Senior Estate Planning Attorney

Private Wealth Law Group | Salt Lake City, Utah | In-Office

About Our Firm

Private Wealth Law Group serves business owners, entrepreneurs, and high-net-worth individuals and families through sophisticated legal planning and long-term advisory relationships.

Our attorneys work alongside tax and insurance professionals to help clients coordinate their estate plans, business interests, and personal wealth.

About the Role

We are seeking a Senior Estate Planning Attorney with extensive experience designing and implementing sophisticated estate plans for high-net-worth individuals, families, and business owners.

This position requires substantial experience beyond foundational wills and revocable trusts. The ideal candidate can independently evaluate complex estates, develop advanced planning strategies, draft the necessary documents, and guide clients through implementation.

We are looking for an attorney who combines technical depth with practical judgment and can explain complex strategies clearly, build trusted relationships, and take ownership of client matters from beginning to end.

Responsibilities

Sophisticated Estate & Wealth Transfer Planning

• Design and implement customized estate plans for high-net-worth individuals, families, and business owners.
• Advise clients on federal estate, gift, and generation-skipping transfer tax considerations.
• Develop strategies for lifetime gifting, multigenerational wealth transfers, charitable planning, and asset protection.
• Draft and review sophisticated revocable and irrevocable trusts, wills, powers of attorney, advance health care directives, and related documents.
• Evaluate and implement advanced planning structures, including spousal lifetime access trusts, irrevocable life insurance trusts, grantor trusts, grantor retained annuity trusts, and charitable trusts, as appropriate.
• Review existing estate plans and recommend changes based on clients’ goals, family circumstances, asset structures, and applicable law.

Business Succession & Coordinated Planning

• Develop estate and succession plans for owners of closely held businesses.
• Coordinate the transfer of business interests with the client’s broader estate and wealth transfer strategies.
• Collaborate with business attorneys, tax professionals, financial advisors, valuation professionals, and insurance professionals.
• Guide and coordinate trust funding, asset titling, and beneficiary designation updates.

Client Relationships & Matter Management

• Independently lead client meetings, identify planning priorities, and present clear recommendations.
• Explain complex legal and tax concepts in understandable, practical terms.
• Manage planning engagements from initial consultation through drafting, execution, and implementation.
• Provide proactive communication about progress, outstanding decisions, and next steps.
• Maintain organized matter files, accurate billing records, and daily time entries.

Technical Leadership & Collaboration

• Serve as a resource to colleagues on sophisticated estate planning matters.
• Review documents and planning strategies for accuracy, consistency, and alignment with client objectives.
• Stay current on developments affecting estate, gift, and generation-skipping transfer tax planning.
• Contribute to the ongoing improvement of the firm’s planning processes, document quality, and client experience.

Required Qualifications

• Juris Doctor (J.D.) from an accredited law school.
• Active membership in good standing with the Utah State Bar.
• Extensive estate planning experience, including a substantial record of independently handling sophisticated planning for high-net-worth clients.
• Demonstrated experience designing, drafting, and implementing advanced irrevocable trust and wealth transfer strategies.
• Strong working knowledge of federal estate, gift, and generation-skipping transfer tax principles and their application to client planning.
• Experience integrating closely held business interests into estate and succession plans.
• Ability to independently lead complex engagements and exercise sound judgment about when to involve other specialists.
• Excellent drafting, analytical, and problem-solving skills.
• Ability to present sophisticated strategies clearly and confidently to clients.
• Strong organization, attention to detail, responsiveness, and follow-through.
• An LL.M. in Taxation or Estate Planning and experience with complex trust administration are preferred.

Performance Expectations

• Meet an annual expectation of 1,800 billable hours, with a monthly target of 150 hours. The firm provides sufficient client work to support this expectation.
• Enter time daily and maintain accurate, complete billing and matter records.
• Deliver technically sound legal work and thoughtful, practical recommendations.
• Manage matters efficiently and consistently meet deadlines.
• Keep clients and colleagues informed throughout each engagement.
• Take ownership of completing and implementing client plans.
• Contribute to a collaborative team through sound judgment, accountability, and knowledge sharing.
• Why Join Private Wealth Law Group?
• Handle sophisticated estate planning matters for high-net-worth individuals, families, and business owners.
• Develop lasting client relationships as a trusted advisor.
• Work with an established client base and sufficient planning work to support production expectations.
• Collaborate with attorneys and affiliated tax and insurance professionals.
• Apply your expertise while helping shape the continued growth and quality of our estate planning practice.

Compensation & Benefits

Competitive compensation based on experience and qualifications.

Our benefits package includes

Medical, dental, and vision insurance

401(k)

Paid time off and paid holidays

Professional dues and CLE support

Work Environment

This is an in-office position in Salt Lake City, Utah. We value collaboration, accessibility, excellent client service, and attorneys who take pride in delivering thoughtful, thorough work.