Wealth-Transfer & Estate Planning Attorney

BrainWorks

Pittsburgh (Allegheny County)

On-site

USD 120,000 - 180,000

Full time

5 days ago
Be an early applicant
Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

BrainWorks, a well-established law firm in the private client space, seeks an Estate Planning & Estate Administration Attorney to serve high-net-worth individuals and families. You will craft tailored wealth transfer strategies and oversee fiduciary matters with collaboration from tax and financial advisors.

In this role you will draft wills and trusts, advise on gift tax planning, and guide executors and beneficiaries through complex estates, ensuring personalized service and technical

Qualifications

  • J.D. degree and active license to practice in the relevant state.
  • Experience in estate planning, trusts, and/or estate administration.
  • Excellent client service and communication skills.

Responsibilities

  • Draft and implement wills, trusts, and other sophisticated estate planning documents.
  • Advise clients on wealth preservation, estate and gift tax planning, and multigenerational wealth transfer.
  • Counsel clients on business succession and asset protection strategies.
  • Manage estate and trust administration, including fiduciary matters, accountings, asset transfers, and distributions.
  • Advise executors, trustees, and beneficiaries on their rights and responsibilities.
  • Collaborate with accountants, financial advisors, and other professionals to deliver comprehensive client solutions.

Skills

Drafting
Client counseling
Analytical thinking
Communication skills
High-net-worth clients

Education

J.D. degree

Job description

BrainWorks, a well-established law firm in the private client space, seeks an Estate Planning & Estate Administration Attorney to serve high-net-worth individuals and families. You will craft tailored wealth transfer strategies and oversee fiduciary matters with collaboration from tax and financial advisors.

In this role you will draft wills and trusts, advise on gift tax planning, and guide executors and beneficiaries through complex estates, ensuring personalized service and technical

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Senior Estate Planning Advisor for Wealth Transfer
Senior Estate Planning Advisor for Wealth Transfer

Empirical Wealth Management • San Francisco (CA)

On-site
USD 200,000 - 250,000
Medical, Vision, Dental, Disability 
401(k) Plan + match
Estate Planning Attorney — Wealth Transfer & Succession Lead
Estate Planning Attorney — Wealth Transfer & Succession Lead

Law • Chicago (IL)

On-site
USD 140,000 - 200,000
Medical insurance
Estate Planning and Administration
Estate Planning and Administration

BrainWorks • Pittsburgh

On-site
USD 120,000 - 180,000
Estate Planning Attorney — Wealth Transfer & Tax Strategy
Estate Planning Attorney — Wealth Transfer & Tax Strategy

Ascendion • Boston (MA)

On-site
USD 150,000 - 200,000
Full benefits
Flexible schedule
PTO
+1
Senior Estate Planning & Wealth Transfer Advisor
Senior Estate Planning & Wealth Transfer Advisor

Empirical Wealth Management • San Francisco (CA)

On-site
USD 200,000 - 250,000
Health benefits
401(k) plan with company match
Professional development
Wealth Transfer Architect: Tax & Estate Planning
Wealth Transfer Architect: Tax & Estate Planning

The Juris Agency • North Bethesda (MD)

On-site
USD 190,000 - 360,000
PTO
Dental Insurance
Vision Insurance
+2
Senior Estate Planner – Wealth Transfer & Tax Strategy
Senior Estate Planner – Wealth Transfer & Tax Strategy

KeyBank • Tacoma (WA)

Hybrid
USD 116,000 - 216,000
Estate Planning Attorney — High-Impact Trusts & Wealth Transfer
Estate Planning Attorney — High-Impact Trusts & Wealth Transfer

Beacon Hill • Chicago (IL)

On-site
USD 120,000 - 160,000
Medical
Dental
Vision
+2
Elite Trusts & Estates Attorney | Wealth Transfer & Probate
Elite Trusts & Estates Attorney | Wealth Transfer & Probate

Jobot • Fort Myers (FL)

On-site
USD 140,000 - 160,000
Profit Sharing Plan
401K
Excellent Health Benefits
+3
Estate Planning Attorney - Wealth & Trust Counsel
Estate Planning Attorney - Wealth & Trust Counsel

Adecco • Madison (WI)

On-site
USD 110,000 - 135,000