Senior or Principal Trusts & Estates Attorney

Senior or Principal Trusts & Estates Attorney

About the Role:

We are seeking an experienced Senior or Principal Trusts & Estates Attorney to join our highly respected and growing private client practice. This is a unique opportunity for an accomplished attorney who enjoys sophisticated estate planning and estate administration work and is looking for a long-term leadership opportunity within a collaborative and supportive environment.

The successful candidate will work with a well-established team handling a substantial and sophisticated trusts and estates practice including estate planning estate administration fiduciary matters and estate tax planning. The practice serves individuals and families with estates typically ranging from $2 million to $25 million with occasional higher-net-worth matters.

This role offers significant autonomy direct client engagement and the opportunity to work alongside experienced attorneys and an exceptional support team. For the right individual this position presents a potential succession opportunity as part of the firms long-term growth and leadership planning.

Key Responsibilities:

• Manage a diverse litigation caseload from inception through resolution.
• Advise individuals and families on estate planning strategies wealth transfer planning and asset protection matters.
• Draft and review wills trusts powers of attorney health care directives and related estate planning documents.
• Manage complex estate administration and probate matters from inception through final distribution.
• Counsel fiduciaries regarding trust and estate administration responsibilities.
• Prepare and oversee estate gift and fiduciary tax planning matters.
• Review and assist with estate tax return preparation and related tax filings.
• Provide strategic guidance on trust administration fiduciary compliance and wealth preservation objectives.
• Collaborate closely with clients accountants financial advisors and other professional advisors.
• Mentor junior attorneys and support staff while contributing to practice development initiatives.
• Maintain strong client relationships through responsive service and trusted legal counsel.

Qualifications:

• Juris Doctor (J.D.) from an accredited law school.
• Active license and good standing with the applicable State Bar.
• 10 years of experience in trusts and estates estate planning and estate administration.
• Significant experience handling sophisticated estate planning matters and probate administration.
• Estate tax return preparation and estate tax planning experience strongly preferred.
• Excellent drafting analytical communication and client relationship skills.
• Ability to manage a substantial caseload while maintaining exceptional client service standards.
• Leadership mindset with interest in mentoring succession planning and long-term practice growth.

Why Join Us:

• Join a respected and established law firm with a strong reputation in Trusts & Estates law.
• Work on sophisticated estate planning and estate administration matters involving estates typically ranging from $2 million to $25 million.
• Benefit from a highly experienced support team including dedicated paralegals and administrative professionals.
• Enjoy a collaborative team-oriented culture with mentorship and professional development opportunities.
• Take advantage of a unique long-term leadership opportunity with potential succession planning responsibilities.
• Build strong client relationships while handling meaningful and impactful legal work.
• Hybrid work flexibility available following the onboarding period.
• Competitive compensation comprehensive benefits and summer early-Friday schedules from Memorial Day through Labor Day.
• Join a firm that values professionalism work-life balance and long-term career growth.