What are the responsibilities and job description for the Estate Planning & Probate Attorney position at Orion Placement?
Why This Is a Great Opportunity
- Take immediate ownership of meaningful estate planning and probate matters while working directly with clients.
- Step into an established practice with experienced support staff already in place to help you succeed.
- Join a collaborative environment where attorneys are trusted to manage matters independently and build strong client relationships.
- Grow your practice and referral network, with additional upside for attorneys who bring established business relationships or a transferable book.
- After 90 days, eligible employees receive group health insurance with 90% of the current premium paid by the firm.
- Participate in a SIMPLE IRA after 90 days with a current dollar for dollar employer match up to 3% of your contribution.
Location:
Valrico, Florida. This is a primarily on-site opportunity designed for an attorney who values close collaboration with clients and an experienced legal team. Limited remote flexibility may become available over time, but the position will remain primarily office based.
Note:
Candidates must have 3 years of direct experience handling both estate planning and probate matters, including independently advising clients, serving as the primary attorney on files, and directing and finalizing legal documents.
About Us
We are an established Florida law firm serving individuals, families, and businesses with responsive, practical legal counsel. Our team values strong client relationships, high quality legal work, collaboration, and attorneys who take ownership of their matters. Confidential Employer.
Job Description
- Independently manage estate planning matters from initial consultation through completion.
- Advise clients regarding wills, trusts, powers of attorney, advance directives, and related estate planning strategies.
- Handle probate and estate administration matters as the primary attorney responsible for the file.
- Meet directly with clients and provide clear, practical guidance throughout sensitive estate and probate matters.
- Direct, review, revise, and finalize estate planning and probate documents prepared with support from experienced staff.
- Coordinate with legal staff to keep matters organized, responsive, and moving efficiently.
- Develop strong client relationships and contribute to referral and business development efforts.
- Work collaboratively with attorneys across related legal practice areas when client needs overlap.
Qualifications
- 3 years of directly relevant estate planning and probate experience.
- Active membership in good standing with The Florida Bar.
- Experience independently advising and representing estate planning and probate clients.
- Experience serving as the primary attorney responsible for client matters.
- Strong estate planning and probate drafting, review, and document finalization skills.
- Excellent client communication, judgment, organization, and follow through.
- Transferable book of business or established referral relationships preferred, but not required.
- Candidates from solo practice backgrounds are welcome if their experience aligns with the role.
Why You Will Love Working Here
- Immediate responsibility and meaningful client contact.
- Experienced staff support that allows you to focus on substantive legal work and client service.
- A collaborative, professional environment with room for experienced attorneys to exercise independence.
- Strong health insurance contribution and retirement matching after 90 days.
- Opportunity to grow professionally, deepen referral relationships, and build a long term practice.
JPC-2174
Pay: $120,000.00 - $180,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Application Question(s):
- Have you independently handled both estate planning and probate matters as the primary attorney?
- Briefly explain which role on your resume best aligns with this position and why. If you have any resume gaps, please briefly explain.
- This role is on-site at the Valrico, FL, location. Confirm you are okay with this: Y/N
- In what city/state do you currently reside?
- What base salary range would you need to make a move? Pls keep it aligned with your directly relevant experience, as candidates seeking compensation above their experience level may not be considered.
Experience:
- estate planning and probate: 3 years (Required)
License/Certification:
- FL bar license (Required)
Work Location: In person
Salary : $120,000 - $180,000