Estate Planning Partner

Want to learn more about this role and Jobot? Click our Jobot logo and follow our Linked In page!

Job details:

Estate planning attorney for a small but well regarded firm

Job posted by:
Sherwin Souzankari

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

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

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

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.

• 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

• 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 “Easy Apply” button.

Want to learn more about this role and Jobot? Click our Jobot logo and follow our Linked In page!