Estate Planning & Trust Administration - Senior Associate Attorney or Junior Partner

Job Overview

A law firm seeks a Senior Associate Attorney or Junior Partner in Phoenix, AZ, with significant experience in estate and wealth planning, trust and estate administration, and business succession planning. The candidate will advise high-net-worth individuals, families, and business owners on complex estate planning strategies, trust modifications, charitable giving, and succession planning. An active bar license in California and/or Arizona is a plus. A hybrid work structure is available.

Duties

• Advise on complex estate and wealth transfer strategies.
• Manage asset protection structures and trust administration.
• Oversee business succession planning.
• Develop charitable and philanthropic strategies.
• Draft and implement planning documents, including trusts and agreements.
• Collaborate with CPAs, wealth advisors, and family office teams.
• Assist with family governance and multigenerational planning.
• Identify and advise on tax issues.
• Conduct legal and financial audits of client structures.

Requirements

• J.D. from an accredited law school; strong academic record.
• 7+ years of experience in estate planning and trust administration.
• Deep knowledge of federal estate, gift, and tax rules.
• Proven ability to work with high-net-worth clients.
• Excellent drafting and communication skills.
• Experience with complex family dynamics.
• Self-starter in a fast-paced, collaborative environment.

Education

• J.D. from an accredited law school.

Certifications

• Active bar license in any U.S. jurisdiction; California and/or Arizona preferred.

Skills

• Advanced estate planning and tax techniques.
• Strong analytical and verbal communication skills.
• Experience with asset protection and entity structuring.
• Background in accounting or finance is beneficial.

Benefits

• Comprehensive benefits package including personal time off, firm-paid holidays, medical/dental/vision insurance, and 401(k).