Talent.com
Estate Planning Partner

Estate Planning Partner

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

Estate planning attorney for a small but well regarded firm

If your skills, experience, and qualifications match those in this job overview, do not delay your application.

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 • Jacksonville, Florida, US

    Related jobs
    • Promoted
    Estate Planning Attorney

    Estate Planning Attorney

    Capstone Search PartnersJacksonville, FL, US
    Full-time
    The Opportunity : Estate Planning Attorney.Our client, a highly respected and nationally recognized law firm, is seeking an exceptional Estate Planning Attorney with a strong focus on tax planning t...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Occupational Therapist (OT) - $1,758 per week in Macclenny, FL

    Travel Occupational Therapist (OT) - $1,758 per week in Macclenny, FL

    AlliedTravelCareersMacclenny, FL, US
    Full-time
    AlliedTravelCareers is working with GetMed Staffing to find a qualified Occupational Therapist (OT) in Macclenny, Florida, 32063!. GetMed Staffing is searching for a strong Occupational Therapist to...Show moreLast updated: 8 days ago
    • Promoted
    Travel Occupational Therapist (OT) - $2,291 per week in Hilliard, FL

    Travel Occupational Therapist (OT) - $2,291 per week in Hilliard, FL

    AlliedTravelCareersHilliard, FL, US
    Full-time
    AlliedTravelCareers is working with OneStaff Medical to find a qualified Occupational Therapist (OT) in Hilliard, Florida, 32046!. An independently-owned, nationally-recognized and amazingly awesome...Show moreLast updated: 6 days ago
    • Promoted
    Travel Occupational Therapist (OT) - $1,666 to $1,866 per week in Macclenny, FL

    Travel Occupational Therapist (OT) - $1,666 to $1,866 per week in Macclenny, FL

    AlliedTravelCareersMacclenny, FL, US
    Full-time
    AlliedTravelCareers is working with Ventura MedStaff to find a qualified Occupational Therapist (OT) in Macclenny, Florida, 32063!. Are you ready to take your Travel career to the next level? See p...Show moreLast updated: 8 days ago
    • Promoted
    Drive with DoorDash - Be Your Own Boss

    Drive with DoorDash - Be Your Own Boss

    DoorDashFolkston, GA, United States
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 3 days ago
    • Promoted
    Travel Occupational Therapist (OT) - $1,782 to $1,837 per week in Macclenny, FL

    Travel Occupational Therapist (OT) - $1,782 to $1,837 per week in Macclenny, FL

    AlliedTravelCareersMACCLENNY, FL, US
    Full-time
    AlliedTravelCareers is working with Pioneer Healthcare Services to find a qualified Occupational Therapist (OT) in MACCLENNY, Florida, 32063!. If you want to make a significant impact as an.Assess p...Show moreLast updated: 7 days ago
    • Promoted
    Travel Occupational Therapist (OT) - $1,748 per week in Macclenny, FL

    Travel Occupational Therapist (OT) - $1,748 per week in Macclenny, FL

    AlliedTravelCareersMacclenny, FL, US
    Full-time
    AlliedTravelCareers is working with Triage Staffing LLC to find a qualified Occupational Therapist (OT) in Macclenny, Florida, 32063!. Travel Rehab : Occupational Therapy Macclenny.Shift Details : 8...Show moreLast updated: 8 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 FinancialJacksonville, 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 moreLast updated: 5 days ago
    • Promoted
    Travel Occupational Therapist (OT) - $1,671 to $1,929 per week in Macclenny, FL

    Travel Occupational Therapist (OT) - $1,671 to $1,929 per week in Macclenny, FL

    AlliedTravelCareersMacclenny, FL, US
    Full-time
    AlliedTravelCareers is working with National Staffing Solutions to find a qualified Occupational Therapist (OT) in Macclenny, Florida, 32063!. Details of the OT opening in Macclenny, FL : .Anticipated...Show moreLast updated: 8 days ago
    • Promoted
    Inside Sales Specialist / Lead Manager (Real Estate)

    Inside Sales Specialist / Lead Manager (Real Estate)

    House Buyers of AmericaJacksonville, FL, US
    Full-time
    Inside Acquisitions Specialist / Lead Manager.The Inside Sales / Lead Manager is responsible for converting incoming prospects into leads. This is a high-volume pre-sales role requiring consistent fol...Show moreLast updated: 7 days ago
    • Promoted
    • New!
    Moms Ultimate Job : Earn Up to $75,000+ from Home as a Surrogate!

    Moms Ultimate Job : Earn Up to $75,000+ from Home as a Surrogate!

    Physician's SurrogacyFolkston, GA, US
    Full-time +2
    Earn up to $75,000 as a stay-at-home mom or as a second job.Sign up today and earn $1,200 bonus.What qualities make you a great Surrogate?. Experienced no complications during your own pregnancy.Hea...Show moreLast updated: 19 hours ago
    • Promoted
    Real Estate Agent

    Real Estate Agent

    Weichert, RealtorsAtlantic Beach, Florida, US
    Full-time
    Job Description Are you a driven, customer-focused individual looking to build a successful career in real estate? Our local Weichert® franchised company is seeking enthusiastic Real Estate Agents ...Show moreLast updated: 30+ days ago
    • Promoted
    Estate Planning Partner

    Estate Planning Partner

    JobotJacksonville, FL, United States
    Full-time
    Relocation + Sign on Bonus Offered + ESOP Profit Sharing + High Retirement Contributions + Employee Owned (share in the success!) + Opportunity to Build in an Established and Well Known Brand + Mun...Show moreLast updated: 30+ days ago
    • Promoted
    Earn Extra Income Driving

    Earn Extra Income Driving

    UberHilliard, FL, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 3 days ago
    • Promoted
    Travel Occupational Therapist (OT) in Macclenny, FL

    Travel Occupational Therapist (OT) in Macclenny, FL

    AlliedTravelCareersMacclenny, FL, US
    Full-time
    AlliedTravelCareers is working with Marvel Medical Staffing to find a qualified Occupational Therapist (OT) in Macclenny, Florida, 32063!. Specialty : Occupational Therapist.Weekly gross pay : Contact...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Occupational Therapist (OT) - $1,894 per week in Macclenny, FL

    Travel Occupational Therapist (OT) - $1,894 per week in Macclenny, FL

    AlliedTravelCareersMacclenny, FL, US
    Full-time
    AlliedTravelCareers is working with Centra Healthcare Solutions to find a qualified Occupational Therapist (OT) in Macclenny, Florida, 32063!. Centra Healthcare Solutions is seeking an experienced O...Show moreLast updated: 3 days ago
    • Promoted
    Estate Attorney

    Estate Attorney

    Law Office of David M. GoldmanJacksonville, FL, US
    Full-time
    If you have experience in estate planning, you may be an excellent addition to our growing law firm.We are looking for a highly analytical candidate with good negotiation and organizing skills who ...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Physical Therapist (PT) - $2,291 per week in Hilliard, FL

    Travel Physical Therapist (PT) - $2,291 per week in Hilliard, FL

    AlliedTravelCareersHilliard, FL, US
    Full-time
    AlliedTravelCareers is working with OneStaff Medical to find a qualified Physical Therapist (PT) in Hilliard, Florida, 32046!. An independently-owned, nationally-recognized and amazingly awesome sta...Show moreLast updated: 6 days ago