Estate Planning Associate Attorney

About the job Estate Planning Associate Attorney

Pay: $130,000.00 - $185,000.00 per year

Why This Is a Great Opportunity

• Work directly with high net worth individuals, business owners, and family offices on sophisticated estate planning and tax strategies
• Join a tight-knit boutique team of attorneys and tax professionals who invest heavily in mentoring and professional development
• Build a broad skill set across estate planning, trust administration, corporate, real estate, and tax matters instead of being siloed in one niche
• Hybrid schedule with a beautiful downtown Chicago office plus work from home flexibility
• Clear path to grow into a trusted advisor and eventually maintain a sophisticated, long-term legal practice

• Draft wills, trusts, powers of attorney, and related estate planning documents for high net worth clients
• Advise families and business owners on gift and estate tax planning, wealth transfer strategies, and family business succession planning
• Handle trust and estate administration matters, including coordination with fiduciaries, beneficiaries, and advisors
• Form and maintain business entities, including corporations, LLCs, and partnerships, and assist with ongoing corporate governance
• Participate in real estate closings and related documentation for clients personal and business transactions
• Prepare or help oversee preparation of federal and Illinois estate tax returns and federal gift tax returns
• Collaborate closely with attorneys, tax professionals, and other advisors in a highly team-oriented environment
• Build trusted client relationships and gradually develop your own sophisticated estate planning and business practice under partner mentorship

• Juris Doctor degree from an accredited law school
• Active Illinois bar license in good standing
• 2+ years of experience in estate planning, tax, trust and estate administration, or closely related corporate and business matters
• Exposure to or interest in gift and estate tax planning and family business succession planning
• Strong drafting skills and attention to detail with complex documents and tax-driven structures
• Comfort working with high net worth individuals, families, and business owners
• Eagerness to develop a broad practice that spans estate planning, tax, corporate, and real estate matters
• Excellent communication skills and a collaborative, client-service mindset

• Work side by side with highly accomplished attorneys and tax professionals who are recognized leaders in their field
• Join a truly collegial environment where people stay long term and invest in each others growth
• Handle sophisticated, multi-generational planning matters for clients who value strategic, creative solutions
• Enjoy a stable, boutique setting with real work life balance, not a churn and burn big firm culture
• Competitive salary, incentive bonus potential, and comprehensive benefits package

• Dental insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance