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Estate Planning Attorney

Estate Planning Attorney

JobotJacksonville, Florida, US
30+ days ago
Job type
  • Full-time
Job description

This Jobot Job is hosted by : Sherwin Souzankari

Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.

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

A bit about us :

We're a northern Florida law firm that focuses on trust & estate work - including administration and probate litigation.

Why join us?

  • Growing firm
  • Exciting opportunity
  • Well established practice

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
  • Willingness to work from our Lakeland office and ability to work from our Jacksonville office
  • A minimum of one to two years of law firm experience handling estate planning and probate matters
  • 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.

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