A well-established boutique law practice is seeking an experienced Senior Trusts & Estate Planning Attorney to join its team in North Dallas. This position is suited to a lawyer who combines sophisticated technical knowledge with strong client relationships and an interest in helping expand a successful practice.
The role offers the opportunity to work directly with affluent families, entrepreneurs, and business owners on complex planning matters while helping shape the firm’s future direction. The firm provides established operational support, a collaborative legal team, and the opportunity for an attorney to develop a meaningful role in both client service and business growth.
Compensation, Benefits & Flexibility
The firm offers a competitive compensation package designed to recognize experience, client relationships, and contributions to practice development.
- Base salary of $150,000-$175,000+, depending on qualifications
- Additional performance-based incentives, including consideration of business development contributions
- Medical, dental, and vision coverage
- Short-term disability insurance
- 401(k) plan with employer matching
- Paid vacation, personal time off, and holidays
- Hybrid flexibility to support a balance between office collaboration and independent work
- Administrative and marketing resources to help attorneys focus on legal work and client relationships
Qualifications
The successful candidate will be an established estate planning professional who can independently manage complex matters, communicate confidently with sophisticated clients, and contribute to the firm’s continued development.
Candidates should offer:
- J.D. from an accredited law school and an active Texas law license in good standing
- 8+ years of relevant legal experience in estate planning, tax planning, business planning, or a related field
- Significant experience designing and implementing sophisticated irrevocable trusts and comprehensive estate plans
- Texas Board Certification in Estate Planning and Probate Law, or qualifications and experience that meet the applicable eligibility criteria
- Track record of building client confidence and managing sensitive family and financial matters
- Existing referral network, established or developing book of business, or the ability to cultivate new professional relationships
- Practical, commercially minded approach to advising clients and developing long-term business opportunities
Experience serving high-net-worth individuals and families, advising business owners on succession planning, and structuring tax-efficient wealth transfers will be particularly valuable.
Key Responsibilities
- Wealth preservation: Develop tailored plans addressing asset protection, multigenerational wealth transfers, charitable objectives, and family legacy considerations
- Advanced trust structures: Prepare and implement complex irrevocable trusts, gifting arrangements, and estate tax planning strategies
- Business owner advisory: Help clients plan for ownership transitions, business continuity, and succession across generations
- Client relationship management: Lead planning discussions, explain complex recommendations in accessible terms, and navigate emotionally sensitive decisions with discretion
- Administration and coordination: Guide trust and estate administration matters and coordinate with relevant professional advisers to support effective execution
- Referral development: Strengthen relationships with professional referral sources and identify opportunities to expand services for existing and prospective clients
- Practice leadership: Collaborate with firm leadership on service development, business strategy, and operational improvements
- Team contribution: Share expertise and work alongside colleagues, including attorneys with experience in probate, guardianship, and related litigation
The Environment
The practice combines the personalized service of a boutique firm with contemporary legal technology and established business resources. Attorneys have access to administrative and marketing support, allowing them to devote greater attention to complex legal issues and client needs.
The working culture values professional independence, thoughtful communication, collaboration, and sustainable working practices. The firm is looking for an attorney who can exercise sound judgment, understand the human dynamics behind estate planning decisions, and build lasting relationships with clients who expect a high level of personal service.
Why Consider This Opportunity
For an experienced attorney, this is an opportunity to take on sophisticated planning engagements while gaining a meaningful voice in the development of a growing practice. The position combines technical legal work with relationship building, leadership, and the potential to expand an existing professional network with the support of an established firm.
Attorneys who enjoy working in a smaller practice environment, appreciate a high-touch client service model, and want to contribute beyond the delivery of legal documents are encouraged to explore the opportunity.