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Senior Associate/Junior Partner-Estate Planning
Boca Raton or West Palm Beach-Hybrid
OVERVIEW
The PeterSan Group has partnered with a full-service law firm seeking a Senior Associate or Junior Partner to support and grow a busy, sophisticated Trusts & Estates practice. The successful candidate can sit in either Boca Raton or West Palm Beach, Florida. Relocation candidates will also be considered. This role offers a rare opportunity to work closely with a nationally recognized practitioner who maintains a substantial and consistently growing book of business and is seeking a long-term right hand to help manage and expand a thriving private wealth practice.
The Practice
- Focus on sophisticated estate planning, with the hope that the candidate also has estate administration experience
- Advising ultra-high-net-worth individuals and families, typically with estates valued at $50MM+
- Heavy emphasis on complex drafting and strategic planning
The Ideal Candidate
- 7+ years of experience in trusts & estates / private wealth
- Strong background in estate planning and drafting
- Estate administration experience is a plus
- Capable of handling sophisticated, high-touch client matters
- Interested in a long-term platform with meaningful responsibility and growth
- Comfortable working closely with a senior partner and taking ownership of matters
Why This Opportunity
- Work directly with a market-leading Trusts & Estates partner with sustained demand
- Meaningful client exposure and hands-on responsibility from day one
- Opportunity to step into a visible, impactful role within a premier private wealth practice
- Strong platform for long-term growth and leadership
Compensation
- Competitive and commensurate with experience
About The PeterSan Group (a TalentoHC company):
The PeterSan Group, a TalentoHC company, is a premier legal executive search and talent advisory firm specializing in placing partners, associates and in-house council across the global legal market. We partner with law firms, corporate legal departments, and government agencies to identify exceptional talent. Combining PeterSan's deep legal industry expertise with TalentoHC's global executive search platform, our firm delivers customized recruitment and advisory solutions that help organizations build high-performing legal teams. TalentoHC is an equal opportunity employer committed to fostering an inclusive workplace.
Looking for a rewarding career in Dallas, TX. A busy law firm is seeking a skilled Estate Planning and Probate Legal Assistant to join their team. This is a direct hire opportunity to become a vital member of a growing practice and support attorneys in estate planning and probate matters.
Company Profile
A top multi-service law firm in Texas known for professionalism, client service, and collaborative team culture. The firm offers a fast-paced, dynamic work environment with opportunities to grow and expand your estate planning expertise.
Estate Planning and Probate Legal Assistant Role
Prepare and revise legal documents, including wills, trusts, tax forms (706s, 709s), and asset lists.
Draft, edit, and proofread correspondence, legal memoranda, and other communications.
Transcribe dictation from voicemails and other sources accurately.
Manage incoming and outgoing mail and electronic correspondence.
Answer and direct incoming phone calls, respond to general inquiries.
Schedule and coordinate conference calls, client meetings, and appointments.
Maintain attorney calendars, track deadlines, and manage multiple schedules.
Open, organize, and maintain client files, ensuring proper filing procedures.
Review and process monthly billing memos and enter attorney time records.
Arrange travel and business itineraries as needed.
Communicate professionally with clients and internal staff at all levels.
E-file documents in federal and state courts as required.
Strong filing, typing, and discernment is needed.
Estate Planning and Probate Legal Assistant Background Profile
Minimum of five years of legal assistant experience, preferably in estate planning and probate
Strong knowledge and experience drafting wills, trusts, and related estate planning documents
Proven ability to manage multiple calendars, deadlines, and priorities
Solid working knowledge of Microsoft Office (Word, Outlook, Excel, PowerPoint)
Proficiency in electronic court filing systems (Federal and State)
Typing speed of at least 80 words per minute
706/709, NetDocs, & Orion experience is not required, but would be a huge plus
Excellent verbal and written communication skills, with strong grammar, spelling, and proofreading abilities
Strong organizational skills and attention to detail
Strong filing, typing, and discernment is needed
Ability to work both independently and collaboratively within a team
Dependable, professional, and able to maintain confidentiality
Features and Benefits
Multiple healthcare and dental plans
Life insurance
Vision insurance
401k retirement plan
Paid parking
ABOUT THE ROLE
Lyneer Search Group is seeking a Managing Director, Family Office Planning to join a premier Family Office Services team. This is a senior-level, technical estate planning role for a credentialed professional ready to serve as the firm's go-to expert in complex wealth transfer, trust administration, and multi-generational planning for ultra-high-net-worth families.
