Trusts & Estates Partner

SIVAD Consulting

. Lead and grow a partner-level trusts and estates practice .

Posted 10/21/2026full-timeRemote • United StatesSeniorLead💰 $400,000 - $700,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Trusts and Estates law, with a focus on high-net-worth and ultra-high-net-worth individuals. Proven ability to develop complex estate and wealth transfer plans while fostering collaborative relationships with clients and other professionals.

Highest-signal resume keywords

Trusts And Estates LawHigh-Net-Worth Estate PlanningCross-Border Estate PlanningSuccession PlanningJuris Doctor (JD)

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Estate PlanningWealth Transfer PlanningTrust FormationFiduciary MattersFamily Office StructuringPrivate Investment EntitiesComplex Estate PlanningCross-SellingClient Relationship ManagementBusiness Succession Planning

Soft Skills

Collaborative MindsetEntrepreneurial Approach

Certifications & Qualifications

Juris Doctor (JD)

Industry Keywords

High-Net-Worth IndividualsUltra-High-Net-Worth IndividualsPrivate Wealth MarketsFloridaTexasNew YorkCaliforniaFamily OfficeInvestment StructuresWealth Managers

About the role

Key responsibilities & impact

Lead and grow a partner-level trusts and estates practice
Advise high-net-worth and ultra-high-net-worth individuals and families on complex estate, gift, and wealth transfer planning
Structure and advise family offices and private investment entities
Counsel clients on trust formation, administration, and fiduciary matters
Develop succession plans for closely held businesses and investment structures
Address cross-border and international estate planning issues
Coordinate closely with tax, corporate, real estate, and litigation partners to deliver integrated client solutions
Build and maintain long-term advisory relationships with clients and their professional advisors

Requirements

What you’ll need

$750K+ portable book of business
Partner-level (or senior counsel with clear partner trajectory) experience in Trusts & Estates
A practice focused on high-net-worth and ultra-high-net-worth individuals, not high-volume or commoditized estate planning
8+ years of experience as a partner-level attorney in entertainment law
Geographic presence or client base in key private wealth markets (Florida, Texas, New York, California)
Experience with clients whose needs cross into other practice areas
Demonstrated experience with complex estate and wealth transfer planning
Collaborative mindset, interested in cross-selling with other partners
Entrepreneurial approach to growing their legal practice
Juris Doctor (JD) from an accredited law school
Family office or private investment structure experience preferred
Cross-border or international estate planning experience preferred
Existing relationships with accountants, wealth managers, or financial advisors preferred