Job Description
Job DescriptionWhat you will be doing:
- Counsel clients on estate planning, wealth transfer, and tax matters
- Draft and implement estate planning documents, including wills, trusts, and related instruments
- Manage trust and probate administration from inception through completion
- Advise clients on trust funding, asset titling, and administration strategies
- Maintain frequent and direct client contact
- Collaborate with attorneys across firm offices and practice areas
- Travel to nearby cities as client's needs require
Experience you will need:
- Active admission to the Florida Bar (required)
- 3-5 years of experience in estate planning, estate administration, and tax matters
- Experience with elder law and wealth planning preferred
- Ability to step into an active caseload with minimal ramp-up
- Strong drafting, analytical, and communication skills
- Highly organized with the ability to manage multiple matters efficiently
- Comfortable working independently while contributing to a team-based practice
- Proficient with legal technology and modern law office systems
- Familiarity with Florida probate courts and local procedures