Trusts & Estates Attorney - Chicago or Milwaukee
Senior Trusts & Estates Attorney (High Net Worth Focus)
Overview
A highly regarded and long-established wealth planning platform is seeking a Senior Trusts & Estates Attorney to join its growing practice. This group has deep roots in sophisticated estate planning and wealth management and has built one of the most prominent Trusts & Estates practices within its market.
The team continues to evolve with a focus on innovation, including the integration of technology and AI tools to enhance client service and streamline drafting processes.
The Opportunity
This role is designed for a senior-level practitioner who is passionate about high net worth estate planning and enjoys working on complex, strategic matters.
- Join a well-established team with a strong pipeline of high net worth work
- Opportunity to step into a leadership capacity, if desired
- Ability to focus on substantive planning work, rather than purely administrative tasks
- Collaborate with a strong mid-level bench seeking mentorship and guidance
- Flexible structure for individuals interested in either leadership or a senior specialist track
Key Responsibilities
- Advise high net worth individuals and families on sophisticated estate and wealth transfer strategies
- Draft and review complex estate planning documents
- Partner with internal stakeholders on wealth management planning and client strategy
- Serve as a senior technical resource and mentor to junior and mid-level professionals
- Build and maintain strong client relationships through clear, thoughtful communication
Team & Culture
- Collaborative, multi-office team with consistent alignment and communication
- Regular team meetings focused on both technical development and knowledge sharing
- Strong emphasis on responsiveness, communication, and relationship-building
- A culture that values both technical excellence and client service
Innovation & Growth
- Active investment in AI and automation tools to enhance efficiency and client experience
- Development of advanced systems integrating client data collection with document generation
- Continued expansion of the practice, including adjacent areas such as fiduciary matters
Ideal Candidate Profile
- Significant experience in Trusts & Estates, with emphasis on high net worth planning
- Strong drafting and analytical skills
- Excellent communication and client-facing ability
- Interest in mentoring and contributing to team development
- Leadership interest is a plus, but not required
- Portable business is not required, though welcomed
Additional Highlights
- Established platform with consistent deal flow. Ample work available for the right candidate
- Opportunity for long-term growth and impact within the practice
- Supportive environment for senior attorneys looking to continue practicing at a high level
FAQs
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