Estate Planning Attorney

We are seeking a Probate & Estate Planning Attorney to join our growing legal team. This position is ideal for an attorney with strong experience in estate planning and probate who values client-centered representation, enjoys collaboration, and thrives in a structured, professional law firm environment. The ideal candidate is detail-oriented, compassionate, and committed to delivering exceptional legal services while supporting firm growth and client engagement.

• Advise clients on estate planning strategies, including wills, trusts, incapacity planning, asset protection, and legacy preservation
• Develop and execute customized estate plans tailored to individual client needs
• Draft, review, and oversee estate planning documents such as wills, revocable and irrevocable trusts, powers of attorney, and advance directives
• Handle probate and trust administration matters from opening through closing
• Prepare and file probate pleadings, inventories, accountings, and court documents
• Counsel personal representatives, trustees, and beneficiaries regarding fiduciary duties and compliance
• Represent clients in probate court proceedings and hearings as needed
• Prepare for and lead client meetings, including consultations, review meetings, and signing sessions (in-office and occasional off-site)
• Respond to trust funding, probate, and estate planning follow-up questions
• Provide guidance and oversight to paralegals and legal assistants to ensure accuracy and compliance
• Participate in new and existing client consultations with a focus on strong engagement and retention
• Collaborate with attorneys, paralegals, administrative staff, and management to ensure timely case progression
• Maintain accurate and organized case notes and client records using legal practice management and CRM systems
• Perform administrative follow-up tasks and ensure proper client file documentation
• Communicate clearly, professionally, and compassionately with clients throughout the legal process
• Ensure compliance with Florida law, court rules, and firm procedures

• Juris Doctor (JD) from an accredited law school
• Active member in good standing with the Florida Bar
• 3+ years of experience practicing estate planning and probate law
• Strong drafting, legal research, and analytical skills
• Knowledge of Florida probate rules and estate planning statutes
• Experience with trust administration and probate court procedures
• Excellent written and verbal communication skills
• Strong organizational, time-management, and attention-to-detail abilities
• Ability to independently manage client matters, deadlines, and sensitive issues with empathy and discretion
• Client-focused mindset with strong engagement and retention skills
• Familiarity with legal practice management software (Clio, Lawmatics, or similar) preferred

$125,000 - $150,000 per year