What are the responsibilities and job description for the Private Client Trusts & Estates Associate Attorney position at Direct Counsel?
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
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Advise clients on complex trusts and estates matters, including tax and succession planning
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Draft estate planning documents, including wills, trusts, and related instruments
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Support estate and trust administration matters
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Collaborate with multidisciplinary teams, including corporate, tax, and probate specialists
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Handle client communication and strategic planning with a high level of professionalism
Requirements
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Minimum 4 years of experience in sophisticated private client matters, including trusts and estates
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Strong written, verbal, and client service skills
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Team-oriented with ability to work independently and proactively
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Member of the Florida State Bar in good standing (required)
Additional Information
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Hybrid work environment with flexibility for in-office days
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Opportunities for mentorship, professional development, and potential path to partnership
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Required application materials: cover letter, resume, transcript, and 2–3 page writing sample