• JD degree and admission to practice (Georgia) or eligible to obtain admission.

Responsibilities

• Advise individuals and families on estate planning and wealth transfer strategies.
• Draft and review wills, trusts, irrevocable trusts, charitable giving plans, and related documents.
• Counsel trustees and executors on fiduciary duties and trust/estate administration.
• Work directly with clients and build trusted, ongoing relationships.

Skills

Client-facing

Relationship-building

Estate planning

Education

Juris Doctor

Bar admission eligibility

Job description

About the Role

Join the taxation and wealth planning practice of a national law firm as a client-facing trusts and estates associate. You will advise high-net-worth individuals and families, with the opportunity to develop long-term client relationships and take on an established practice as a senior partner approaches retirement.

What You'll Do

• Advise individuals and families on estate planning and complex wealth transfer strategies.

• Draft and review wills, trusts, irrevocable trusts, charitable giving plans, and related documents.

• Counsel trustees and executors on fiduciary duties and trust and estate administration.

• Work directly with clients and build trusted, ongoing relationships.

What We're Looking For

• Five to seven years of trusts and estates law experience advising high-net-worth clients.

• Strong knowledge of gift, estate, and generation-skipping transfer tax regimes.

• Experience drafting advanced estate planning documents and advising on trust and estate administration.

• Juris Doctor degree and admission to practice in Georgia, or eligibility to obtain admission.

• Strong academic record, including a law school GPA of at least 3.0.

• Entrepreneurial approach and comfort in a direct, client-facing role.

• Stable work history, or clear context for shorter tenures, and willingness to provide conflicts information before an offer.

• Comfort working in a small-office environment and being in the office at least three days per week.

• Authorized to work without visa sponsorship.

Compensation & Benefits

Base salary range: $235,000 to $300,000 annually. Visa sponsorship is not available.

Location

Hybrid work arrangement in Philadelphia, Pennsylvania.