Estate Planning & Probate Associate — High-Net-Worth Focus | Frisco (Onsite) | Bonus + Partner Track
Job Description
Estate Planning & Probate / Trusts & Estates Associate — High-Net-Worth Focus | Frisco (Onsite) | Bonus + Partner Track - Dallas
Highlights:
- Join a specialist trusts & estates practice with a strong high-net-worth / tax-planning focus (advanced strategies + real client complexity).
- Work alongside Board Certified estate planning & probate attorneys (TBLS) — strong signal for training, quality, and credibility.
- Exposure to sophisticated planning tools (e.g., FLPs, GRATs, QPRTs, dynasty trusts, ILITs, charitable trusts, SLATs, IDGTs), plus tax return work (706/709/GST) at varied complexity.
- Balanced practice: planning + probate/administration, so you’re not stuck doing one thing all day.
- Growing, busy practice (client demand is strong), with room to build a book and progress.
Role
- Draft and implement estate plans: wills, trusts, POAs, and related planning documents
- Support (and grow into) gift/estate tax planning and wealth transfer strategies
- Handle probate matters / trust administration as part of a well-rounded T&E practice
- Be client-facing: communicate clearly, manage expectations, and build long-term relationships
- Work largely independently (with support/mentorship), delivering high-quality, deadline-driven work
Compensation
- Base starting at $95,000+ (flexible depending on experience/skill set)
- Performance-based bonus tied to business development
Benefits
- 401(k)
- Medical / Dental / Vision
- CLE support + professional development
Other points of interest
- Onsite role in Frisco (suburban, family-friendly area; slower pace than downtown)
- Partner-track potential for the right person
- Client service philosophy emphasizes making complex issues clear and approachable.
Requirements
- Texas Bar (active, in good standing)
- 2+ years in estate planning and/or probate
- Strong knowledge of gift & estate tax law + excellent drafting skills
- Comfortable onsite (Dallas)
Nice-to-haves
- High-net-worth experience / complex tax planning
- Probate litigation or deeper trust administration exposure
- Dual bar (e.g., Florida) a plus
Call to action
For a confidential, no-obligation discussion, email your resume to or DM/apply directly here on LinkedIn. All inquiries kept strictly confidential.
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