Senior Estate Planning Attorney

About the role

The Grimaldi Law Firm, located in Hollywood, Florida, seeks an experienced (5+ years) estate planning attorney. We offer a competitive salary range of $140,000 - $160,000, based on experience and fit.

Responsibilities

• Work directly with clients, from initial handoff to case closure.
• Help clients and the firm achieve their goals through legal and personal advice.
• Supervise estate administration paralegals in preparing probate and estate administration petitions.
• Guide and advise fiduciaries through estate and trust administration.
• Delegate tasks to and review the work of paralegals and legal assistants.
• Discuss estate planning with clients, analyze their needs, and create strategic plans.
• Draft wills, trusts, and powers of attorney.
• Collaborate with other attorneys and paralegals to move files through the estate administration process.
• Represent clients in court regarding estate matters.
• Oversee and analyze discovery, monitor caseload, and move cases forward.
• Design and deploy policies, procedures, and systems to run the business efficiently.
• Network and present to clients, attorneys, financial professionals, and potential clients.
• Keep CLEs and law licenses up-to-date.
• Develop relationships with the community and its leaders.

Requirements

• Minimum 5 years of estate planning experience, including taxable estate planning.
• Good with basic technology, including Windows 10 or 11 and Microsoft Office (Word, Excel).
• Experience with Clio and Google Workspace is preferred but not required.
• Excellent references required.
• Licensed to practice law in Florida.
• Excellent communication skills, especially in stressful and emotional situations.
• Moderate book on portable business is a plus.

Qualifications

• Confident in person and on the phone.
• Empathetic and calming presence during challenging times.
• Exceptional communication skills.
• Able to hold oneself and others accountable.
• Go-getter with a strong work ethic.
• Meticulous attention to detail and common sense.
• Great interpersonal skills and a good writer.