Specialities · November 2026

Trusts and Estate Administration 2026: A Small-Firm Talent Pool

Trusts and estate administration recruits from small firms: firms under 150 lawyers were the previous firm for 20.7% of movers over 3 years, 1.8 times the market's 11.4%. The hiring side leans smaller too, with firms of 150-399 lawyers taking 30.5% of joiners against 13.3% market-wide.

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01 Key facts

The short version

  • Over 3 years, 20.7% of trusts and estate administration movers left firms under 150 lawyers, against 11.4% market-wide.
  • Firms of 150-399 lawyers took 30.5% of trusts and estate administration joiners in 12 months, against 13.3% across all practices.
  • Trusts and estate administration accounts for 52.9% of lateral moves in the private client and estates practice.
  • Disputes made up 89.0% of trust and estate matters on record over 3 years.
02 November 2026 edition

The analysis

For trusts and estates lawyers lateral hiring, the first question is where the candidates sit before they move. Sartori & Partners data show that over 3 years, 20.7% of trusts and estate administration lawyers who changed firms left a firm under 150 lawyers, against 11.4% of movers across all practices. That is 1.8 times the market's share. The speciality leans on small firms for talent far more than the market does, and a search list built only from firms of the hiring firm's own size misses a large part of the pool.

20.7%
of movers left firms under 150 lawyers, 3 years
11.4%
same share, all practices
30.5%
joined firms of 150-399 lawyers, 12 months
52.9%
of private client and estates moves

Firms under 150 lawyers supplied 20.7% of movers, against 11.4% in the market

The difference runs across the whole size scale, not only at the bottom. In the Sartori & Partners lateral database, firms of 1,000+ lawyers were the previous firm for 27.6% of trusts and estate administration movers over 3 years, against 56.6% market-wide. Firms of 150-399 lawyers supplied 28.9%, against 11.7%. Only the 400-999 lawyers band sits close to the market, at 22.8% against 20.3%.

Size of the firm left, 3 years: trusts and estate administration against all practices
Firm leftTrusts and estate administrationAll practices
1,000+ lawyers27.6%56.6%
400-999 lawyers22.8%20.3%
150-399 lawyers28.9%11.7%
under 150 lawyers20.7%11.4%

Its neighbors show the same tilt at a lower pitch. Firms under 150 lawyers were the previous firm for 18.8% of private client and estates movers and 20.0% of estate planning movers over the same 3 years. Of the three, trust and estate administration sits furthest from the market.

For a firm of 400-999 lawyers or 1,000+ lawyers, the consequence is a wider search list. The trust administrator or fiduciary litigator it wants is more often at a local firm or a boutique than at a peer, so the approach has to explain a move to a larger platform: rates, conflicts, support staff and the path to partnership.

On the hiring side, firms of 150-399 lawyers took 30.5% of joiners

The list of hiring firms departs from the market's own list in the same direction. Firms of 150-399 lawyers took 30.5% of trusts and estate administration joiners in the 12 months to October 2026, against 13.3% of all lateral moves. Firms under 150 lawyers took 14.9%, against 9.7%. Firms of 1,000+ lawyers, which hire 53.6% of the market's laterals, took 16.1% here.

Size of the firm joined, 12 months: trusts and estate administration against all practices
Firm joinedTrusts and estate administrationAll practices
1,000+ lawyers16.1%53.6%
400-999 lawyers38.5%23.4%
150-399 lawyers30.5%13.3%
under 150 lawyers14.9%9.7%

The tilt is not a one-year effect. Over 3 years, firms under 150 lawyers took 17.9% of the speciality's joiners against 8.6% market-wide, and firms of 1,000+ lawyers took 16.9% against 52.5%.

A firm of 1,000+ lawyers is a minority buyer in this speciality. Its real rival for a trust and estate lawyer is a firm of 150-399 lawyers or 400-999 lawyers with an established private client group, and an offer has to win that comparison, not the one against a global peer.

The speciality carries 52.9% of private client moves and the practice's deepest small-firm roots

Trust and estate administration is not a sideline of private client work. It accounts for 52.9% of private client and estates lateral moves, against 66.8% for estate planning; one lawyer can work in both, so the two shares overlap and are not a split of the practice.

Read by shares, the speciality hires more senior people than its practice. Partners made 37.3% of trust and estate administration moves in the 12 months, against 32.6% for the practice and 27.7% for the market. Firms of 150-399 lawyers took 30.5% of its joiners, against 24.2% in the practice and 29.5% in estate planning. And 18.1% of its movers joined at a higher title, against 12.9% market-wide.

For a private client head, the practical reading is that the administration bench leans further toward small firms than the planning bench, 20.7% of movers from firms under 150 lawyers against 20.0%, and is worth searching for on its own rather than as an add-on to an estate planning hire.

Disputes make up 89.0% of the speciality's matters on record

The work goes a long way to explain the small-firm pattern. Of the 100 trust and estate matters on record over 3 years, 89.0% were disputes, largely contests over wills, trusts and fiduciary conduct. Private wealth and family offices were the client industry on 36.0% of them, against 69.7% of estate planning's smaller set of matters.

