Senior Attorney - Partner - Trusts & Estates
Job Description
Job Description
Are you a subject matter expert in HNW Estate Planning, Asset Protection, and Trust Administration, and want to advance in your career? Do you have a track record of success and are interested in playing an integral role at one of the area’s leading Trusts & Estates boutique law firms?
If so, we want to speak with you. We’re hiring a Senior/Managing Attorney/ Partner in the Estate Planning Dept. to help us run the Planning Dept. 's legal operations, develop a team, and take it to the next level.
You must be an experienced estate planning attorney who has worked with high-net-worth clients who have TAXABLE estates and complex Asset Protection concerns. Must have more than just foundational knowledge of trust and estate law, income, transfer, and generation-skipping taxation, with the ability to apply that knowledge to pre- and post-mortem planning. If I see "wills," "powers of attorney," or "healthcare directives" on your resume, you will NOT be getting a response from us - we are not looking for another paralegal with a JD.
You must have the CONFIDENCE and the GRAVITAS to interact with and advise savvy clients, helping them design and execute strategies to legally mitigate or avoid the tax man and build a more secure future.
You are an ADULT who is mature and ready to take their career seriously. We are looking for a person who is disciplined, organized, and can manage clients' matters from start to finish without stuff falling through the cracks. You will also be the leader of the Planning Dept with a whole team under you. We are a group of professionals and only want to work with other serious professionals.
Do you exemplify our core values: Are you Hungry, Scrappy, Smart, Anti-Fragile, and Take Ownership? Then this might be the place for you! We want to connect!
Compensation:
$180,000 (Base) plus Quarterly Bonuses/Origination (OTE = $250k+)
There are many ways to structure compensation. For the right candidate, we are flexible.
Full Benefits: Firm pays for Blue Cross Blue Shield Health/Dental/Vision; 401(k) Profit Sharing; Life Insurance; etc...
Start as a Non-Equity Partner and further assessed for Partnership in 18-24 months
Position: Senior T&E Associate/ NE Partner
Location: Coral Gables (on-site)
Dept: Adv Tax Planning/Private Wealth
Open Date: 01/01/2026
Close Date: NA
Job Function: Legal/Production
Recruiters: Submissions Accepted
Compensation:
$180,000 - $250,000 yearly
Responsibilities:
You will be the leader of the Estate Planning Dept. You will be a hard-working team player responsible for all aspects of an advanced planning client’s case, including:
- Analyzing a client’s family situation, assets, etc, and strategizing various solutions,
- Drafting and revising complex planning documents,
- Communicating directly with clients and other counsel/advisors,
- Managing administration matters from beginning to end,
- Discuss plans with clients for distributing clients’ assets,
- Drafting and advising clients regarding corporate ownership and structures,
- Managing the staff that reports to you,
- Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action
This position supervises the Foundational Planning matters and runs the Advanced Estate Tax Planning & Asset Protection Matters. This means you must have mastered the alphabet soup of the trust world.
You must know and love the whole gambit: GRATs, CRUTs, SLATs, QPRTs, DAPTs, and a host of others. For estate planning practitioners, the abbreviated tag assigned to the trust says it all. That is, when we refer to a trust as a GRAT or an ILIT, we know from that reference pretty much what the trust is, what it says, and what it is intended to do… but if you don’t know what I am talking about or mistake an IDGT for an ILIT, we’ve got a real problem.
Qualifications:
- Must be a member of The Florida Bar
- Spanish Language strongly preferred
- You must have enough experience in Complex Estate Planning, Asset Protection, and Trust Administration to be COMPETENT, CONFIDENT, and mostly AUTONOMOUS in this role. I am not as concerned with the number of years of experience as with the quality of that experience and what you actually know how to do. I’ve been doing this long enough to know that “6 years of experience” (or whatever) can mean you are exceptional and really know your work, or you know as much as my Sr. Paralegal.
- Previous Management Responsibilities
- LLM is not required – especially if you are from another state where the local Law School hasn’t flooded the market with them.
- Proficient in / ability to learn new drafting software like WealthDocs; Client Management Software like Clio, CRMs, etc.
- This is NOT a remote position. The office is in Coral Gables.
About Company
Our name says it all. We are a boutique firm of dedicated attorneys that HELP CLIENTS PROTECT THEIR RICH LIVES AND LEAVE A RICH LEGACY. We practice only the areas of family wealth succession: Estate Planning, Asset Protection, and Estate Administration. We know what we are doing, we love what we are doing, and we believe in what we are doing.
Our Vision:
We are not just legal advisors; we are architects of generational prosperity. By empowering families with comprehensive planning & asset protection strategies, we aim to break down barriers to successful wealth preservation and transfer. We believe that protecting clients’ hard-earned assets will pave the way for their families' legacies of significance and impact.
We aspire to transform how people think about legacy, creating a ripple effect that positively impacts future generations.