What are the responsibilities and job description for the Estate Planning & Administration Attorney position at Jobot?
Want to learn more about this role and Jobot? Click our Jobot logo and follow
our LinkedIn page!
Job details:
Trusts & Estates Estate Administration High-Net-Worth Clients Boutique Law Firm Sophisticated Planning Partnership Track No Billable Hour Grind
This Jobot Job is hosted by: Anne-Laure McGrory
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $110,000 - $160,000 per year
A bit about us:
We are a highly respected boutique law firm focused exclusively on sophisticated estate planning, trust and estate administration, and wealth preservation. Our attorneys partner closely with individuals, families, business owners, and fiduciaries to develop customized strategies that protect assets, minimize tax exposure, and preserve generational wealth.
Our collaborative environment emphasizes exceptional client service, thoughtful legal counsel, and long-term relationships. We pride ourselves on providing sophisticated work typically found at larger firms while maintaining the flexibility, accessibility, and collegial culture of a boutique practice.
Why join us?
Our client is seeking an experienced Estate Planning & Administration Attorney to join its growing private client services practice. This position offers the opportunity to work closely with individuals, families, business owners, fiduciaries, and closely held businesses on sophisticated estate planning and wealth preservation matters.
The ideal candidate enjoys building long-term client relationships, solving complex planning challenges, and working collaboratively within a boutique environment.
Responsibilities:
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
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
Trusts & Estates Estate Administration High-Net-Worth Clients Boutique Law Firm Sophisticated Planning Partnership Track No Billable Hour Grind
This Jobot Job is hosted by: Anne-Laure McGrory
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $110,000 - $160,000 per year
A bit about us:
We are a highly respected boutique law firm focused exclusively on sophisticated estate planning, trust and estate administration, and wealth preservation. Our attorneys partner closely with individuals, families, business owners, and fiduciaries to develop customized strategies that protect assets, minimize tax exposure, and preserve generational wealth.
Our collaborative environment emphasizes exceptional client service, thoughtful legal counsel, and long-term relationships. We pride ourselves on providing sophisticated work typically found at larger firms while maintaining the flexibility, accessibility, and collegial culture of a boutique practice.
Why join us?
- Sophisticated estate planning matters without BigLaw bureaucracy
- Work directly with experienced partners and high-net-worth clients
- Opportunity to develop trusted client relationships
- Collegial, team-oriented culture
- High-quality legal work with manageable billable expectations
- Competitive compensation and bonus opportunities
- Comprehensive benefits package
- Clear path toward partnership
- Stable and well-established practice with an excellent reputation
Our client is seeking an experienced Estate Planning & Administration Attorney to join its growing private client services practice. This position offers the opportunity to work closely with individuals, families, business owners, fiduciaries, and closely held businesses on sophisticated estate planning and wealth preservation matters.
The ideal candidate enjoys building long-term client relationships, solving complex planning challenges, and working collaboratively within a boutique environment.
Responsibilities:
- Draft sophisticated estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, and advance medical directives.
- Advise clients regarding wealth transfer, estate tax, gift tax, and business succession planning.
- Handle probate and estate administration matters from initial filings through final distributions.
- Counsel trustees, executors, and fiduciaries regarding trust and estate administration.
- Assist clients with trust funding and implementation of estate plans.
- Work directly with accountants, financial advisors, and wealth managers to coordinate planning strategies.
- Conduct legal research involving estate, tax, and fiduciary issues.
- Build and maintain strong client relationships through exceptional service and practical legal advice.
- J.D. from an accredited law school
- Active Virginia Bar admission required (Maryland and/or DC admission is a plus)
- Estate planning and estate administration experience
- Strong drafting skills
- Experience working with high-net-worth clients preferred
- Excellent communication and interpersonal skills
- Strong organizational abilities and attention to detail
- Ability to manage multiple matters independently while collaborating effectively with partners and staff
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
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $110,000 - $160,000