Estate Planning Attorney - Remote in South Florida

About the role

Remote based in South Florida | Travel required in tri county area (Palm Beach, Miami Dade, Broward counties) | $45-$150 per hour

Responsibilities

• Draft core planning documents: Prepare wills, revocable and irrevocable trusts, dynasty trusts, special needs trusts, pour-over wills, powers of attorney, health care surrogate designations, living wills, and other advanced directives.
• Design and implement planning strategies: Structure estate plans for high-net-worth clients, including tax-efficient transfers, asset protection strategies, and business succession planning.
• Counsel clients on tax and asset protection issues: Counsel clients on federal estate and gift tax considerations, Florida homestead issues, creditor protection, and titling of assets.
• Collaborate with allied professionals: Collaborate with financial advisors, family offices, CPAs, insurance professionals, and internal staff to ensure cohesive, well-executed planning.
• Analyze prior estate plans, identify gaps or risks, and recommend updates aligned with client goals and current law.
• Client counseling and education: Explain complex concepts in clear, practical terms and guide clients through emotionally sensitive planning decisions.

Requirements

• Active Florida Bar license in good standing
• 3+ years of experience in estate planning
• LL.M. in Estate Planning or Taxation
• Experience handling high-net-worth clients and complex estates
• Strong drafting skills and comfort handling planning and probate documents independently
• Excellent communication, organization, and follow-through
• Ability to work remotely with consistent responsiveness and professionalism
• Sound judgment and discretion in sensitive or high-value matters

Qualifications

• Preferred experience with complex estate plans, tax-driven strategies
• Proficiency with Clio, LexisNexis, or similar platforms
• Probate experience a plus