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Estate Planning Attorney

AppleOne Employment Services · Clearwater, Florida, United States

FULL TIMEpermanent

Job Description

About the OpportunityA 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.

Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.
Job ResponsibilitiesThe 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 ExpertiseEstate PlanningEstate AdministrationProbate AdministrationTrust AdministrationWills & TrustsPowers of AttorneyProbate Avoidance StrategiesSuccession PlanningAsset Protection PlanningClient Advisory ServicesEstate & Probate DocumentationRelationship Management & Practice Development
RequirementsActive Florida Bar License2+ years of Estate Planning and Probate experienceExperience drafting wills, trusts, powers of attorney, and estate planning documentsKnowledge of Florida probate and estate lawStrong communication and client relationship skillsAbility to manage matters independently from start to finishMust be able to work onsite in Clearwater or Venice, FL
Preferred QualificationsTrust Administration experienceAsset Protection xzbcwsv Planning experienceReal Estate, Corporate, Family Law, or related legal experienceBusiness development or client relationship experienceInterest in building a long-term Estate Planning practice
Compensation & BenefitsSalary: $75,000 - $85,000Direct Hire OpportunityProfessional Growth & Advancement OpportunitiesCollaborative Team EnvironmentLong-Term Career Stability
Work EnvironmentFull-Time PositionIn-Office | Clearwater or Venice, FLClient-Focused PracticeSupportive and Collaborative Team
Interested candidates are encouraged to send their resume to or connect with me directly on LinkedIn.

Details

CompanyAppleOne Employment Services
LocationClearwater, Florida, United States
TypeFULL TIME
Nichegeneral
Experiencepermanent

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