Trusts & Estates Partner
- USD 400,000 to 700,000 per year
- Remote, worldwide
- Senior
- Posted 7 days ago
or apply from Claude / ChatGPT / Muse
Partner-level trusts and estates role for a lawyer with a portable book of high-net-worth clients, remote, joining a firm focused on bespoke planning rather than volume work.
About the role
Suits an established private wealth lawyer who wants a national platform and internal tax, corporate, real estate and litigation support behind them. The practice centers on complex, multi-jurisdictional and multi-generational planning for wealthy families and family offices.
At a glance
- Pay
- USD 400,000 to 700,000 per year
- Remote scope
- Remote, worldwide
- Seniority
- Senior
- Skills
- Estate planning, Wealth transfer planning, Fiduciary matters, Family offices
- Posted
- 22 Oct 2026
- Last checked
- 29 Oct 2026
What you will do
- Structure family offices and private investment entities, and handle trust formation, administration and fiduciary matters
- Work with tax, corporate, real estate and litigation partners on integrated client solutions
What they look for
- A portable book of business of $750K or more
- Partner-level experience in trusts and estates, or senior counsel clearly on a partner track
- A practice built on high-net-worth clients rather than high-volume or commoditized estate planning
- A client base or presence in key private wealth markets such as Florida, Texas, New York or California
- A collaborative, entrepreneurial approach to growing a practice and working with other partners
Nice to have
- Experience with family offices or private investment structures
- Cross-border or international estate planning background
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
Apply with Keywordise AI7-day free trial, no card.
Apply from your AI assistant
Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job epmqfjpwz5Questions about this job
Is this job fully remote, and from where?
Yes. The posting lists Trusts & Estates Partner as a remote role open to candidates worldwide.
What does this job pay?
The posting states USD 400,000 to 700,000 per year.
What experience is needed?
It is a senior role. The posting asks for: a portable book of business of $750K or more; partner-level experience in trusts and estates, or senior counsel clearly on a partner track; a practice built on high-net-worth clients rather than high-volume or commoditized estate planning. Skills it names include Estate planning, Wealth transfer planning, Fiduciary matters, Family offices.
How do I apply with Keywordise AI?
Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.
More remote business and finance jobs
- A large financial services firmBenefits and Planning Consultant, South Atlantic Region
- USD 66,000 to 125,000 per year
- Remote, United States
- ZZscalerPrincipal Strategy Architect
- Remote, United States
- A bootstrapped consumer brands and customer acquisition companyHead of HR
- USD 170,000 to 190,000 per year
- Remote, United States
- IInstacartSenior Financial Insights Analyst
- Remote, United States
- An independent claims administration firmSenior Liability Examiner
- CAD 67,200 to 93,300 per year
- Remote, Canada
- BGThe Baldwin GroupRetirement Consultant
- Remote, United States