Trusts & Estates Associate — High‑Net‑Worth Planning

Premier Pursuit; Naples (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Premier Pursuit is seeking a Trusts & Estates Associate for its Naples, Florida office. This role offers sophisticated, high-net-worth estate planning work in a premier Florida market.

You will handle advanced estate planning, wealth transfer strategies, and related administration, including Forms 706, 709, and 1041. A strong client-relations approach is essential for success in serving high-net-worth clients.

Qualifications

• 3+ years of trusts & estates experience.
• Depth in sophisticated estate planning and wealth transfer.
• Comfort with Forms 706, 709, and 1041.

Responsibilities

• Advanced estate planning for taxable estates and wealth transfer strategies — GRATs, SLATs, IDGTs, GST planning.
• Estate administration and the preparation/review of Forms 706, 709, and 1041.

Skills

Estate planning

Client relations

Job description

Premier Pursuit is seeking a Trusts & Estates Associate for its Naples, Florida office. This role offers sophisticated, high-net-worth estate planning work in a premier Florida market.

You will handle advanced estate planning, wealth transfer strategies, and related administration, including Forms 706, 709, and 1041. A strong client-relations approach is essential for success in serving high-net-worth clients.