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.

Job Type: Full-time

Pay: $83,662.00 - $86,164.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 10 hour shift
• 8 hour shift
• Day shift
• Monday to Friday
• No weekends

Education:

• High school or equivalent (Preferred)

Experience:

• Estate planning: 1 year (Required)

License/Certification:

• Florida Bar License (Required)

Ability to Relocate:

• Palm Harbor, FL 34683: Relocate before starting work (Required)

Work Location: In person