About the role
Job Description
Who we are
We are an international law firm with a focus on private capital at the intersection of personal, family and business. Our ability to understand people makes us who we are. We work together to build deep and trusted relationships that deliver meaningful value to our clients. We do this with empathy, attention, and clarity. No jargon, no attitude. We know what matters. We are committed to running our business responsibly We recognize that our long-term success as a responsible business depends on the health and resilience of our people, our clients, our communities, and our natural environment. We are working hard to ensure that we make a positive contribution for all our stakeholders. As part of this, we are committed to developing an increasingly diverse, inclusive, and supportive workplace environment where everyone can bring their whole selves to work, feel valued, feel that they belong and can fulfil their potential. What we value Our values represent who we are as a Firm. They are designed to guide the way we think, behave, speak, collaborate, and do business.
Estate Planning/ Drafting Attorney, Connecticut
We are an international law firm advising private capital at the intersection of personal, family and business. Our US platform is expanding, offering high-quality cross-border work within a collaborative, internationally connected practice. We are seeking an experienced Estate Planner / Drafter to join our growing US Private Client & Tax practice in New Haven, Connecticut. This role offers the opportunity to join at an early stage in a growing international practice supporting attorneys in the preparation and delivery of bespoke estate planning documentation for high-net-worth individuals and families. The practice focuses on sophisticated estate planning for individuals and families, including taxable estates, wealth transfer strategies, and trust planning. This is an excellent opportunity for an attorney who enjoys the technical and strategic side of estate planning and wants to work on complex, high-net-worth planning matters in a collaborative environment. Roles and Responsibilities Document Drafting & Technical Delivery: Draft and prepare a full suite of estate planning documents, including: • Wills (including tax-planned structures) • Revocable and irrevocable trusts • Advanced wealth transfer planning documents • Powers of attorney and healthcare directives • Ancillary documents (e.g. deeds, funding schedules, assignment documents) • Customization of documentation based on attorney guidance, client intake data, and established firm templates • Preparation of complete estate planning packages, ensuring consistency across all documents Collaboration & Matter Support • Work closely with attorneys, financial advisors and clients to support the implementation of comprehensive estate planning strategies • Incorporate revisions and feedback efficiently, ensuring deadlines and client expectations are met • Liaise with internal stakeholders to gather information and ensure smooth progression of matters • Support junior drafters or paralegals where required, providing guidance on templates and firm drafting standards (where applicable at this level) Workflow, Systems & Process Contribution • Use estate planning software and firm templates to produce documents efficiently • Maintain organized document management, including version control and file integrity • Contribute to the refinement of templates, precedents, and internal drafting processes • Stay current with developments in estate planning practices, including relevant legal and tax considerations • Comply with all relevant legal and regulatory obligations including the New York and Connecticut • Assist with trust administration and estate settlement matters as needed • Review and analyze estate structures, asset titling, and tax considerations to support planning objectives Skills and Experience • An Associate Attorney admitted to the Connecticut or New York State Bar (with willingness to obtain the other jurisdiction) •
Minimum 3+ years’ experience drafting estate planning documents within a law firm or specialist legal environment • Deep knowledge of trust and estate administration and tax planning for high-net-worth clients • LL.M. in Taxation a plus Person Specification • Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner • Strong analytical and problem-solving skills • Ability to work with a moderate level of independence while appropriately escalating complex issues • Flexibility and adaptability in a fast-paced and changing environment • Collegial and responsive to feedback • Client-focused mindset with a track record of responsiveness and service excellence
Additional Information
All your information will be kept confidential according to EEO guidelines.
Thank You Arnold Avila Xceed Search (480) 419-1311 http://www.xceedsearch.com