Partner – High Net Worth Estate Planning

Location: Grand Rapids
Posted on: June 23, 2025

Job Description:

High-end clients, complex trusts, zero micromanagement. This Jobot Job is hosted by: Hunter Dahlstrom Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $225,000 - $330,000 per year A bit about us: We’re a tight-knit, well-respected team that handles estate plans for people with real assets — generational wealth, not just “I have a house and a Roth.” You’ll step into meaningful client relationships, collaborative colleagues, and a culture that values autonomy and top-tier work without the ego trip. If you want a firm that actually trusts its people, this is it. Apply here and contact Hunter Dahlstrom directly for details at https://apply.jobot.com/jobs/partner-high-net-worth-estate-planning/225777625/?utm_source=CareerBuilder or 248.636.2434 (direct cell ) Why join us? Lead meaningful, sophisticated client work with minimal red tape Autonomy and flexibility — remote options for the right person Stable, longstanding book and referral stream Warm team, low turnover, and strong support from paralegals High-value clients who expect — and pay for — top-tier service Casual, sane hours with serious work Strong mentoring culture if you like to teach, or just do your thing if you don’t Job Details Draft estate planning docs: revocable & irrevocable trusts, wills, POAs, GRATs, QPRTs, GST/Dynasty setups Handle complex estate/trust administration — ideally with no hand-holding Advise on estate, gift, and income tax strategies for HNW clients Draft prenuptial agreements and business succession docs Advise on corporate matters — ops agreements, buy-sells, etc. Client-facing role: build trust, guide families, manage expectations Mentor associates, delegate well, and keep projects moving Barred in Michigan with 8 years of experience required Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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