This is a 100% on-site position.
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WHAT YOU'LL DO
As a key member of the Family Office Services team, you will:
Produce and review complex estate and wealth planning deliverables — including estate flowcharts, comprehensive wealth transfer plans, and technical planning reports
Develop proactive planning observations and recommendations for UHNW clients
Review, analyze, and summarize sophisticated estate planning documents
Guide Wealth Strategists in the oversight of family entity administration
Serve as the estate planning technical resource for Managing Directors and client teams in meetings and on deliverables
Research, write, and publish expert articles on wealth transfer topics for professional journals and industry platforms
Provide firm-wide training and subject matter expertise on tax and estate planning issues
Cultivate relationships with outside advisors for ongoing technical collaboration
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WHAT YOU BRING
Education & Credentials:
• Postgraduate degree: JD, LLM, or MST strongly preferred
• Professional designation: CPA, CFP, and/or CPWA preferred
• 10+ years of experience in estate and tax planning, trust planning, or fiduciary administration
• Deep experience with strategic wealth planning for HNW and multi-generational families
• Current knowledge of legislative and case law developments in estate planning
Skills & Attributes:
• Strong analytical skills with exceptional attention to detail
• Demonstrated track record as an author and presenter of complex estate planning strategies
• Advanced Excel skills for building complex planning worksheets
• Ability to translate complex planning strategies into clear, client-friendly language
• Highest level of discretion and professionalism with confidential matters
• Collaborative team player who also thrives working independently
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WHY THIS ROLE
→ Senior Technical Authority — serve as the firm's go-to estate planning expert with real visibility and influence
→ Complex, Meaningful Work — daily engagement with sophisticated UHNW multi-generational planning
→ Thought Leadership — publish expert articles and build your profile as an industry authority
→ High-Caliber Environment — collaborate with Managing Directors, client cell teams, and leading outside advisors
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WORK ENVIRONMENT
• 100% On-Site
• Limited travel as business needs require
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HOW TO APPLY
Apply directly through this post.
Explore all open roles at Lyneer Search Group.
Lyneer Search Group specializes in executive recruitment for insurance, wealth management, and financial services. We connect industry-leading firms with exceptional talent — and we've maintained a 100% placement rate in retained searches since 1993.
We have a flexible work environment, and fluid career paths.
We not only encourage but celebrate internal mobility.
We also recognize the importance of purpose, well-being, and work-life balance.
Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom.
Empower Yourself.
The Retirement Plan Advisor assists individuals in achieving a successful retirement and planning their financial future through group and individual presentations to new and existing defined contribution 401(k) and Government 457 plan participants.
This role uses data-driven, analytical thinking to lead impactful conversations with participants, meets client service level agreements and achieves annual targets as assigned.
This position will also assist the Relationship Management team in effectively establishing and maintaining relationships with key stakeholders within the territory assigned.
This Advisor will work with public employees in the Austin area and must be able to meet with clients in person and virtually.
What you will do Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomesDevelop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plansConduct one-on-one virtual and on-site group meeting by using various technologies in a professional mannerManage meeting schedule, including travel bookingCreate and execute dynamic business plans and tactics to drive positive retirement income objectives for participantsDocument interactions in Salesforce and collect required information to adhere to guidelines for regulatory complianceAchieve plan level and individual goals to help achieve service level agreements and business resultsParticipate in client meetings, sales finals, or other external meetings as neededWork collaboratively across internal service and management teams to improve effectivenessWhat you will bring Bachelor's degree or equivalent work experience in lieu of a degree3 – 5 years relevant financial services experienceStrong presentation skills requiredProficiency in MS Word, Excel, PowerPoint, and Teams requiredStrategic thinker who can work independently requiredStrong relationship building and territory management skills requiredFINRA Series 6, 63, 65 registrations required within established timeline;current FINRA registrations strongly preferredFINRA fingerprinting required upon hireWhat will set you apart Working knowledge of Salesforce preferredWorking knowledge of building blocks for successful retirement planning preferredBasic understanding of defined contribution plans preferredPractical experience providing high-level, consultative client interactions preferred#PJRPA
***Applicants must be authorized to work for any employer in the U.S.
We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
***What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career.
We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) –BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play.
