Estate Planning Attorney

Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.

In this role, you will lead clients through the process of estate planning from client intake to document execution. You will also handle probate and trust administrations and Medicaid planning for long term care. You will also handle some higher level tax planning. You will have the opportunity to learn from board certified attorneys. This position offers an exciting opportunity to apply your comprehensive legal knowledge in a collaborative environment dedicated to client-centered service and professional growth, and an opportunity for partnership.

• Duties
• Draft and review estate planning documents such as wills, trusts, powers of attorney, and advance healthcare directives with precision and clarity.
• Provide expert legal advice on estate tax strategies, probate procedures, and asset transfer methods to optimize client outcomes.
• Ability to handle a case load of probate and trust administrations independently with minimal oversight.
• Collaborate with clients to understand their unique family dynamics, financial situations, and personal goals to develop tailored estate plans.
• Negotiate terms with beneficiaries, trustees, personal representatives, and other stakeholders to ensure smooth implementation of estate plans.
• Guide clients through probate proceedings, trust administrations and long term care planning and coordinate with courts, DCAF, financial institutions, and other professionals as needed.
• Maintain comprehensive case files and documentation in the law office management system while ensuring compliance with legal administrative standards.
• Engage in ongoing professional development by attending seminars on topics such as elder law, estate planning, and probate and trust administration relevant to estate planning.
• Qualifications
• Juris Doctor (JD) degree from an accredited law school with active licensure to practice law in Florida.
• Proven experience in estate planning, probate and trust administration is essential. The ideal candidate will have at least 3 years of experience in these areas.
• Exceptional writing skills for drafting clear legal documents.
• Excellent communication skills for client consultations and team collaboration.
• Proficiency in Microsoft Office Suite, Adobe, Wealth Counsel / Elder Docx, Westlaw Forms, and case management software.

Job Type : Full-time

Pay : $75,000.00 - $125,000.00 per year

Benefits :

• Health insurance
• Paid time off
• Retirement plan

Work Location : In person