Trusts & Estates Associate

Jobot; Boston (MA); On-site; USD 190,000 - 270,000; Full time

Benefits offered by this job

401(k) match

Health and dental coverage

Profit-sharing

Bonus opportunities

Job summary

Jobot, a Boston-based private client practice, seeks an experienced trusts and estates attorney to manage sophisticated estate planning for high-net-worth individuals and closely held entities.

You will draft complex plans, administer estates and trusts under Massachusetts law, and collaborate with tax and corporate teams to deliver strategic client solutions, with mentoring from partners and meaningful responsibility.

Qualifications

• 5+ years of experience in trusts and estates, focused on high-net-worth individuals and complex planning matters.
• LLM preferred but not required; strong taxation knowledge essential.
• Proven experience drafting sophisticated estate plans and administering estates/trusts under Massachusetts law.
• Excellent written and oral communication skills with a professional, client-centered demeanor.
• Ability to work independently and hit the ground running in a dynamic, sophisticated practice.

Responsibilities

• Draft and implement advanced estate planning strategies, including estate, gift, and generation-skipping tax planning, with an understanding of tax compliance and return preparation.
• Administer estates and trusts, including routine probate matters, trust accounting, and fiduciary guidance under Massachusetts law.
• Advise high-net-worth clients on business succession, charitable giving, multigenerational planning, and blended-family considerations.
• Collaborate with tax, corporate, and banking teams to align legal strategies with broader financial objectives.
• Maintain strong client relationships through clear, professional communication and trusted guidance.

Skills

Estate planning

Client communication

Independent work

Massachusetts law

Education

J.D. or equivalent

LL.M. degree (preferred)

Job description

Job Details

Support sophisticated estate planning and wealth transfer strategies for high-net-worth clients in a collaborative boutique private client practice.

Salary: $190,000 - $270,000 per year

A bit about us

We are a highly respected Boston-based litigation and business law firm with a long-standing reputation for delivering sophisticated legal counsel to closely held businesses, developers, financial institutions, and high-net-worth individuals. The firm offers attorneys the opportunity to work on complex, high-stakes matters while maintaining a collaborative, entrepreneurial environment that emphasizes direct client interaction and meaningful responsibility. Unlike larger institutional firms, attorneys are given substantial hands-on experience, close mentorship from experienced partners, and the ability to play a visible role in client strategy and case management. The firm has built a strong presence in the Boston market through its deep client relationships, collegial culture, and commitment to professional growth, making it an attractive platform for attorneys seeking sophisticated work in a more personalized setting.

Why join us

Join a highly regarded, sophisticated trusts and estates team where you’ll work directly with high-net-worth individuals, families, and business owners. Our attorneys hit the ground running, advising clients on complex estate, gift, and tax planning strategies. If you thrive in a client-facing role, enjoy hands-on planning, and want to work in a collaborative, intellectually challenging environment, this is the place for you.

We offer a comprehensive compensation package, with a bonus structure that is particularly competitive in the Boston market, alongside:

• Robust 401(k) match and retirement benefits - 50% match
• Competitive base salary, bonus and referral fee's
• 100% paid health and dental coverage
• Profit-Sharing

Key Responsibilities

• Draft and implement advanced estate planning strategies, including estate, gift, and generation-skipping tax planning, with an understanding of tax compliance and return preparation.
• Administer estates and trusts, including routine probate matters, trust accounting, and fiduciary guidance under Massachusetts law.
• Advise high-net-worth clients on business succession, charitable giving, multigenerational planning, and blended-family considerations.
• Collaborate with tax, corporate, and banking teams to align legal strategies with broader financial objectives.
• Maintain strong client relationships through clear, professional communication and trusted guidance.

Qualifications

• 5+ years of experience in trusts and estates, focused on high-net-worth individuals and complex planning matters.
• LLM preferred but not required; strong taxation knowledge essential.
• Proven experience drafting sophisticated estate plans and administering estates/trusts under Massachusetts law.
• Excellent written and oral communication skills with a professional, client-centered demeanor.
• Ability to work independently and hit the ground running in a dynamic, sophisticated practice.

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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy