Job Description

Pay: $95,000.00 - $165,000.00 per year

Why This Is a Great Opportunity

• Join a sophisticated private wealth and legal environment serving high- and ultra-high-net-worth clients on meaningful estate planning matters.
• Work closely with experienced professionals on trusts, estate plans, wealth transfer strategies, and closely held business planning.
• Build your estate planning career in a high-trust, client-facing role where attention to detail and strong judgment truly matter.
• Gain exposure to complex planning work in a polished, growth-oriented professional setting.
• Be part of a stable, well-established organization where your work has direct impact on clients and long-term outcomes.

Location: This is a full-time, on-site opportunity in Salt Lake City, Utah, ideal for someone who wants close collaboration with attorneys, leadership, and support staff in a professional office environment.

Note: Must be actively licensed and in good standing with the Utah State Bar and have at least 1+ year of estate planning experience, including drafting or supporting trusts, wills, and related planning documents.

About Us

We are a well-established private wealth organization serving high- and ultra-high-net-worth clients in a high-trust, detail-driven environment. Our team values professionalism, discretion, strong client service, and thoughtful legal work that helps clients protect what they have built. We are looking for an attorney who is polished, organized, and motivated to grow within a sophisticated estate planning practice. Confidential Employer.

Job Description

• Draft estate planning documents including wills, revocable trusts, irrevocable trusts, powers of attorney, and healthcare directives
• Support clients with wealth transfer, trust planning, and broader estate planning strategies
• Review client financial and family information to help develop tailored planning recommendations
• Communicate with clients, advisors, and internal team members in a polished and professional manner
• Help manage estate planning matters from intake through document execution
• Collaborate with attorneys and staff on planning strategy, document revisions, and client service
• Maintain organized files, matter notes, and document workflows
• Contribute to a high-touch client experience built on responsiveness, accuracy, and discretion
• Assist with related business succession, entity planning, and asset coordination matters as needed

Qualifications

• J.D. from an accredited law school
• Active Utah State Bar license and good standing required
• 1+ year of estate planning experience required
• Experience drafting or substantially supporting trusts, wills, powers of attorney, and related estate planning documents
• Strong writing, organization, and attention to detail
• Professional communication style and client-service mindset
• Ability to manage multiple matters in a deadline-driven professional environment
• Experience with high-net-worth clients, tax-sensitive planning, business succession, or private wealth matters is preferred

Why You Will Love Working Here

This is an excellent opportunity to deepen your estate planning experience in a sophisticated private wealth setting where the work is meaningful and the clients value thoughtful guidance. You will have the chance to grow your skills, work alongside experienced professionals, and contribute in a high-quality, team-oriented environment. It is a strong fit for someone who wants long-term professional growth in estate planning rather than a volume-driven practice.

JPC-1060

Benefits:

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

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