Talent.com
Estate Planning Partner
Estate Planning PartnerJobot • Jacksonville, FL, US
Estate Planning Partner

Estate Planning Partner

Jobot • Jacksonville, FL, US
30+ days ago
Job type
  • Full-time
Job description

Estate planning attorney for a small but well regarded firm

This Jobot Job is hosted by : Sherwin Souzankari

Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary : $180,000 - $300,000 per year

A bit about us :

For over 30 years, we've helped our clients with their business and personal estates.

Why join us?

  • Competitive compensation
  • Reasonable billables (150 / mo or 1800 / year average)

Job Details

Our expanding firm seeks a full-time attorney with substantial estate planning expertise. The ideal candidate will be detail-oriented, adept at negotiation and organization. In this role, the attorney will prepare wills, trusts, and power of attorney documents, ensuring that clients’ estates are administered according to their intentions. Extensive familiarity with estate planning principles is required. Interested applicants are encouraged to apply.

Responsibilities :

  • Represent clients at court hearings related to estate matters when necessary
  • Meet with clients to discuss their asset distribution objectives
  • Collaborate with senior partners and paralegals to navigate litigation and related procedures
  • Analyze each client’s situation, develop a legal strategy, and advise on an appropriate course of action
  • Maintain organized, up-to-date client files and case records
  • Draft and review wills, trusts, powers of attorney, and other estate planning documents
  • Advise clients on estate planning methods, tax considerations, and asset protection techniques
  • Assist with probate proceedings, including preparing required filings, representing clients in court, and managing estate administration tasks
  • Oversee estate and trust administration, ensuring compliance with applicable laws and regulations
  • Explain complex legal processes and options to clients in clear, understandable terms
  • Provide counsel on business formation and special needs planning when relevant
  • Draft legal instruments related to trusts, wills, powers of attorney, and business entities
  • Work closely with clients to create and implement strategies that safeguard and preserve their assets
  • Qualifications and Knowledge :

  • Juris Doctor (J.D.) from an accredited law school; undergraduate degree required
  • Admission to the Florida Bar in good standing
  • LLM in Taxation is HIGHLY preferred
  • Willingness to work from our Lakeland office and ability to work from our Jacksonville office
  • A minimum of eight years of law firm experience handling estate planning and probate matters
  • A current and portable book of business, minimum 350k
  • Familiarity with trusts and estates practice, including estate planning, probate, and trust administration
  • Understanding of tax planning, asset protection, wealth transfer, and business entity formation
  • Experience with federal estate tax returns and federal gift tax returns is a plus
  • Knowledge of real estate matters such as title insurance, wills and trusts, property management, and related litigation
  • Strong written and verbal communication skills, especially in high-stress or emotionally charged situations
  • Excellent attention to detail and a proactive approach to problem-solving and client service
  • Active membership with the American Bar Association (ABA)
  • 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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

    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.

    Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

    By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy

    Create a job alert for this search

    Estate Planning Partner • Jacksonville, FL, US

    Related jobs
    Engagement Manager

    Engagement Manager

    JLL • Jacksonville, Florida, United States
    Full-time
    This job is with JLL, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.JLL empowers you to ...Show more
    Last updated: 14 hours ago • Promoted • New!
    Real Estate Professionals

    Real Estate Professionals

    Mercor • Jacksonville, Florida, US
    Remote
    Full-time
    Overview • •Mercor is partnering with a leading AI lab to understand how today’s AI tools can accelerate—and where they fall short in—real estate sales and advisory. We’re looking for a • •top-tier res...Show more
    Last updated: 12 days ago
    New Home Sales Counselor

    New Home Sales Counselor

    Meritage Homes • Jacksonville, FL, United States
    Full-time
    The Outside Sales Counselor's primarily responsibility is to embrace Meritage Homes' active sales culture to generate new home sales by leveraging the relationships with the Realtor and new home bu...Show more
    Last updated: 30+ days ago • Promoted
    Estate Planning Attorney

    Estate Planning Attorney

    Jobot • Jacksonville, FL, US
    Full-time
    This Jobot Job is hosted by : Sherwin Souzankari.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary : $90,000 - $165,000 per year.We're a northern Flor...Show more
    Last updated: 30+ days ago • Promoted
    Sr Business Development Partner (Southeast Territory - TX, LA, MS, AL, FL)

