An established Estate Planning Group in Wheaton, Illinois, is seeking an experienced Estate Planning Attorney / Senior Associate with approximately 5–10+ years of estate planning and estate administration experience.
The ideal candidate will have a strong background in sophisticated estate planning, estate and trust administration, tax planning, and general business counseling, with high-net-worth client experience strongly preferred. This is a client-facing opportunity requiring strong drafting, analytical, organizational, financial, and relationship-management skills.
Key Responsibilities
Advise high-net-worth clients on sophisticated estate planning and wealth transfer strategies.
Develop tax-efficient estate and gift tax planning strategies.
Draft and review wills, trusts, powers of attorney, and related estate planning documents.
Handle estate and trust administration matters from start to finish.
Provide general business advice as part of broader client representation.
Work directly with clients, families, fiduciaries, accountants, and other professional advisors.
Develop and maintain relationships with estate planning referral sources.
Manage multiple matters, deadlines, and competing priorities.
Conduct detailed legal and tax analysis and provide practical guidance to clients.
Qualifications
J.D. from an accredited law school.
Active Illinois bar admission, or ability to become licensed in Illinois.
5–10+ years of estate planning and estate administration experience.
Sophisticated estate planning and tax planning experience.
Experience with general business counseling.
Strong drafting, analytical, and organizational skills.
Strong financial or accounting background preferred.
Significant client and referral-source interaction experience.
Professional, polished, and service-minded approach.
Compensation & Benefits
The base salary is $150,000–$170,000+, depending on experience, qualifications, and overall fit. An incentive bonus structure is also available based on fees collected less the attorney's overhead.
Benefits include medical, dental, and vision insurance, disability and life insurance, HSA/FSA options, 401(k) with profit sharing, paid vacation, sick days and holidays, partially paid parental leave, and certain reimbursement programs.
Work Arrangement
This is an on-site position in Wheaton, Illinois, with significant client contact and referral-source interaction. The role requires the ability to manage multiple matters and deadlines while maintaining a high level of client service.
Salary Range: $150,000–$170,000
Reference: 148559
Numbers & Facts
Location
Wheaton, IL
Skills
Accountingunmatched
Administrative Skillsunmatched
Analysis Skillsunmatched
Attorneyunmatched
Business Planunmatched
Compensation and Benefitsunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Estate Planningunmatched
High Net Worthunmatched
Legalunmatched
Organizational Skillsunmatched
Strategic Planningunmatched
Tax Accountingunmatched
Tax Planningunmatched
Time Managementunmatched
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