Sr. Estate Planning Attorney

Trajan Wealth LLC

• $125K — $150K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 5 years of estate planning experience with advanced tax and asset protection exposure
  • Arizona bar license required; additional state licenses are a plus
  • Deep knowledge of estate, gift, and generation-skipping transfer tax planning
  • Experience with sophisticated trust structures like IDGTs, GRATs, and SLATs
  • Comfortable in a team-based environment with non-attorney professionals
  • Strong written and verbal communication skills
  • Familiarity with ABS law firm and multi-jurisdictional practice model is a plus

Responsibilities

  • Lead advanced estate tax and asset protection planning engagements from design to execution
  • Advise on and draft sophisticated trust structures, including various types of trusts and charitable vehicles
  • Collaborate with Trajan Wealth advisors and Tax CPAs for coordinated Family Office planning
  • Support and mentor associate attorneys on complex planning questions
  • Develop and refine firm templates and systems for advanced planning matters
  • Manage a diverse client caseload with high responsiveness and service standards

Benefits

  • 401(k) with matching contribution up to 13%
  • Company-paid medical coverage for employees
  • Comprehensive dental, vision, and disability insurance options
  • Generous holidays and paid time off (PTO)
  • Opportunities for future career growth
Full Job Description
Role Overview

We are looking for a Senior Estate Planning Attorney to lead the advanced planning side of our practice. This is a high-impact position for an attorney who is technically sharp, thrives in a collaborative environment, and is qualified to do sophisticated work.

You will handle estates of all sizes alongside our team, but your primary focus will be complex, high-net-worth engagements requiring advanced tax and asset protection strategies. You will also serve as an internal resource for our attorneys on complex planning and other legal questions and work closely with the wealth and tax sides of the Family Office on integrated client solutions. Legal and tax research skills are also necessary.

This is an in-office position based in our Scottsdale headquarters.

Duties and responsibilities
  • Lead advanced estate tax and asset protection planning engagements from design through execution
  • Advise on and draft sophisticated trust structures, including GRATs, IDGTs, BDITs, QPRTs, SLATs, FLPs/FLLCs, and charitable vehicles
  • Collaborate with Trajan Wealth advisors and Trajan Tax CPAs to deliver coordinated Family Office planning
  • Support and mentor associate attorneys on complex planning questions
  • Assist in developing and refining firm templates and systems for advanced planning matters
  • Manage a client caseload consisting of standard revocable living trust plans, as well as advanced planning clients, with a high standard of responsiveness and service

Qualifications
  • Minimum 5 years of estate planning experience, with meaningful exposure to advanced tax and asset protection strategies
  • Arizona bar license required; additional state licenses are a plus
  • Deep working knowledge of estate, gift, and generation-skipping transfer tax planning
  • Experience drafting and advising on sophisticated trust structures (IDGTs, GRATs, SLATs, BDITs, FLPs, and similar)
  • Comfort operating in an integrated, team-based environment alongside non-attorney professionals
  • Strong written and verbal communication skills with clients and colleagues alike
  • Openness to, and ideally familiarity with, the ABS law firm and multi-jurisdictional practice model

Benefits
  • Base salary dependent on experience plus a monthly production bonus.
  • 401(k) with a matching contribution up to 13%.
  • Medical coverage for employees, paid by the company.
  • Dental, Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary insurance options.
  • Generous holidays and PTO.
  • Future career growth opportunity.


Come and join a team that is making a difference in their clients and employee's lives!

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