Trusts and estates laterals, recruited nationwide.

Planning the move.

We start with your practice: estate planning, trust administration, fiduciary disputes, or family office work, and the kinds of clients you serve. Lateral Lock plans the search around those relationships.

• Matching the client base.Estate-planning documents, trust administration, fiduciary litigation, and family-office work are hired as different private-client practices. We target groups whose client base and services fit yours.
• Researching each firm.We look at the kinds of clients each private client group serves and how its planning and administration work is organized.
• Accurate materials.We order the resume the way a private-client group reads a practice: planning, administration, or disputes, then the kinds of clients you serve. You approve every resume edit before the resume goes out. The cover letter leads with the work that firm prioritizes and goes out with the submission unless you ask to see it first.
• Confidential and careful.Introductions go out only with your consent. We prepare the interviews and help negotiate the offer.