Contested probate and fiduciary litigation is local court work, and much of it sits with smaller firms that know the local bench. These are counts of matters on record, not a measure of fees, and they do not rank the speciality against any other.

A firm hiring for trust administration should test candidates for courtroom work as well as drafting and accounting. A lateral from a small firm often arrives with contested-estate experience, and that skill is the reason to recruit from that part of the pool.

Boston, Miami and Chicago carry more of the speciality's moves than of the market's

Cities are read over 3 years, where the counts are large enough to compare. New York took 13.4% of trusts and estate administration moves, close to its 14.2% share of the market. Chicago took 6.6% against 4.0%, Boston 5.0% against 2.3%, and Miami 4.8% against 1.9%. Miami's share of the speciality is 2.5 times its share of the market.

City share of moves, 3 years: trusts and estate administration against all practices
CityTrusts and estate administrationAll practices
New York13.4%14.2%
Chicago6.6%4.0%
Los Angeles5.2%4.8%
Boston5.0%2.3%
Miami4.8%1.9%

Movers mostly stay where they are. In the 12 months, 20.5% of trusts and estate administration movers changed city, the same share as the market's 20.5%.

A firm in Boston, Miami or Chicago draws on a deeper local bench than the city's overall size suggests. A firm elsewhere should plan to hire in its own city, because relocation is no more common in this speciality than across the market.

Hiring at every level held flat while the partner count climbed

Sartori & Partners figures show the speciality's total holding steady. Trusts and estate administration hiring held flat (+12.8%) on settled 12-month windows, with 185 moves in the latest window against 164 in the one before. Partner hiring rose 44.7%, from 47 to 68, while market partner hiring rose 8.4%.

Trusts and estate administration lateral moves by year

2026 runs to October.

The direction matches the rest of private client work only in part: estate planning partner hiring rose 35.6%, while partner hiring across the practice held flat (+21.1%). Buyers are many but led by a short group. 111 firms hired at least one trust and estate lawyer in 12 months, and the ten most active took 25.1% of moves, against 12.9% for the market's top 10.

Most active trust and estate administration hirers, 12 months
RankFirmBand
1Taft Stettinius & Hollister6-10
2Shipman & Goodwin6-10
3FBT Gibbons3-5
4Gunster3-5
5Buchalter3-5
6Dorsey & Whitney3-5
7Birketts3-5
8Snell & Wilmer3-5
9Fox Rothschild3-5
10Holland & Knight3-5

Taft Stettinius & Hollister and Shipman & Goodwin head the list, each in the 6-10 band of hires. A firm outside this group should expect a credible candidate to be in more than one conversation, and should move from first meeting to offer quickly.

What this means for firms hiring trust and estate lawyers

Search small firms first. Firms under 150 lawyers were the previous firm for 20.7% of trusts and estate administration movers over 3 years, against 11.4% market-wide, so a list limited to peers of the hiring firm's size misses the part of the pool that sets this speciality apart.

Know the real competition. Firms of 150-399 lawyers took 30.5% of joiners in 12 months and firms of 400-999 lawyers 38.5%; a firm of 1,000+ lawyers bids against those platforms, and its offer needs a reason beyond scale.

Hire for the contested side. With disputes dominating the matters on record, the candidate who has run estate and trust litigation fits the bulk of the work better than one who has only administered estates.

Weigh the home-grown route. Firms promoted 43 trust and estate administration lawyers to partner in the 12 months to May 2026, after a median of 11.0 years in practice over 5 years. A firm that can wait that long can build; one that cannot is recruiting in a market where partner hiring rose 44.7%.

03 Questions

Questions readers ask

Where do candidates for trusts and estates lawyers lateral hiring work before they move?

Over 3 years, 20.7% of trusts and estate administration movers left firms under 150 lawyers, against 11.4% across all practices. Sartori & Partners data also show firms of 1,000+ lawyers supplied 27.6%, against 56.6% market-wide.

Which firms hire trust and estate administration lawyers?

Mostly mid-size firms: those of 400-999 lawyers took 38.5% of joiners in 12 months and those of 150-399 lawyers 30.5%. Firms of 1,000+ lawyers took 16.1%, against 53.6% of all lateral moves.

Is trust and estate administration hiring growing?

Hiring at every level held flat (+12.8%) on settled 12-month windows, while partner hiring rose 44.7%. The partner count went from 47 to 68 between the two windows.

How large is trust and estate administration within private client work?

It accounts for 52.9% of private client and estates lateral moves. Speciality and practice are counted separately, so the share describes weight and direction, not a slice that adds up with estate planning.

04 Keep reading

Where this comes from

The monitor behind this report

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Edition November 2026. Window: November 2025 to October 2026.

Edition November 2026. Window: November 2025 to October 2026. Source: Sartori & Partners, from public law-firm announcements, firm websites and professional profiles, checked monthly. Methodology. Spot an error? [email protected].

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