BRGs are open to all.
Base Salary Range $72,200.00
- $101,975.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed.
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer•Drug-free workplace We are an equal opportunity employer with a commitment to diversity.All individuals, regardless of personal characteristics, are encouraged to apply.All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
Other necessary computer equipment, will be provided.
You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
*** Job Posting End Date at 12:01 am on: Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
Workplace Flexibility:Remote
- Must reside within territory
We have a flexible work environment, and fluid career paths.
We not only encourage but celebrate internal mobility.
We also recognize the importance of purpose, well-being, and work-life balance.
Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom.
Empower Yourself.
The Retirement Plan Counselor is responsible for delivering on-site and virtual education and enrollment presentations to new and existing governmental employees and plan participants in NW North Carolina .
The Counselor leverages Empower's industry leading technology and tools to drive positive results and help employees strive for a successful retirement.
This position will also work to effectively establish and grow relationships with key stakeholders within the territory assigned.
This Retirement Plan Counselor will work with NC public employees in a 10-county region that includes Winston-Salem, Wilkesboro and Boone.
What you will do
* Develop and facilitate communication and education strategies by conducting virtual and on-site individual and group meeting by using various technologies in a professional manner
* Drive participants to take measurable actions to improve their retirement outcomes including plan enrollment, deferral increases, and rollovers from previous plans
* Achieve business results and facilitate impactful conversations while meeting service level agreements
* Consistently complete reporting requirements within required timeframes including logging meetings, attendees and outcomes in appropriate systems
* Build strong relationships with assigned key contacts, plan sponsor representatives and internal stakeholders to maximize successful participant outcomes
* Manage meeting schedule, including travel booking
* Provide feedback about the effectiveness of communication materials/strategies and assist in identifying alternatives
* Attend client meetings with other service team members
* May be asked to participate in finals presentations for new prospects based on the demands of the territoryWhat you will bring
* Bachelor's degree and or equivalent experience considered in lieu of a degree
* 2
- 4 years relevant financial services experience
* Strong presentation skills required
* Proficiency in MS Word, Excel, PowerPoint and Teams required
* Strong relationship building and territory management skills
* FINRA Series 6 and Series 63 registrations
* FINRA fingerprinting requiredWhat will set you apart
* Working knowledge of Salesforce preferred
* Ability to calculate figures such as interest, proportions, percentages, and fractions required
* Strategic thinker who can work independently
* Practical experience providing high-level, consultative client interactions preferred
* Basic knowledge of defined contribution plans preferredPJRPA Applicants must be authorized to work for any employer in the U.S.
We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career.
We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
* Medical, dental, vision and life insurance
* Retirement savings
- 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
* Tuition reimbursement up to $5,250/year
* Business-casual environment that includes the option to wear jeans
* Generous paid time off upon hire
- including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
* Paid volunteer time — 16 hours per calendar year
* Leave of absence programs
- including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
* Business Resource Groups (BRGs)
- BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play.
BRGs are open to all.Base Salary Range $59,700.00
- $84,300.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed.
Non-sales positions have the opportunity to participate in a bonus program.
Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Equal opportunity employer Drug-free workplaceWe are an equal opportunity employer with a commitment to diversity.
All individuals, regardless of personal characteristics, are encouraged to apply.
All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet.
Other necessary computer equipment, will be provided.
You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
Job Posting End Date at 12:01 am on: Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency Workplace Flexibility: Remote
- Must reside within territory
About Us
The Cleveland Foundation, established in 1914, is the world's first and one of the largest community foundations, with assets exceeding $3.9 billion. Our mission is to enhance the lives of all residents in Greater Cleveland, now and for generations to come.
