What are the responsibilities and job description for the Estate Planning Attorney position at AppleOne Employment Services?
About the Opportunity
A well-established Florida law firm is seeking an experienced Estate Planning & Estate Administration Attorney to join its growing team in Clearwater or Venice, Florida. This is an excellent opportunity for an attorney who enjoys building long-term client relationships, providing practical legal advice, and guiding individuals and families through important estate planning and estate administration matters. The ideal candidate will have strong experience in Estate Planning and Estate Administration and a client-focused approach to legal practice. Experience in Real Estate, Family Law, Corporate Law, or Litigation is considered a valuable asset.
Job Responsibilities
The Estate Planning & Estate Administration Attorney will advise clients on comprehensive estate planning strategies and manage estate administration matters from inception through completion. Responsibilities include drafting and reviewing wills, trusts, powers of attorney, and healthcare directives; advising clients on probate avoidance and succession planning strategies; administering trusts and estates; preparing probate and estate administration documents; communicating with beneficiaries, trustees, financial institutions, and government agencies; resolving estate-related issues; maintaining accurate files; and developing strong client relationships while collaborating with internal and external advisors.
Core Areas of Expertise
- Estate Planning
- Estate Administration
- Probate Administration
- Trust Administration
- Wills & Trusts
- Powers of Attorney
- Probate Avoidance Strategies
- Succession Planning
- Asset Protection Planning
- Client Advisory Services
- Estate & Probate Documentation
- Relationship Management & Practice Development
Requirements
- Active Florida Bar License
- 2 years of Estate Planning and Probate experience
- Experience drafting wills, trusts, powers of attorney, and estate planning documents
- Knowledge of Florida probate and estate law
- Strong communication and client relationship skills
- Ability to manage matters independently from start to finish
- Must be able to work onsite in Clearwater or Venice, FL
Preferred Qualifications
- Trust Administration experience
- Asset Protection Planning experience
- Real Estate, Corporate, Family Law, or related legal experience
- Business development or client relationship experience
- Interest in building a long-term Estate Planning practice
Compensation & Benefits
- Salary: $75,000 - $85,000
- Direct Hire Opportunity
- Professional Growth & Advancement Opportunities
- Collaborative Team Environment
- Long-Term Career Stability
Work Environment
- Full-Time Position
- In-Office | Clearwater or Venice, FL
- Client-Focused Practice
- Supportive and Collaborative Team
Interested candidates are encouraged to send their resume to jalejo@appleone.com or connect with me directly on LinkedIn.
Salary : $75,000 - $85,000