Trust and Estate Attorney

Company Description Boatman Ricci is a full-service law firm providing legal services to a wide range of clients across Florida, with offices in Naples, Fort Myers, and Marco Island. Originally recognized as a premier civil litigation firm, the firm now offers comprehensive services in business and commercial transactions, employment law, real estate disputes, and trust and probate litigation. Guided by a commitment to objective truth and strong client relationships, Boatman Ricci represents clients from individuals to Fortune 500 companies with diligence and efficiency.

The firm leverages leading-edge technology, including a paperless case management system and advanced trial presentation tools, to deliver cost-effective and high‑quality representation throughout all stages of conflict. Boatman Ricci is confident advocating against large firms and governmental entities while maintaining a client-centered, “Truth Guided” and “Relationship Driven” approach.

Role Description The Trust and Estate Attorney will provide counsel on estate planning, trust administration, and probate matters, including drafting wills, trusts, powers of attorney, and related documents. This full-time, on‑site role in Naples, FL involves advising clients on tax and asset protection considerations, evaluating complex family and business structures, and tailoring strategies to meet clients’ long‑term goals. Day-to-day responsibilities include conducting legal research, preparing and reviewing legal documentation, managing probate and trust litigation, and coordinating with internal teams to ensure consistent, high‑quality service.

The attorney will meet regularly with clients, negotiate settlements when appropriate, and represent clients in court proceedings and mediations as needed. The role also includes maintaining detailed case files, staying current on changes in relevant laws, and contributing to firm initiatives that enhance practice efficiency and client experience.

Qualifications

• Strong foundation in Law with specific experience in trusts, estates, and probate practice.
• Knowledge of Labor and Employment Law sufficient to collaborate with firm colleagues on related client matters when needed.
• Demonstrated ability to provide clear, practical Legal Advice and client counseling across diverse situations.
• Proficient in legal Research, including statutes, case law, and regulatory guidance relevant to trust and estate issues.
• Effective Negotiation skills for resolving disputes, mediating conflicts, and securing favorable outcomes in settlements.
• Juris Doctor (JD) from an accredited law school and active membership in the Florida Bar in good standing.
• Experience in trust and estate planning, administration, and probate litigation, preferably within a law firm environment.
• Excellent written and verbal communication skills and strong drafting abilities for complex legal documents.
• High level of professional integrity, client-service orientation, and ability to work both independently and collaboratively.
• Comfort with legal technology, digital case management systems