    Sr Business Development Partner (Southeast Territory - TX, LA, MS, AL, FL)

    Compeer Financial • Jacksonville, FL, United States
    Full-time
    ProPartners Financial is the largest provider of credit programs for the direct sellers of crop inputs and seed in the nation with locations in St. Join us and be part of one of the most important a...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Solutions Advisor

    Wealth Solutions Advisor

    Empower • Jacksonville, FL, US
    Full-time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show more
    Last updated: 5 hours ago • Promoted • New!
    Managing Director Relationship Manager-MMB

    Managing Director Relationship Manager-MMB

    First Citizens Bank • Jacksonville, FL, US
    Full-time
    The business offers deposit solutions, loans, treasury services and other banking products to manufacturers, distributors and a wide variety of service industries. The Managing Director Relationship...Show more
    Last updated: 30+ days ago • Promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Jacksonville, FL
    Remote
    Full-time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more
    Last updated: 30+ days ago • Promoted
    Regional Director

    Regional Director

    Castle Group • Jacksonville, FL, United States
    Full-time
    The Regional Director is an experienced property management professional who provides hands-on leadership, management and direction to ensure customer partnerships are maintained and operated in ac...Show more
    Last updated: 26 days ago • Promoted
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Jacksonville, Florida, US
    Full-time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...Show more
    Last updated: 30+ days ago • Promoted
    Financial Consultant Partner - Jacksonville, FL

    Financial Consultant Partner - Jacksonville, FL

    Charles Schwab • Jacksonville, FL, US
    Full-time
    Position Type : Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...Show more
    Last updated: 1 day ago • Promoted
    Real Estate Brokerage Professionals

    Real Estate Brokerage Professionals

    Mercor • Jacksonville, Florida, US
    Remote
    Full-time
    Mercor is seeking experienced Real Estate Brokerage and Agency Professionals for a project with one of the world’s top AI labs. This role involves leveraging your legal expertise to help evaluate ho...Show more
    Last updated: 5 days ago
    Real Estate Development Project Manager

    Real Estate Development Project Manager

    Rapid Response Team, LLC • Jacksonville, FL, US
    Full-time
    Ready to lead impactful restoration projects from start to finishand take control of your success?.Join Rapid Response Teams (RRT) high-performance. As a Restoration Project Manager at RRT, you will...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Senior Wealth Advisor - Trust & Estates

    Senior Wealth Advisor - Trust & Estates

    Cerity Partners • Jacksonville, FL, United States
    Full-time
    Are you a CTFA or trust & estate professional who wants to leave the traditional practice in favor of an entrepreneurial, growing wealth management firm? Do you love the T&E work, but favor the man...Show more
    Last updated: 29 days ago • Promoted
    Business Development Lead

    Business Development Lead

    Underwater Mechanix Services LLC • Jacksonville, FL, United States
    Full-time
    Business Development Lead - Diving & Marine Construction.Underwater Mechanix Services is a rapidly growing commercial diving and marine construction contractor serving federal, municipal, utility, ...Show more
    Last updated: 26 days ago • Promoted
    Remote Business Leadership for Experienced Professionals

    Remote Business Leadership for Experienced Professionals

    3 Years on a Rock • Jacksonville, Florida, USA
    Remote
    Full-time
    Lead Learn & Shape Your Future Remote Leadership & Personal Development Opportunity.Youve spent years building a successful career — guiding teams driving outcomes and leading with integrity...Show more
    Last updated: 15 days ago • Promoted
    Business Development Executive – Personal Growth Industry

    Business Development Executive – Personal Growth Industry

    3 Years on a Rock • Jacksonville, Florida, USA
    Full-time
    Youve spent years building a successful career — guiding teams delivering outcomes and leading with integrity.Now perhaps youre asking yourself : . Or maybe youre ready for more — more fre...Show more
    Last updated: 19 days ago • Promoted
    Real Estate Sales Scholarships!

    Real Estate Sales Scholarships!

    Gailey Enterprises Real Estate • Jacksonville, Florida, USA
    Full-time
    NOW INTERVIEWING FOR FULL-TIME POSITIONS!.NEXT LIVE BOOTCAMP TRAINING COMING SOON! ONLY A FEW SPOTS REMAIN!.Our team is looking for self-motivated ambitious people-oriented individuals to join us! ...Show more
    Last updated: 21 days ago • Promoted