Private Client Trusts & Estates Associate Attorney

Job Description

Job DescriptionPrivate Client Trusts & Estates Associate Attorney / Senior Associate Attorney – Boca Raton or West Palm Beach, FL

Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney or Senior Associate Attorney with a minimum of 4 years of experience in sophisticated trusts and estates matters to join a highly regarded Private Client practice in Florida, with offices in Boca Raton or West Palm Beach.

Ideal candidates will have experience advising high-net-worth individuals and families on estate planning and administration, including succession planning, lifetime giving, retirement asset planning, charitable giving, and tax-efficient wealth transfer strategies. Candidates should have strong knowledge of relevant state and federal tax laws.

This role offers a hybrid work schedule, providing flexibility with two remote days per week, while also fostering collaboration with the broader Private Client team.

Responsibilities

• Advise clients on complex trusts and estates matters, including tax and succession planning

• Draft estate planning documents, including wills, trusts, and related instruments

• Support estate and trust administration matters

• Collaborate with multidisciplinary teams, including corporate, tax, and probate specialists

• Handle client communication and strategic planning with a high level of professionalism

Requirements

• Minimum 4 years of experience in sophisticated private client matters, including trusts and estates

• Strong written, verbal, and client service skills

• Team-oriented with ability to work independently and proactively

• Member of the Florida State Bar in good standing (required)

Additional Information

• Hybrid work environment with flexibility for in-office days

• Opportunities for mentorship, professional development, and potential path to partnership

• Required application materials: cover letter, resume, transcript, and 2–3 page writing sample