Trusts & Estates Attorney

Job Title: Trusts & Estates Attorney – High-Net-Worth Planning

Employment Type: Full-time

Experience Level: Senior (5+ years)

Work Mode: On-site / Hybrid Optional

Role Overview

The Trusts & Estates Attorney will advise high-net-worth clients on estate planning, tax strategies, and wealth transfer matters. This role involves drafting legal documents, managing probate and trust administration, and supporting tax-related filings while ensuring compliance with applicable laws and regulations.

If you are a senior-level attorney with 5+ years of experience in trusts and estates law – and you have a passion for complex estate planning, wealth transfer strategies, and client advisory – we want to hear from you.

Why This Role Stands Out

High-net-worth client focus – Work with affluent individuals and families

Complex estate planning – Design tax-efficient wealth transfer plans

Full-scope role – Estate planning, trust administration, probate, and tax compliance

Collaborative environment – Work with financial professionals and internal teams

Career growth – Opportunity to develop expertise in a sophisticated practice area

Competitive compensation – Plus comprehensive benefits

Key Responsibilities

Estate Planning & Advisory

Provide legal counsel on estate planning strategies for high-net-worth clients

Design and implement tax-efficient wealth transfer plans

Advise clients on trusts, wills, and estate structures

Drafting & Documentation

Draft estate planning documents, including wills, trusts, and related instruments

Prepare and review legal agreements and documentation

Ensure accuracy and compliance with legal standards

Trust & Probate Administration

Manage probate processes and estate settlements

Oversee trust administration, including asset distribution and compliance

Work closely with executors, trustees, and beneficiaries

Tax Compliance

Prepare or assist in preparation of estate and gift tax returns

Support tax planning strategies in coordination with financial professionals

Ensure compliance with federal and state tax regulations

Client & Stakeholder Interaction

Build and maintain strong client relationships

Communicate complex legal concepts clearly to clients

Collaborate with internal teams and external advisors

Qualifications

Education

Juris Doctor (J.D.) from an accredited law school

Experience

5+ years of experience in trusts and estates law

Experience working with high-net-worth clients

Proven experience in estate planning, probate, and trust administration

Licensure

Licensed to practice law in the relevant jurisdiction

Additional state bar admissions are a plus

Skills Required

Primary Skills

Estate planning and wealth transfer

Trust administration and probate

Legal drafting (wills, trusts, agreements)

Tax planning and compliance (estate & gift tax)

Client advisory and relationship management

Secondary Skills

Tax return preparation

Research and analytical skills

Communication and writing skills

Attention to detail

Time management and organization

Core Competencies

Strong legal and analytical judgment

Excellent written and verbal communication

High level of professionalism and confidentiality

Ability to manage multiple client matters simultaneously

Client-focused approach with attention to detail

What You'll Gain

Opportunity to work on complex estate planning matters

Exposure to high-net-worth client portfolios

Career growth in a collaborative legal environment

Competitive compensation and benefits

Key Practice Areas (At a Glance)

Revocable and irrevocable trusts

Wills and testamentary documents

Gift and estate tax planning

Generation-skipping transfer tax (GST)

Charitable giving and philanthropic planning

Business succession planning

Probate and estate administration

Trust administration and compliance

Work Environment

On-site or hybrid options available

Collaborative legal environment with attorneys, paralegals, and financial professionals

Focus on high-quality client service and technical excellence

Compensation & Benefits (Suggested Addition)

Competitive salary based on experience

Performance-based bonuses

Health, dental, and vision insurance

Retirement savings plan (e.g., 401k) with employer contribution

Paid time off (PTO) and holidays

Professional development and continuing legal education (CLE) support

Equal Opportunity Statement

All qualified applicants will receive consideration for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or any other protected status.

Ready to Advise High-Net-Worth Clients on Estate Planning?

If you are a Trusts & Estates Attorney with 5+ years of experience and a passion for estate planning, wealth transfer, and tax-efficient strategies – apply today.

[Point of Contact

James Whiteman

Client Acquisition Manager

P: (409) 777-4070

E: James.Whitman@firman-solutions.com

A: 2766 Duniven Cir Suite 206 Amarillo TX 79109]