Estate Planning Attorney

Job Details

This Jobot Job is hosted by: Sherwin Souzankari

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)

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
• Absorb 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)

Pay

$180,000 - $300,000 per year

Schedule

Full-time

Benefits

Not specified

Contact

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Jobot is an Equal Opportunity Employer.