# Estate Planning Attorney-High-Net-Worth Clients

**Company:** [Hancock Martin](null/companies/oD5tfQrVKxwUC18iehJdvA.md)
**Location:** Remote
**Workplace:** remote
**Employment type:** Contract
**Department:** Attorney Jobs

[Apply for this job](null/view/bb7b1285-9aa0-4a0f-b94d-9d9ea9808f17)

## Description

**About the Role**

We are seeking an experienced **Estate Planning Attorney** to join our firm and support complex planning matters for **high‑net‑worth individuals, families, and business owners**. This role requires deep technical expertise, exceptional drafting skills, and the ability to collaborate closely with tax professionals, financial advisors, and internal legal teams to design sophisticated wealth‑transfer strategies.

**Core Responsibilities**

-   **Design and Draft Estate Planning Documents** Prepare and review trusts, wills, powers of attorney, advanced directives, gifting documents, and related instruments with precision and compliance.
-   **Develop Advanced Wealth‑Transfer Strategies** Structure and implement sophisticated planning vehicles including irrevocable trusts, GRATs, IDGTs, charitable trusts, family partnerships, and multi‑entity planning.
-   **Tax‑Integrated Estate Planning** Evaluate estate, gift, income, and generation‑skipping tax implications; collaborate with CPAs and tax attorneys to optimize tax‑efficient outcomes.
-   **Client Advisory & Relationship Management** Conduct client consultations, explain complex planning concepts clearly, and guide clients through decision‑making with professionalism and empathy.
-   **Business Succession & Asset Protection Planning** Advise on entity structuring, ownership transfers, buy‑sell agreements, and strategies to protect family wealth across generations.
-   **Review Financial & Legal Documents** Analyze tax returns, financial statements, business documents, and trust accounting to ensure alignment with estate planning goals.
-   **Compliance & Legal Research** Stay current on federal and state tax laws, probate rules, trust administration requirements, and regulatory changes impacting HNW clients.
-   **Collaborate Across Professional Disciplines** Work closely with internal attorneys, CPAs, financial advisors, and external professionals to deliver integrated planning solutions.
-   **Support Trust Administration & Probate** Provide guidance on trust funding, asset titling, fiduciary duties, and probate filings when required.

## Requirements

**Qualifications**

-   Juris Doctor (JD) from an accredited law school
-   Active bar license in good standing (state-specific)
-   **5–10+ years of experience** in estate planning, tax planning, or related practice areas
-   Strong drafting skills and mastery of trust and estate planning instruments
-   Deep understanding of estate, gift, GST, and income tax principles
-   Experience working with HNW individuals and complex asset structures
-   Excellent communication, analytical, and client‑facing skills
-   Preferred: LL.M. in Taxation, CFP®, CPA, or experience in tax‑driven planning environments

## Benefits

**Role Details**

-   Full‑time or flexible arrangement depending on experience
-   Remote work
-   Compensation is 20% of estate planning fee ($10-$100K)
-   Collaborative, growth‑oriented environment with sophisticated client matters