As we continue to grow and evolve, we are dedicated to building strong relationships and trust across our community, working collaboratively to create innovative, impactful, and internationally recognized contributions to the field of philanthropy.
About You
You are a detail-oriented and proactive professional with a strong interest in both legal operations and accounting within a mission-driven nonprofit environment. Highly organized, analytical, and efficient, you thrive in roles that require precision, discretion, and thoughtful collaboration across disciplines. You bring the ability to execute and coordinate work at the intersection of Legal and Finance, supporting each function within clearly defined roles, controls, and accountability frameworks.
You are comfortable managing complex data, navigating compliance systems, and supporting financial processes while applying a strong legal lens to charitable planning and administration. Whether preparing fund agreements, assisting with complex outright and estate gifts, or managing gift processing and administration, you bring clarity, organization, and insight to every task. As a trusted partner to the Legal, Finance, and Philanthropy teams, you understand how disciplined legal and financial infrastructure underpins effective donor stewardship and philanthropic impact.
Job Summary
The Senior Paralegal, Charitable Planning & Administration role is a dual-function position that bridges Legal and Finance to support charitable planning, gift administration, and compliance. It advances the organization’s goals by ensuring legally sound, well-coordinated charitable giving and gift administration processes while maintaining clear accountability within each department. As part of the Legal team, the role supports the General Counsel and Legal Counsel with legal services related to charitable giving, contracts, compliance, and legal operations, while also providing defined operational support to Finance. The position reports directly to the General Counsel, with finance-related work performed under the functional direction of the Vice President, Accounting.
Key Responsibilities
- Ensure legally sound, donor-intent–aligned charitable giving and gift administration by integrating legal oversight, compliance, and operational execution across the lifecycle of complex gifts, estates, trusts, and funds.
- Advance organizational effectiveness and risk management by supporting high-quality legal services, contract governance, and compliance practices related to charitable planning, agreements, and foundation operations.
- Enable accurate, timely, and compliant gift administration by overseeing critical processes for gift receipt, allocation, acknowledgement, fund setup, and specialized fund transactions in close coordination with Legal, Finance, and Philanthropy.
- Strengthen cross-functional coordination and donor experience by serving as a trusted operational and legal partner to internal teams, donors, and external advisors, ensuring clarity, consistency, and responsiveness in donor transactions.
- Improve systems, data integrity, and decision-making by contributing legal and operational expertise to Salesforce and contract management tools, and by producing reliable reporting on planned gifts, estates, trusts, and funds.
Competencies & Behavioral Expectations
- Judgment
- Communication
- Teamwork & Collaboration
- Adaptability
- Problem-Solving
Required Qualifications
- A bachelor’s degree in a relevant field and/or paralegal certificate or equivalent legal training.
- Minimum five to seven years’ experience in a paralegal, legal operations, trust and estate administration, charitable planning, or related role; nonprofit, finance, and/or in-house experience a plus.
- Demonstrated experience drafting and reviewing complex legal documents, including charitable gift agreements, fund agreements, estate and trust related documents, or comparable instruments.
- Working knowledge of estate planning, trusts, charitable giving vehicles, and donor-advised funds, including donor intent and compliance considerations.
- Experience supporting or coordinating estate and/or gift administration, receipting, or accounting-adjacent processes.
- Ability to work effectively in a dual-reporting or matrixed environment, balancing priorities across departments while maintaining clear role boundaries.
- Strong analytical, organizational, and data-management skills, with the ability to manage multiple workflows and deadlines with a high degree of accuracy.
- High level of discretion and sound judgment in handling confidential legal, financial, and donor information.
- Proficiency researching individuals and other funding sources through online resources (Lexis, etc.) and other electronic and print sources of information.
- The ability to collaborate successfully with a diverse group of individuals internal and external to the organization.
Preferred Qualifications
- Proficiency with software platforms, such as Agiloft, Salesforce, iPhi/Ren, PG Calc, Microsoft Office and/or other contract lifecycle or project management systems
- Work Environment
- The role is primarily office-based, involving frequent interaction with executives, staff, and external partners.
- The position may require prolonged periods of sitting, as well as occasional lifting of light office supplies and materials.
- Occasional extended hours to meet deadlines or support special events.
- Occasional travel may be required for meetings, events, or conferences.
Status: Regular, Full-Time, Exempt
Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. With 5,000+ employees across 300+ offices and 12+ subsidiaries, Rate’s Loan Officers rank among the best in the country. From purchases and refinances to tapping into equity, Rate makes financing faster, simpler and less stressful. Our technology — including Same Day Mortgage, the Rate App, FlashClose℠, MyAccount and the Language Access Program — has earned recognition from HousingWire, Scotsman Guide, NerdWallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at .
Location: Hybrid 1x/week (Office location-3940 N. Ravenswood, Chicago, IL 60613)
Pay Range: $38.46/hr- $48.08/hr
Position Summary
The Compensation Plan Operations Paralegal will support the legal and business teams in the intake, preparation, routing, and execution of loan officer compensation plans and related addendums. This role focuses on workflow management, structured request validation, template-based drafting, and coordination across legal, compliance, and business stakeholders.
This position is designed to improve operational efficiency, reduce attorney workload on routine matters, and ensure consistency in compensation plan documentation.
The role will work within the company’s contract workflow platform (such as IntelAgree or similar systems).
Key Responsibilities:
Intake and Workflow Management
- Review incoming compensation plan requests for completeness and policy alignment.
- Enforce structured intake requirements.
- Communicate with requesters to obtain missing or unclear information.
- Route matters to appropriate legal or compliance reviewers.
Template-Based Drafting and Document Preparation
- Prepare standard compensation plan documents and addendums using approved templates.
- Insert variable business terms into controlled document sections.
- Maintain consistency with company-approved language.
- Ensure documentation follows internal governance standards.
Process Improvement
- Identify recurring workflow bottlenecks.
- Suggest improvements to intake forms and template structures.
- Support reporting on turnaround time and workflow metrics.
Required Qualifications:
Education and Experience
- Associate or Bachelor’s degree required.
- 4+ years of experience in corporate legal, compliance, contract administration, or paralegal operations.
Core Skills
- Strong attention to detail.
- Ability to follow structured workflow procedures.
- Comfortable using document management systems.
- Professional written and verbal communication skills.
- Ability to work in high-volume environments.
- Proficiency in Microsoft Office (Outlook, Word, Excel)
Preferred Qualifications (Highly Valuable)
- Experience with contract lifecycle management systems.
- Exposure to financial services, mortgage, or compensation structures.
- Familiarity with workflow automation concepts.
- Basic understanding of regulatory or compliance review processes.
- Data organization or reporting experience.
Work Style Characteristics (Important for Success)
The ideal candidate should be:
- Process-oriented
- Comfortable with repetitive high-accuracy work.
- Able to enforce intake standards politely but firmly.
- Interested in operational efficiency.
What Success Looks Like in This Role
- Reduced attorney time spent on routine drafting.
- Faster compensation plan cycle times.
- Improved request completeness at intake.
- Reliable document execution tracking.
Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.
The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).
Applications are being accepted on an ongoing basis.
Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco’s Financial District.
We are seeking an experienced Attorney for our Estates and Trusts practice group.
Preferred applicant should have between 5-10 years of substantial experience in the areas of probate, trust administration and estate and income tax planning including working with high-net worth individuals and families in designing and drafting sophisticated estate and lifetime gifting plans. Responsibilities include: representing trustees, executors, heirs and beneficiaries and managing probate and trust administrations, counseling clients as to most suitable estate plans or gifting strategies for their individual situations and drafting necessary documents to implement such plans.
