Description:
Description:We are seeking a Probate & Estate Planning Attorney to join our growing legal team. This position is ideal for an attorney with strong experience in estate planning and probate who values client-centered representation, enjoys collaboration, and thrives in a structured, professional law firm environment. The ideal candidate is detail-oriented, compassionate, and committed to delivering exceptional legal services while supporting firm growth and client engagement.
Responsibilities:
- Advise clients on estate planning strategies, including wills, trusts, incapacity planning, asset protection, and legacy preservation
- Develop and execute customized estate plans tailored to individual client needs
- Draft, review, and oversee estate planning documents such as wills, revocable and irrevocable trusts, powers of attorney, and advance directives
- Handle probate and trust administration matters from opening through closing
- Prepare and file probate pleadings, inventories, accountings, and court documents
- Counsel personal representatives, trustees, and beneficiaries regarding fiduciary duties and compliance
- Represent clients in probate court proceedings and hearings as needed
- Prepare for and lead client meetings, including consultations, review meetings, and signing sessions (in-office and occasional off-site)
- Respond to trust funding, probate, and estate planning follow-up questions
- Provide guidance and oversight to paralegals and legal assistants to ensure accuracy and compliance
- Participate in new and existing client consultations with a focus on strong engagement and retention
- Collaborate with attorneys, paralegals, administrative staff, and management to ensure timely case progression
- Maintain accurate and organized case notes and client records using legal practice management and CRM systems
- Perform administrative follow-up tasks and ensure proper client file documentation
- Communicate clearly, professionally, and compassionately with clients throughout the legal process
- Ensure compliance with Florida law, court rules, and firm procedures
Qualifications:
- Juris Doctor (JD) from an accredited law school
- Active member in good standing with the Florida Bar
- 3+ years of experience practicing estate planning and probate law
- Strong drafting, legal research, and analytical skills
- Knowledge of Florida probate rules and estate planning statutes
- Experience with trust administration and probate court procedures
- Excellent written and verbal communication skills
- Strong organizational, time-management, and attention-to-detail abilities
- Ability to independently manage client matters, deadlines, and sensitive issues with empathy and discretion
- Client-focused mindset with strong engagement and retention skills
- Familiarity with legal practice management software (Clio, Lawmatics, or similar) preferred
- Ability to work independently and as part of a collaborative legal team
Compensation:
$125,000 - $150,000 yearly
