Estate Planning Partner
Summary
Advise high-net-worth individuals, families, and business owners on estate, trust, tax, and succession planning; draft wills, trusts, and powers of attorney. Requires a J.D., active Illinois Bar membership, 5+ years' trusts and estates experience, and U.S. work authorization without sponsorship.
Highlights
- Benefits
- Business development support, professional growth, work-life balance
- Work Arrangement
- Hybrid
- Experience
- 5+ years trusts and estates experience; HNW client advising
- Education
- Juris Doctor (J.D.) from an accredited law school
- License Required
- Active Illinois Bar membership in good standing
- Type
- Full-Time
Job description
Estate Planning Partner
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
Join a thriving private wealth practice where you'll advise high-net-worth individuals, families, and business owners on sophisticated estate planning, wealth preservation, and succession planning matters. This shareholder-level opportunity offers significant autonomy, direct client relationships, and the ability to help shape and grow a highly collaborative practice. You'll work alongside experienced attorneys serving complex planning needs while enjoying long-term leadership and practice-building opportunities within a collegial environment.
Key Responsibilities
- Advise high-net-worth individuals, families, and business owners on comprehensive estate, trust, tax, and succession planning strategies.
- Draft and review sophisticated estate planning documents, including wills, revocable trusts, irrevocable trusts, powers of attorney, and related wealth transfer instruments.
- Counsel clients regarding estate, gift, and generation-skipping transfer tax planning.
- Handle trust and estate administration matters, including post-death planning and fiduciary guidance.
- Collaborate with clients' financial advisors, accountants, and other professionals to develop customized wealth preservation strategies.
Qualifications / Nice to Have
Must Have
- Juris Doctor (J.D.) from an accredited law school.
- Active Illinois Bar membership in good standing.
- 5+ years of trusts and estates experience.
- Experience advising high-net-worth individuals and families.
- Experience drafting wills, trusts, powers of attorney, and sophisticated estate planning documents.
- Knowledge of federal and state estate, gift, and trust tax laws.
Nice to Have
- Estate and trust administration experience.
- Experience preparing or reviewing federal gift and estate tax returns.
- Experience advising closely held business owners on succession planning.
- Existing referral sources or business development experience.
Benefits
- Typical total compensation opportunity of $275K-$350K+, with upside tied to both production and origination
- Director compensation is driven by both originated revenue and personal production
- Annual profit-sharing contributions historically ranging from $10K-$28K
- Flexible hybrid work arrangement
- Clear and transparent path from Non-Equity Partner to Equity Partner
- Strong business development support, sophisticated matters, and a culture that values both professional growth and work-life balance
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.
Salary
$27500 - $350000 USD per year