KEY SKILLS & EXPERIENCE
- Advise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategies
- Draft complex estate planning documents independently
- Manage large-scale client projects, ensuring effective communication and timely completion
- Collaborate closely with clients and their outside advisors on wealth planning solutions
- Conduct legal research and stay informed on changing tax laws relevant to estate planning
- Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries
- Has a minimum of 5 years handling estate planning and trust administration for taxable estates
- Possesses solid gift, estate and generation-skipping transfer (GST) tax skills, is able to engage with ultra-high net worth clients to design and implement complex estate freeze and charitable planning with technical precision and prepare and review estate and gift tax returns
- Has proven ability to stay on top of a busy practice – including time recording, proactive deadline and matter management, and taking ownership of assigned projects – and doesn’t require supervision in these areas
- Is energized by participating on a dynamic team and demonstrates a genuine interest in contributing to the team’s success as a whole, including through mentorship of junior team members and development and refinement of team processes
- Inspires the confidence of clients, intermediaries and referral sources (internal and external) who trust that they are in good hands
- Takes a practical approach to solving client problems, and is nimble in employing tools to implement these solutions
- Never stops learning and seeking to develop skills, knowledge and understanding to better serve clients
- Is highly resourceful, composed and empathetic
- Juris Doctor (JD) from an accredited law school
- Admitted to and in good standing with the California Bar
- L.L.M. in Taxation, desired
Interested candidates should submit a cover letter and resume.
Job Overview
Are you a driven and meticulous paralegal with a passion for Estate Planning? Do you thrive in a collaborative, client-focused environment where attention to detail and exceptional organizational skills are highly valued? If so, we invite you to join our legal team as a Paralegal specializing in Estate Planning, Probate, and Trust matters.
In this role, you'll play a vital part in providing comprehensive legal services to our clients. From supporting attorneys in client meetings to drafting intricate estate planning documents, you’ll contribute to creating meaningful solutions for individuals and families. Your ability to manage legal documentation, deadlines, and client relationships will be essential to ensuring smooth and efficient case progress.
Responsibilities
- Collaborate with attorneys to prepare for client meetings by organizing case files and key documents.
- Draft, review, and refine estate planning documents, trust accountings, and legal correspondence..
- Transcribe legal documents and maintain accurate case records.
- Communicate with clients and professional partners, gathering information and providing updates with tact and confidentiality.
- Cultivate strong, professional relationships with clients and external offices.
- Assist with general probate, guardianship, and trust-related tasks as needed, ensuring deadlines are met efficiently.
- Support your team members on collaborative projects to maintain a positive, productive work environment.
Skills
- Minimum of 1 years experience as a paralegal with a focus on Estate Planning, Probate, or Trust Administration.
- Exceptional drafting and organizational skills with an eye for detail.
- Proficiency in Microsoft Word, Excel, PowerPoint, and document compilation tools like Adobe.
- Expertise in working with Document Management Systems and legal software, such as Clio.
- Excellent verbal and written communication abilities to engage effectively with clients and colleagues.
- The ability to analyze trusts and prepare professional trust accountings confidently.
- Strong project management skills to handle multiple cases simultaneously while meeting deadlines.
- Ability to work independently and maintain confidentiality while using judgment and tact.
- A team player with a commitment to delivering excellence in legal support.
At our firm, you’ll have the opportunity to grow professionally in a supportive and collaborative environment. We value our team members’ contributions and offer opportunities for advancement, along with a range of benefits. Here, your work will have a lasting impact as you help clients navigate critical decisions and protect their legacies.
Job Type: Full-time
Expected hours: 37.5 per week
Pay: $20/hour
Benefits:
- 401(k)
- Disability insurance
- Life insurance
- Paid time off
Schedule:
- Monday to Friday
- No nights
- No weekends
Work Location: In person
Job ID: 372358
Practice area:- Estate & Tax Planning,Probate
Estate Planning & Probate Associate Attorney (2–6 Years Experience) – Private Client Services | Boston, Massachusetts
Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Probate Attorney, Estate Planning Attorney Boston, Estate and Tax Planning Attorney, Boston legal jobs, Attorney jobs Boston MA, MA Bar required, Law firm estate planning associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning
The firm, established in 2000, represents clients including families, individuals, and industries. Its service areas include executive leadership, residential real estate, commercial real estate, commercial lending, estate planning, dispute resolution, tort defense, litigation, and hospitality and recreation. It has offices in Boston, Andover, and Waltham, Massachusetts, and Nashua, New Hampshire. Three of its attorneys have been selected to the lists of Super Lawyers and Rising Stars by Super Lawyers publication.
