Estate Planning Attorney
Salt Lake, UT - USA
Job Summary
Pay: $95000.00 - $165000.00 per year
Why This Is a Great Opportunity
- Join a sophisticated private wealth and legal environment serving high- and ultra-high-net-worth clients on meaningful estate planning matters.
- Work closely with experienced professionals on trusts estate plans wealth transfer strategies and closely held business planning.
- Build your estate planning career in a high-trust client-facing role where attention to detail and strong judgment truly matter.
- Gain exposure to complex planning work in a polished growth-oriented professional setting.
- Be part of a stable well-established organization where your work has direct impact on clients and long-term outcomes.
Location: This is a full-time on-site opportunity in Salt Lake City Utah ideal for someone who wants close collaboration with attorneys leadership and support staff in a professional office environment.
Note: Must be actively licensed and in good standing with the Utah State Bar and have at least 1 year of estate planning experience including drafting or supporting trusts wills and related planning documents.
About Us
We are a well-established private wealth organization serving high- and ultra-high-net-worth clients in a high-trust detail-driven environment. Our team values professionalism discretion strong client service and thoughtful legal work that helps clients protect what they have built. We are looking for an attorney who is polished organized and motivated to grow within a sophisticated estate planning practice. Confidential Employer.
Job Description
- Draft estate planning documents including wills revocable trusts irrevocable trusts powers of attorney and healthcare directives
- Support clients with wealth transfer trust planning and broader estate planning strategies
- Review client financial and family information to help develop tailored planning recommendations
- Communicate with clients advisors and internal team members in a polished and professional manner
- Help manage estate planning matters from intake through document execution
- Collaborate with attorneys and staff on planning strategy document revisions and client service
- Maintain organized files matter notes and document workflows
- Contribute to a high-touch client experience built on responsiveness accuracy and discretion
- Assist with related business succession entity planning and asset coordination matters as needed
Qualifications
- J.D. from an accredited law school
- Active Utah State Bar license and good standing required
- 1 year of estate planning experience required
- Experience drafting or substantially supporting trusts wills powers of attorney and related estate planning documents
- Strong writing organization and attention to detail
- Professional communication style and client-service mindset
- Ability to manage multiple matters in a deadline-driven professional environment
- Experience with high-net-worth clients tax-sensitive planning business succession or private wealth matters is preferred
Why You Will Love Working Here
This is an excellent opportunity to deepen your estate planning experience in a sophisticated private wealth setting where the work is meaningful and the clients value thoughtful guidance. You will have the chance to grow your skills work alongside experienced professionals and contribute in a high-quality team-oriented environment. It is a strong fit for someone who wants long-term professional growth in estate planning rather than a volume-driven practice.
JPC-1060
Benefits:
- Dental insurance
- Paid time off
- Retirement plan
- Vision insurance
Requirements: Must haves: UT bar license. 1 yrs of estate planning exp with trusts wills and related drafting.
Nice to haves:
Additional context: Relocation- potentially. Packages - potentially
- Salary Bands:
1 to 2 years of directly relevant experience: $95000 to $115000
3 to 5 years of directly relevant experience: $115000 to $140000
5 years of directly relevant experience: $140000 to $165000
Submission Email: Name / Travis Melissa and Jade / ; ;
Quick Recruiter Reference
Private wealth / legal organization seeking an on-site Estate Planning Attorney in Salt Lake City. Need Utah bar 1 year of estate planning experience with drafting exposure. Best fit is a polished junior-to-midlevel attorney who wants to grow in trusts wills and private wealth planning.
Recruiters Submission: To submit cancel - Estate Planning Attorney - Private Wealth Law Group - JPC 1060 - Source
*New Job Order Alert*
Client job title: Estate Planning Attorney
Location: Salt Lake City UT
On-site hybrid remote: On site
Experience: 1
Good fit job titles/keywords for candidates: Estate Planning Attorney Trusts and Estates Attorney T&E Attorney Private Wealth Attorney Estate Attorney Trust Attorney Wealth Planning Attorney Probate and Estate Planning Attorney wills trusts revocable trust irrevocable trust POA healthcare directive
# of hires needed: 1
Open or not to recruiters on TE: No
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