Estate Planning Attorney

Description:

Job Summary:
We are seeking a skilled Estate Planning Attorney to join our legal team. The ideal candidate will meet with clients, provide legal advice and representation to clients and appear in court as needed.
Duties:

• Facilitate meetings with clients in order to create estate plans
• Make assessments of client needs and suggest suitable services
• Assign projects to paralegals or legal aides
• Conduct estate plan signing meetings
• Maintain records and collaborate with paralegals and legal aides to guarantee quality and timely completion of work
• Stay current with the latest Estate Planning techniques, probate rules, and relevant regulations
• Attend courts, either virtually or in person, for probate and motion hearings
• Keep track of billable hours and report to the supervising attorney weekly
• Monitor case status and provide clients with updates

Requirements:

• Juris Doctor (JD) from an accredited law school
• Proven experience as an attorney specializing in Estate Planning for at least 3 to 5 years, with preference given to those with experience with taxable estates. If you do not have Estate Planning experience, you will not be considered for this position
• A strong liking for interacting with people through in-person, phone, or Zoom conversations
• Proficiency in Wealth Counsel or similar software
• Unfazed by technology and eager to learn new skills
• Ability to juggle multiple projects simultaneously
• Please no recruiters. Florida Bar License is REQUIRED.

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