A respected law firm is seeking an Estate Planning & Probate Associate Attorney (2–6 years experience) to join its growing private client services practice in Boston, Massachusetts. This Estate Planning Attorney role focuses on advising individuals, families, and fiduciaries on sophisticated estate planning and wealth preservation strategies.
Attorneys pursuing Boston legal jobs in private client services will gain the opportunity to work on complex estate planning matters, including wealth transfer strategies, trust administration, and tax-efficient asset structuring. The Estate Planning Attorney will collaborate closely with financial advisors, accountants, and fiduciaries to provide comprehensive planning solutions.
This partner-track position provides significant opportunities for professional growth, client development, and leadership within a dynamic estate planning practice. Attorneys with an existing book of business are particularly encouraged to apply.
This opportunity is actively interviewing candidates seeking advanced Boston legal jobs in estate planning and probate law.
________________________________________
Key Responsibilities
• Advise individuals, families, and fiduciaries on estate planning strategies, wealth preservation, and generational wealth transfer.
• Draft sophisticated estate planning documents including wills, trusts, powers of attorney, and healthcare directives.
• Provide legal guidance on estate, gift, and generation-skipping transfer tax strategies.
• Assist clients with charitable planning and business succession strategies.
• Support probate and estate administration, including fiduciary guidance, tax filings, and asset distributions.
• Collaborate with financial advisors, accountants, and other professionals to create integrated estate planning solutions.
• Maintain and expand client relationships while contributing to practice growth.
• Utilize an existing book of business to support business development and client portfolio expansion.
________________________________________
Qualifications
• Juris Doctor (JD) from a recognized law school.
• Massachusetts Bar required and active license to practice law in Massachusetts.
• 2–6 years of experience practicing as an Estate Planning Attorney or trusts and estates associate.
• Experience handling estate planning, trust administration, and probate matters.
• Demonstrated book of business preferred.
• Strong drafting skills for complex estate planning documents.
• Ability to manage client relationships and develop business opportunities.
• Strong legal writing and analytical abilities.
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Education
• Juris Doctor (J.D.) degree from an accredited law school.
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Certifications
• Licensed to practice law in Massachusetts.
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Skills
• Strong technical knowledge of estate, gift, and generation-skipping transfer tax laws.
• Advanced drafting abilities for trusts, wills, and estate planning instruments.
• Excellent written and verbal communication skills.
• Strong client relationship management and advisory abilities.
• Ability to work independently while contributing to a collaborative team environment.
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Culture & Firm Appeal
This opportunity is with a well-established law firm serving families, individuals, and businesses throughout the Boston legal community. The firm provides a broad range of legal services while maintaining a strong reputation for personalized client service and practical legal solutions.
Attorneys benefit from a collaborative environment where private client attorneys work closely with professionals across multiple disciplines. The firm encourages entrepreneurial attorneys to develop client relationships and expand their professional networks.
Professionals exploring Boston legal jobs in estate planning will appreciate the firm’s emphasis on business development, client-focused service, and long-term career growth.
The firm also maintains a strong reputation within the regional legal market and has attorneys recognized by respected industry publications.
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Why This Role Is Unique
• Opportunity to advise high-net-worth individuals and families on advanced estate planning strategies.
• Meaningful involvement in wealth preservation, tax planning, and succession planning matters.
• Opportunity to grow and expand a private client practice through business development.
• Collaborative team environment with experienced estate planning professionals.
• Partner-track position supporting long-term professional advancement.
• Ideal opportunity for attorneys seeking advanced Boston legal jobs in estate planning and probate law.
This position rarely opens at this level and provides a strong opportunity for attorneys to grow a successful private client services practice within a respected legal environment.
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Call to Action
Apply now for a confidential discussion with a BCG Attorney Search recruiter.
Explore this elite-level opportunity today.
Submit your resume to learn more about this prestigious role.
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BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.
BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.
