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Estate Planning Partner

  • Estate Planning Partner job type Posted on: Oct 27, 2026
  • Estate Planning Partner experience level Everforth, Cybercoders
  • Estate Planning Partner employment type Chicago, Illinois
  • Estate Planning Partner salary Salary: $235,000 per year
  • Estate Planning Partner employment type Onsite
  • Estate Planning Partner salary Full-time
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Job Title :

Estate Planning Partner

Job Type :

Full-Time

Job Location :

Chicago Illinois United States

Remote :

No

Jobcon Logo Job Description :

View Full Description

Job Description

Job Description
Estate Planning Partner
Join a thriving private wealth practice where you'll advise high-net-worth individuals, families, and business owners on sophisticated estate planning, wealth preservation, and succession planning matters. This shareholder-level opportunity offers significant autonomy, direct client relationships, and the ability to help shape and grow a highly collaborative practice. You'll work alongside experienced attorneys serving complex planning needs while enjoying long-term leadership and practice-building opportunities within a collegial environment.

 

Key Responsibilities

  • Advise high-net-worth individuals, families, and business owners on comprehensive estate, trust, tax, and succession planning strategies.
  • Draft and review sophisticated estate planning documents, including wills, revocable trusts, irrevocable trusts, powers of attorney, and related wealth transfer instruments.
  • Counsel clients regarding estate, gift, and generation-skipping transfer tax planning.
  • Handle trust and estate administration matters, including post-death planning and fiduciary guidance.
  • Collaborate with clients' financial advisors, accountants, and other professionals to develop customized wealth preservation strategies.

Qualifications / Nice to Have

Must Have
  • Juris Doctor (J.D.) from an accredited law school.
  • Active Illinois Bar membership in good standing.
  • 5+ years of trusts and estates experience.
  • Experience advising high-net-worth individuals and families.
  • Experience drafting wills, trusts, powers of attorney, and sophisticated estate planning documents.
  • Knowledge of federal and state estate, gift, and trust tax laws.
Nice to Have
  • Estate and trust administration experience.
  • Experience preparing or reviewing federal gift and estate tax returns.
  • Experience advising closely held business owners on succession planning.
  • Existing referral sources or business development experience.

Benefits

- Base compensation: $235,000 - $300,000
- Additional compensation through income origination and income allocation
- Annual profit-sharing contributions historically ranging from $10,000 - $28,000
- Flexible hybrid work arrangement
- Opportunity to collaborate with an experienced team of attorneys across multiple practice areas
- Clear and transparent path from Non-Equity Partner to Equity Partner
- Strong business development support, sophisticated matters, and a culture that values both professional growth and work-life balance
 
Partnership Levels
  • Non-Equity Partner: Generally targeted toward attorneys with a portable book of business of $250,000+.
  • Equity Partner: Generally targeted toward attorneys with a portable book of business of $750,000+.
  • Attorneys with smaller books of business who possess a strong desire to grow their practice are encouraged to apply.
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 09/11/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Salary

$235000 - $300000 USD per year

#ENGT2

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Jobcon Logo Position Details

Posted:

Oct 27, 2026

Reference Number:

37f5a984da1558fd

Employment:

Full-time

Salary:

$235,000 per year

City:

Chicago

Job Origin:

ziprecruiter

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Job Description

Job Description
Estate Planning Partner
Join a thriving private wealth practice where you'll advise high-net-worth individuals, families, and business owners on sophisticated estate planning, wealth preservation, and succession planning matters. This shareholder-level opportunity offers significant autonomy, direct client relationships, and the ability to help shape and grow a highly collaborative practice. You'll work alongside experienced attorneys serving complex planning needs while enjoying long-term leadership and practice-building opportunities within a collegial environment.

 

Key Responsibilities

  • Advise high-net-worth individuals, families, and business owners on comprehensive estate, trust, tax, and succession planning strategies.
  • Draft and review sophisticated estate planning documents, including wills, revocable trusts, irrevocable trusts, powers of attorney, and related wealth transfer instruments.
  • Counsel clients regarding estate, gift, and generation-skipping transfer tax planning.
  • Handle trust and estate administration matters, including post-death planning and fiduciary guidance.
  • Collaborate with clients' financial advisors, accountants, and other professionals to develop customized wealth preservation strategies.

Qualifications / Nice to Have

Must Have
  • Juris Doctor (J.D.) from an accredited law school.
  • Active Illinois Bar membership in good standing.
  • 5+ years of trusts and estates experience.
  • Experience advising high-net-worth individuals and families.
  • Experience drafting wills, trusts, powers of attorney, and sophisticated estate planning documents.
  • Knowledge of federal and state estate, gift, and trust tax laws.
Nice to Have
  • Estate and trust administration experience.
  • Experience preparing or reviewing federal gift and estate tax returns.
  • Experience advising closely held business owners on succession planning.
  • Existing referral sources or business development experience.

Benefits

- Base compensation: $235,000 - $300,000
- Additional compensation through income origination and income allocation
- Annual profit-sharing contributions historically ranging from $10,000 - $28,000
- Flexible hybrid work arrangement
- Opportunity to collaborate with an experienced team of attorneys across multiple practice areas
- Clear and transparent path from Non-Equity Partner to Equity Partner
- Strong business development support, sophisticated matters, and a culture that values both professional growth and work-life balance
 
Partnership Levels
  • Non-Equity Partner: Generally targeted toward attorneys with a portable book of business of $250,000+.
  • Equity Partner: Generally targeted toward attorneys with a portable book of business of $750,000+.
  • Attorneys with smaller books of business who possess a strong desire to grow their practice are encouraged to apply.
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 09/11/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Salary

$235000 - $300000 USD per year

#ENGT2

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