5+ years of estate planning, trust administration, and probate experience
Familiarity with trust-centered estate plans and related instruments (GRATs, SLATs, ILITs, IDGTs)
Experience with business entity planning (LLC/Corp is a plus)
Desire for direct client interaction rather than back-office work
Ability to thrive within established systems and processes
Willingness to manage a caseload with a clear billable target (32 hours/week)
Looking for a long-term position in a collaborative team environment
Responsibilities
Own client relationships from initial design meeting through execution
Review plans drafted by the paralegal team
Guide clients through trust funding processes
Ensure clients leave feeling confident and cared for
Maintain consistent, high-quality output in estate planning
Benefits
Medical benefits
401(k) with 3% employer match and profit sharing after 12 months
Paid time off and holidays
Standard Monday to Friday schedule, 8:30 am to 5 pm with no weekend expectations
Performance bonuses tied to firm growth and individual contributions
Full Job Description
Description
You went to law school to help people. Not to review documents in the background of someone else's firm. Not to carry the overhead and stress of running your own practice. Not to bill 60 hours a week for a firm that treats you like a revenue unit.
You want to sit across from a client, understand what they've built and who they love, and help them protect it. That's estate planning done right-and that's exactly what this role is.
This is not a document-review job. This is not a stepping stone. This is the role.
You will own client relationships from the initial design meeting through execution. You will review plans drafted by our experienced paralegal team, guide clients through their trust funding, and make sure every family we serve leaves feeling confident and cared for.
You will not be expected to bring in clients. You will not be managing staff. You will not be drowning in administrative work. You will be doing what you trained to do-excellent estate planning law-inside a firm that has the systems, the team, and the leadership to support you.
If you've ever tried running your own firm and found that the business side got in the way of the law-we see you. That experience makes you more valuable here, not less
This Role Is Ideal for You If You:
Have 5+ years of hands-on estate planning, trust administration, and probate experience and can hit the ground running
Are comfortable with trust-centered estate plans, and have exposure to GRATs, SLATs, ILITs, IDGTs. Business entity planning (LLC/Corp a plus
Want direct, meaningful client interaction-not just back-office work
Thrive inside systems and processes, and take pride in consistent, high-quality output
Are ready to own a caseload with a clear, achievable billable target (32 hours/week)
Want to be part of a small, collaborative, high-performing team-not an anonymous number in a large firm
Are looking for a long-term home, not another short-term stop
Compensation & Benefits:
Base salary: $130,000-$150,000 (based on experience)
Performance bonuses tied to firm growth and individual contribution
Medical Benefits
401(k) with 3% employer match + profit sharing, eligible after 12 months
Paid time off and holidays
A schedule that actually ends-Monday through Friday, 8:30 am to 5 pm. No 60-hour weeks. No weekend expectations.
